As a CERTIFIED FINANCIAL PLANNER™ and Registered Representative, Skylar helps KPM Wealth Advisors develop strategies and provide research and analysis to clients.
Practice Emphasis
- Investment planning, retirement savings, & income planning
- Insurance & risk management planning
- Estate planning
- Employee & employer benefit plans
Credentials
- CERTIFIED FINANCIAL PLANNER® Professional
- Registered Representative
- Investment Advisor Representative
Education
- B.S. degree in Finance, Missouri State University
- M.B.A. degree, Rockhurst University
- Participates in 40+ hours of CPE annually
Professional Memberships
- Greene County Estate Planning Council, Board Member
Licensing
- Series 6, 7, 24, 26, & 66
- Missouri insurance licenses for life, accident & health, variable contracts
- Missouri Real Estate License
Community Involvement
- United Way of the Ozarks, Day of Caring Volunteer
- Salvation Army, Red Kettle Volunteer
- Adopt-A-Street Program, Volunteer
- Leadership Springfield Class 35, Graduate