Advisor profile


My approach

Owning a business can be a dream come true, but it can also create unique financial considerations. I aim to help other small business owners, families and individuals with ongoing, personalized advice including:

  • Financial planning
  • Tax strategies
  • Education savings
  • Debt reduction
  • Insurance solutions
  • Employee benefits
  • Business, non-profit and self-employed retirement plans
  • Estate plan coordination
  • Business valuation and succession planning

I believe having a personalized investment strategy is key to achieving your financial goals so you can feel more confident and secure in your financial future. I work one-on-one with clients to help you plan for and enjoy the life you have envisioned, full of experiences, flexibility and more peace of mind.

13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Small Business
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Science in Business - Accounting, University of Kansas School of Business, 2010

Awards & recognition

  • Free State Financial Group, Ameriprise Client Experience Award, 2021

Community participation

  • Lawrence Restaurant Association: Board Treasurer. Assembly of restaurant owners, chefs and hospitality industry professionals who work together to support the local economy through collaboration, communication and community resources.
  • Leadership Lawrence: Class of 2020. Professional development program providing exposure to the inner workings of Lawrence and Douglas County as well as extensive leadership training.
  • Kansas Big Brothers Big Sisters Serving Douglas County: Board Member & Big Sister Mentor, 2014-2022.
  • Downtown Lawrence Inc.: Board Treasurer, 2017-2019.

Interests

An avid adventurer, K - alongside her spouse, Lee - spends her free time seeking out new experiences. The Meisels are always on the hunt for the best foods and fishing spots. They often visit friends and family in the Upper Peninsula of Michigan, Rocky Mountains and North Dakota. As hockey fans, both Lee and K root for the Chicago Blackhawks and, as a University of Kansas alum, K cheers on the Jayhawks. K gives back to her adopted hometown of Lawrence by volunteering with the Lawrence Restaurant Association, Just Food, and Big Brothers Big Sisters of Douglas County.