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Paul Smith is a seasoned financial professional with extensive experience in estate planning, tax, retirement planning, and insurance. With over 32 years of experience, he has worked with privately owned businesses and their owners, providing comprehensive financial planning and asset management services. He holds a Bachelor of Business Administration (BBA) from Baylor University - Hankamer School of Business, and has been a partner at Robins, Eskew, Smith & Jordan Financial Services, LLC, and Westerfeld & Smith CPA's.

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Partner
      • Jan 2000 - Present

      Paul is the partner in charge of our financial services company providing personal financial planning and asset mangagement services to our clients.

    • Shareholder
      • Jan 1992 - Dec 2023

      Paul has over 30 years experience working with privately owned businesses and their owners and has worked extensively to help clients with tax planning, retirement planning, estate planning, succession planning, and personal financial planning.

    • Partner
      • Jan 1981 - May 1986
      • Waco, Texas Area

Education

  • 1974 - 1977
    Baylor University - Hankamer School of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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