© 2016 Advanced Financial Solutions
816-931-2668 866-931-2668 800 W. 47th Street Suite 510, Kansas City, MO 64112
MEET YOUR ADVISORS
Securities offered through Moloney Securities Co., Inc., Registered Broker/Dealer - Member FINRA-SIPC
Juliann F. Smith has been in the financial planning industry since
1984. She is the president and founder of the independent
investment and risk management firm, Advanced Financial
WHAT SHE DOES
Advanced Financial Solutions, LLC provides a wide selection of investment and risk
management services with an emphasis on the areas of retirement planning, qualified plan
rollovers, account consolidation and diversification, and risk management.
Juliann has consistently met and continues to meet the production standards of the Million
Dollar Round Table.
As founder of the Women’s Alliance for Financial Education, Inc., Juliann provides financial
education to the public. She has served as a director and board member of various local
associations, including American Business Women’s Association (ABWA), Women’s Life
Underwriters Conference (WLUC), and is a past president of Kansas City Association of
Insurance & Financial Advisors. She is an alumnus of the Greater Missouri Women’s
Leadership Challenge, serving as a Regional Coordinator since 2005. Juliann is a Registered
Representative of Moloney Securities Co, Inc.
MAKING A DIFFERENCE
Ms. Smith has been involved in continuous fundraising efforts for the American Heart
Association, the Leukemia Society, Harvesters, and Canine Companions for Independence.
Christina is beginning her 18th year in the financial industry. She
is Vice President of the independent investment and risk
management firm of Advanced Financial Solutions, LLC. There
are three locations to serve clients: Country Club Plaza in Kansas
City, MO, Overland Park, KS and Estes Park, CO.
In the area of financial planning, Lomas is dedicated to matching
strategy with the client’s goals and objectives. She enjoys the analysis and
detail that goes into structuring the portfolios of her clients. Christina studied economics at
the University of Missouri Kansas City. Lomas holds a series 63, 65, 66, 7. As Chartered
Financial Analyst Candidate, she is proud to be held to the absolute highest standards of
Ethical and Professionals Practices.
She is co-author of the book “Who Wears the Financial Pants: 12 ½ Ways for Women to Get
a Leg Up On Their Finances”, co-authored the Financial Column in Flourish Magazine, co-
hosted “Unlocking the Secrets to your Small Business” on Hot Talk 1510 and Recipient of
the 2006 International Emerging Leaders Award for the Kansas City Chapter of the e-Women
Foundation. She is a member of the Kansas City Chamber of Commerce, Better Business
Bureau, flourish! Connections Club, Power Chics and e-Women Network.
Ms. Lomas is an active volunteer for the American Heart Association Heart & Stroke Ball.
She supports organizations such as Women’s Employment Network, WIN, The Boys and
Girls Club of Kansas City, KC Free Health Clinic, No More Homeless Pets and Canine
Companions for Independence.
Christina is the mother of two beautiful children, Kevin Michael, age 17 and Hunter Marie,
age 11. They are active in school and sports activities. As a family, they enjoy traveling,
exploring, horseback riding, camping, canoing and spending time with close extended family.
Ms. Lomas is an avid runner and enjoys golf as a member of Leawood South Country Club
and Executive Women’s Golf Association.