Bio
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Topline AI
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
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United States
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Accounting
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1 - 100 Employee
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Partner
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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.
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Shareholder
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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.
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Westerfeld & Smith CPA's
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Waco, Texas Area
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Partner
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Jan 1981 - May 1986
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Waco, Texas Area
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Education
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1974 - 1977Baylor 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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