Broker Check




Lara Smith is an integral part of our team, serving as an Operations Analyst and Service Associate. Her extensive knowledge and unwavering commitment to maintaining efficient procedures within our organization contribute to the smooth operation of our financial practice.

Professional Background

Lara utilizes a broad, analytical approach to oversee various operations-related functions and reporting, with a particular focus on servicing our existing clients. Her strong enthusiasm for acclimating clients into the world of financial planning is evident in her dedication and attention to detail. She tackles challenges with a direct approach and an unwavering determination for continuous improvement.

Prior to her current role, Lara held positions as a Client Relationship Manager and Financial Planner within our agency, gaining valuable experience that has enhanced her current role.

Lara holds a bachelor's degree from Buffalo State College, a master's degree from Western Illinois University, and currently maintains Series 6 and 63 licenses, demonstrating her commitment to professional growth and excellence.

Life Beyond Work

While Lara is dedicated to her professional life, she also values her personal time and connections. She spends quality time with her loving family, which includes her husband and daughter, a cat, a dog, and even six chickens, adding a touch of country charm to her life.

Beyond her family life, Lara has a passion for staying active and embracing the great outdoors. She is an avid recreational runner who appreciates the thrill of winter weather. She enjoys both skiing and snowboarding, often hitting the slopes with family and friends. Her latest endeavor involves hitting the gym and lifting heavy weights, with the goal of achieving the biggest muscles you've ever seen!

Lara's multifaceted interests and unwavering dedication to both her work and personal life make her an invaluable part of our team, embodying our commitment to excellence and balance.

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