Kameron Smith, Cfp® Email & Phone Number

Dayton, Ohio, United States

Parallel Advisors is a registered, independent wealth management firm serving individuals, families, retirement plans, family offices, and foundations.We specialize in comprehensive financial planning designed to help our clients accomplish their financial goals. Our expertise includes portfolio construction, asset management, estate and wealth transfer, tax planning and preparation, risk management, and other specialized services. Our offices are located in San Francisco, Dallas, Denver, Dayton, Oklahoma City and Honolulu.

Dayton, Ohio, United States

As a Financial Strategist at McKinley Carter, I had the privilege of guiding over 100 families/individuals on their journey to financial success. In this role, I served as a trusted advisor helping clients build and accumulate wealth while staying true to their financial objectives.Key Responsibilities:Wealth Accumulation and Goal Tracking: Implemented proactive strategies to assess clients' financial health and determine if they were on track to meet their goals. For those off-track, I provided tailored solutions to course-correct and ensure alignment with their objectives.Holistic Financial Planning: Led clients through major life transitions, including retirement, loss of a loved one, divorce, and other significant life events. By fostering authentic relationships, I provided compassionate support and practical guidance during challenging times.Investment Management and Portfolio Oversight: Managed clients' investments and portfolios with a keen focus on risk management and long-term growth. Through diligent research and analysis, I optimized investment strategies to align with each client's risk tolerance and financial objectives.Estate Planning and Risk Management: Developed comprehensive estate plans and identified insurance needs to safeguard against unforeseen risks. By addressing potential vulnerabilities, I provided clients with peace of mind and confidence in their financial future.Client-Centric Approach: Above all, I prioritized the well-being of my clients, serving as a dedicated advocate and friend. Clients trusted me to provide unbiased advice that always prioritized their best interests, fostering relationships built on transparency, empathy, and integrity.Throughout my tenure at McKinley Carter, I led with a commitment to excellence in financial planning, recognizing it as the cornerstone of my work. By embracing authenticity and empathy, I empowered clients to navigate complex financial decisions with confidence and clarity.

At LifePlan, I transitioned into a leadership role, taking charge of financial planning and investment management for over 100 families and individuals. With a focus on client-centric solutions, I specialized in estate planning, insurance strategies, and investment allocation while driving internal process enhancements and technological advancements.Key Responsibilities:Tailored Financial Solutions: Guided clients through personalized financial plans, emphasizing estate planning, insurance strategies, and investment allocation to align with their long-term goals and aspirations.Client Relationship Management: Established strong client relationships built on trust, transparency, and empathy. I served as a dedicated advocate, providing unbiased advice and fostering enduring connections.Operational Excellence: Managed administrative functions, including billing, account management, and paperwork, ensuring seamless operations and efficient client service. As the primary point of contact, I responded promptly to client inquiries and needs.Technology Innovation: Led initiatives to enhance internal processes and leverage technology solutions, particularly in Salesforce and Orion Wealth Tech. By optimizing workflows and integrating innovative tools, I improved operational efficiency and client service delivery.Throughout my tenure at LifePlan, I demonstrated a commitment to excellence in client service, administrative proficiency, and technological innovation. By combining strategic planning with hands-on execution, I played a pivotal role in delivering exceptional financial solutions and service experiences to our clients.

Miamisburg, Ohio

During my formative years at LifePlan, I collaborated closely with a lead advisor, jointly managing over 200 clients. While my primary focus was on enhancing clients' financial foundations through estate planning, insurance planning, and investment planning, I played a supportive role in investment strategy and financial plan development.Key Responsibilities:Client Value Addition: Dedicated to adding value to clients' financial well-being, I focused on foundational aspects such as estate planning, insurance planning, and investment planning. By prioritizing these critical areas, I ensured clients had a solid financial framework to build upon.Administrative Expertise: Managed various administrative tasks, including billing, account management (money in and out), account transfers, and custodian paperwork. As the first line of contact for clients, I provided seamless support and addressed inquiries promptly and efficiently.Process Improvement: Spearheaded internal process improvements and technology enhancements, taking the lead in implementing new systems such as Salesforce and Orion. By optimizing internal workflows and leveraging innovative technology solutions, I enhanced operational efficiency and client service delivery.Throughout my tenure at LifePlan, I demonstrated a strong commitment to excellence in client service, administrative efficiency, and technological innovation. By combining strategic planning with hands-on execution, I contributed to the firm's success and played a pivotal role in delivering exceptional service to our clients.

- Gather information and construct personal financial statements- Review and analyze information provided by clients- Use of financial planning software to help make recommendations- Inform clients of terms, facts, concepts, and theories in financial planning

Miamisburg, Ohio

During my college years, I dedicated 30-40 hours per week to Sherwin Williams, where I served as a Sales Associate and participated in their Internship program for 2 years. As a key holder and trusted team member, I engaged with retail and residential repaint customers daily, mixed and prepared orders, and managed weekly inventory orders through the STAR system.Additionally, I played a pivotal role as a Training store for new Management Training Program (MTP) hires in the Dayton market. Over a three-month period, I provided comprehensive training to new managers, covering store management, SW product knowledge, paint application problem-solving, and sales techniques.