Christi Hake
Smith Moore Senior Vice President, Financial Advisor
- Role
- Senior Vice President & Financial Advisor at Smith Moore
- Location
- Jefferson City, MO, US
- LinkedIn followers
- 500 followers
About Christi Hake
OUR FIRM provides comprehensive financial planning services to individuals,families and small businesses. We utilize a holistic approach in analyzing and planninga client’s investment portfolio, retirement, children’s education, goal planning, taxadvantaged investing, risk management and estate planning. Recommendationsare based solely on your specific needs, circumstances and goals.
Experience
Senior Vice President & Financial Advisor
Dec 2018 — Present
OUR FIRM provides comprehensive financial planning services to individuals,families and small businesses. We utilize a holistic approach in analyzing and planninga client’s investment portfolio, retirement, children’s education, goal planning, taxadvantaged investing, risk management and estate planning. Recommendationsare based solely on your specific needs, circumstances and goals. OUR MISSION is to partner with clients to establish and achieve financial goalsthrough objective planning and management of investment assets. Our purpose isto help build, manage and preserve your wealth. We practice the golden rule and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients’ successin achieving their goals.OUR CLIENTS share in the realization that by coordinating and managing today’sfinancial decisions they can achieve their goals for tomorrow. They areindividuals and businesses that expect excellence and have made a firmcommitment to achieving it themselves. Our clients usually have no desire tomanage their financial affairs on a daily basis, want to simplify their lives, and arewilling to enter into a long-term relationship that is mutually beneficial. They arehighly motivated to work with a professional advisor.
Education
Southern Illinois University Edwardsville
B.S. in Management & B.S. in Marketing, Business, Management, and Marketing
1982 — 1987
Webster University
Master of Business Administration, Business
1994 — 1996
Skills
- Investments
- Investment Strategies
- Trading
- Retirement
- Financial Advisory
- Wealth Management
- Management
- Asset Allocation
- Mutual Funds
- Life Insurance
- Series 7
- Finance
- Investment Advisory
- Financial Planning
- Retirement Planning
- Securities
- Estate Planning
- Leadership
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.