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Lori Smith

Financial Services Professional

Biography

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning
  • College Funding Strategies
  • Charitable Giving
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

2020008-234829

Check the background of this investment professional on FINRA's BrokerCheck