Kameron T. Smith CFP®

Kameron T. Smith, CFP®

Financial Strategist

With a passion for people and a mind for numbers, Kameron enjoys learning about clients’ goals and helping them organize a long-term strategy to achieve them. He serves a broad range of clients including families, business owners, executives, medical professionals, and entrepreneurs. Kameron is also responsible for creating and implementing forward-thinking strategies designed to help achieve wealth accumulation and protection. He is also a member of our Risk Management Specialized Practice Group.

Licensing and Education

CERTIFIED FINANCIAL PLANNER™ Professional
Bachelor of Science in Financial Services, Wright State University

Accomplishments and Honors

Kameron is the co-founder of the South Dayton Young Professionals, empowering young professionals in South Dayton “to discover their ‘why’ and providing them the tools to act on it, such that they may make a lasting, positive impact on their community and the world.” Some of their accomplishments include packing/delivering 1,600+ meals for Dayton local homeless shelters, spearheading the “Underwearness” Donation Drive to St. Vincent de Paul Homeless Shelter, and raising $15,000+ for Big Brothers/Big Sisters.

Community Involvement

During the past eight years, Kameron has been deeply involved with the Dayton Young Professionals group, serving as a leader and board member. He is married to his high school sweetheart and is also a father to two girls. He enjoys the great outdoors including kayaking, hiking, and fishing.

Kameron’s Articles

Risk Management

Finding the Right Insurance Agent

Protecting your home and auto assets is an important piece to your LifePlan. But finding the right Homeowners and Auto insurance can seem overwhelming. Do you just go with what's easiest and choose someone you know? One way people navigate this complexity is by talking with an independent insurance agent. Independent agents are licensed to sell insurance products from multiple companies instead of being direct employees of just one company. Learn more.

Risk Management

Find Help with Your Medical Bills

Despite over 90% of the United States population having some form of health insurance, medical debt remains a persistent problem. For people and families with limited assets, even a relatively small unexpected medical expense can be unaffordable. For people with significant medical needs, medical debt may build up over time with often no other option but making monthly payments as you can.

It can be understandably distressing trying to figure out how to pay out-of-pocket medical expenses — but it is important to understand all your options and to get financial assistance for medical bills as soon as possible. Check out these tips to help you in navigating your medical bills.

Tax Planning

Parent PSA: New Child Tax Credit Payments Could Negatively Impact Your 2021 Tax Bill

Did you know tax filers who are eligible for Child Tax Credit prepayments could see far smaller refunds or larger tax bills next year? Learn more so you can make better informed tax decisions for your unique financial situation.

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