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KPM Wealth Advisors Promotes Skylar Smith to Department Head
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Subscribe20 SEP 2024 / PEOPLE UPDATES
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KPM Wealth Advisors has promoted partner and wealth advisor, Skylar W. Smith, to department head. Smith, who has more than a decade's experience in the financial services industry, will continue developing financial strategies for clients whilst leading the department, as part of the firm's efforts to strengthen leadership and support team performance and client success.
KPM Wealth Advisors has promoted Skylar W. Smith, CFP®, partner and wealth advisor, to department head of KPM Wealth Advisors, LLC. Smith, who has more than 12 years of experience in the financial services industry, will continue developing strategies and providing financial analysis for clients while leading the department’s operations.
His areas of focus include asset management, insurance planning, retirement income planning, and lifestyle management. Smith is also active in the professional community, serving as an officer on the Greene County Estate Planning Council.
Jay W. McIntyre, CPA, financial advisor, praised Smith’s client-centered approach and leadership, noting his consistent commitment to excellence and ability to elevate service standards. The promotion reflects KPM Wealth Advisors’ focus on strengthening leadership to support both team performance and client success.
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