Briana Smith has been guiding clients through the financial planning process since 2014. She holds the Series 6, 7, 63, & 65 securities registration with LPL Financial along with her Chartered Life Underwriting (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College. A CLU® certification gives advisors in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, the necessary knowledge to help clients address their estate planning needs and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals. Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation. The program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. Briana is passionate about building strong relationships with our customers, at the same time, continues to increase her knowledge of wealth management products.
Briana is a graduate of the University of Wisconsin – Madison. She has grown up in the Lake Country area and enjoys many outdoor activities with her family. She is married to Cameron and they have two children.
Office located at:
W1046 Marietta Ave
Ixonia, WI 53036