Our Firm







  • CEO and President of Smith Financial Planners, LLC.

  • A Distinguished Graduate of the National Institute for Estate Planners.

  • Licensed in AL, FL, GA, LA, MS, TN Series 7, 24, 26, 63, and 65 for securities and insurance.

  • B.S. Degree from Stephen F. Austin University, Advanced Studies at S.M.U.

  • Has been in the financial securities and insurance industry since 1962.

  • Held office as Regional Vice President in the Southeast with American Skandia (now Prudential) and also TransAmerica Capital, Inc.

  • Mentor and Coach for Registered Representatives in Banks, Wirehouses and Independent Broker/Dealers.

  • Professional Organizations: Kingdom Advisors, National Association of Christian Financial Consultants and The Gideons International.









  • Co-Owner and Vice President of Smith Financial Planners, LLC

  • Office Operations Proficiency

  • Attended Louisiana State University.

  • Customer relations manager

  • Bachelor of Arts from Tulane University, Social Sciences.