Matt Smith

For 10 years, Matt has worked with our team to provide clients with comprehensive financial planning and insightful investment guidance. He finds it very rewarding to help clients determine goals for their portfolio and design strategies to help work toward them. Whether those goals are short-term, producing current income or long-term growth, Matt employs a broad set of strategies to help clients progress toward their financial goals.

Matt began in investment research and retirement planning, and has grown into investment strategy construction and comprehensive financial planning. Matt focuses on getting to knew each of our clients as individuals first, and investors second; this helps provide individualized retirement and financial planning strategies that each client can be comfortable with while helping them progress towards their goals.

Matt focuses primarily on tactical asset allocation and investment strategy design utilizing some of the most efficient and cost effective vehicles available. 

As a Certified Financial Planner professional, Matt continues to meet the ongoing certification and continuing education requirements. The achievement of this accreditation is only one of many ways Matt has demonstrated his drive to continue learning and providing strategies and services to our clients. Matt graduated from UNO with an MBA in Finance, and he enjoys keeping us up-to-date on the latest market trends and technology. Along with holding the CFP®, Matt holds the Series 7 General Securities License, as well as the Series 9 & 10 General Securities Sales Supervisor License.

Born in Wiggins Mississippi, Matt now resided in River Ridge with his wife, Julie and dog, Gus. In his free-time Matt is an active outdoorsman, and enjoys restoring antique cars as well as staying physically fit.

Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation and diversification does not ensure a profit or protect against a loss.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.