Kelli Phifer

Background

About Kelli Phifer

I’m passionate about helping people create the life they want to live—and serving as a trusted partner through life’s transitions. As a CERTIFIED FINANCIAL PLANNER™ professional, I work with families to bring clarity, confidence, and peace of mind to their financial lives.Our team guides high-net-worth and multigenerational families through comprehensive financial planning, often collaborating with CPAs and attorneys to ensure every strategy works together seamlessly. We focus on three outcomes for clients:• Clarity around goals and progress• Confidence in financial decisions• Greater organization and reduced financial stressI’m honored to continue a family legacy—both of my parents became Edward Jones financial advisors in the early 1980s. Today, I serve multiple generations of many of the same families, while also welcoming new clients who often connect with us during times of transition such as retirement, career change, or inheritance.Along the way, I’ve been recognized at the Edward Jones Impact Conference for top advisors and the Edward Jones Women’s Conference, recognizing the top 250 women advisors.I graduated from the U.S. Air Force Academy, where I earned the Distinguished Management Major Award and Women’s Tennis Academic All-Conference honors. My husband and I are raising three energetic boys in Colorado Springs, where we enjoy hiking, skiing, traveling, and cheering on their sports teams. We’re also active in our local church, school community, and nonprofits.What are your dreams? What legacy do you want to build? Let’s partner together to make it instructions to opt out of Edward Jones commercial messaging and other important disclosures, see