Broker Check
Jeff Smith (MBA, ChFC, CLU, CASL)

Jeff Smith (MBA, ChFC, CLU, CASL)

Executive Officer

Jeff Smith, Investment Advisor, MBA, ChFC, CLU, CASL has been serving clients for over 20 years. He knows that every client has unique needs and a unique communication style. Jeff is skilled at both developing personalized financial solutions and ensuring his clients understand their current and future financial pictures.

Jeff is married with two children and is a very active volunteer. He believes that everyone has a responsibility to giving back to the community.