Briana Smith has been walking 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®) designation from the American College. 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, Sullivan and Audrey. She is currently the financial officer at Lake Country Montessori where Sully attends preschool.

Office located at:
W1046 Marietta Ave
Ixonia, WI 53036