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Shelitha  Smodic

Shelitha Smodic

Financial Planning Specialist, Concurrent CIO

shelitha.smodic@poweredbyconcurrent.com

Shelitha Smodic, CFP®, is the Financial Planning Specialist for CIO. Shelitha has worked in the financial planning space for the past decade in advisory and educational capacities as a financial advisor, director of financial planning, personal financial planning professor, and curriculum designer of continuing education courses for financial advisors. Shelitha is currently a doctoral candidate in personal financial planning at Kansas State University, where she conducts research focused on family financial well-being and estate planning.