KPM

Skylar Smith

, CFP®

Shareholder
As a CERTIFIED FINANCIAL PLANNER™, Skylar provides a variety of client-centered financial services.

PRACTICE EMPHASIS

  • Investment planning, retirement savings, & income planning
  • Insurance & risk management planning
  • Estate planning
  • Employee & employer benefit plans

CREDENTIALS

  • CERTIFIED FINANCIAL PLANNER™

EDUCATION

  • B.S. degree in Finance, Missouri State University
  • M.B.A. degree, Rockhurst University
  • Participates in 40+ hours of CPE annually

PROFESSIONAL MEMBERSHIPS

  • Greene County Estate Planning Council, Member

COMMUNITY INVOLVEMENT

  • United Way of the Ozarks, Day of Caring Volunteer
  • Adopt-A-Street Program, Volunteer
  • Leadership Springfield Class 35, Graduate

SIGNATURE STRENGTHS

Competition | Significance | Analytical | Futuristic | Focus

Skylar Smith

, CFP®

Shareholder

Services:

Wealth Management

Contact Us for a Free Consultation

There’s a world of different ways we help clients. Which of our services appeal to you? Let’s talk though the opportunities and challenges facing your business, then map out the next steps. Start the conversation today!