Alan M. Smith, CFP, CLU, ChFC, CWPP, is a 5-Star Rated Wealth Advisor with nearly 30 years of experience in providing wealth management guidance to clients. Alan provides strategic counsel to Trinity as a Partner to help ensure the long-run success of Trinity and the client family.
Committed to professional and personal development, Alan is a member of the Estate Planning Council of St. Louis as well as the Society for Financial Services Professionals. He is also an active member of The Legends in Eureka, Mo. and New Community Church in Wildwood, Mo.
Alan donates his time to help in the mission of the International Leadership Institute, an organization dedicated to equipping and mobilizing Christian leaders around the world. He graduated from the University of Florida with honors while earning a bachelor’s degree in Industrial Engineering.
“Having the combination of working financially within a company whose mission centers around faith and purpose is powerful. We all are aligned at the very core and there is no question of our bigger purpose for the clients we serve.”