Brian Smith

Financial Advisor
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bsmith@sigmarep.com

Brian started working in the financial services industry in 1998. Since then, he has developed an extensive education of investing and managing wealth. He uses this knowledge to help you pursue your financial objectives. His expertise includes comprehensive retirement planning, and portfolio management.  Brian prides himself on taking the complexities that come with financial planning and breaking it down so it is simple to understand.  Each client has their own timeline and level of risk. It is there, where Brian personalizes a financial plan and helps guide them through.

Brian earned a bachelor’s degree in finance where he graduated with honors from Davenport University. Before forming Summit Wealth Advisors, Brian started his career with Edward Jones Investments. He adores his beautiful wife Tabitha and two lovely children Sabrina and Brysen.

 

"We are here to hold your hand through prosperity and adversity."

BRIAN SMITH