Broker Check
Kelly M. Roark, CFP®

Kelly M. Roark, CFP®

Senior Partner/Financial Advisor

Kelly Roark is a SmartVestor Pro with 20 years of experience in the financial industry. As a Financial Advisor, Kelly will guide you with the heart of a teacher not the attitude of a salesman.  She will work to create a financial plan that fits your life and helps you work toward your long-term goals. Along the way, she will help you understand what you’re investing in and why. She believes everyone deserves access to solid, professional investing guidance and specializes in financial planning for women, those working toward and close to retirement, as well as small business owners. As a longtime resident of Asheville, Kelly has a vested interest in the continued success of the residents and local businesses who are also her partners, clients, neighbors, family and friends.

Kelly is a graduate of Western Carolina University and is active in the Asheville community.   Kelly and her husband, Matt, have two beautiful daughters, Kylee and Kenzie. In addition to spending time with her family she enjoys traveling, cooking, and her Tae Kwon Do practice where she currently holds the rank of 2nd Degree Black Belt.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Paragon Financial, LLC or Commonwealth Financial Network®.