Jeffrey Smith

Jeffrey SmithJeffrey Smith is a writer and Certified Financial Planner™ who has spent more than 20 years connecting his clients’ finances with their dreams. An expert in estate planning, with a special expertise in assisting clients with their philanthropic endeavors, Jeffrey has worked as an auditor, banker, Certified Public Accountant (CPA), and financial planner. He lectures regularly on a variety of financial topics, and he has published numerous papers, articles and newsletters on estate planning and other financial matters. He is passionate about food and calls himself “dangerous in the kitchen.” He loves music of many styles and occasionally plays his guitar and sings at coffee houses in St. Louis.

After working for years with clients from The Greatest Generation, Jeffrey began to recognize a new generation of people who master life in extraordinary ways – people who are bold, innovative and generous.