Focus: Insurance Strategies, Business Owners, LGBTQ, Investment Strategies
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Smith is a graduate of UCLA, University of Notre Dame, and studied law at the London School of Economics. He is a former volunteer with Big Brothers, Los Angeles and Chicago prison mentoring programs, and Board member of Boys & Girls Clubs Chicago, Papua New Guinea US AID, and the Irish Georgian Society. Smith resides in Jacksonville with his wife Karen and their three boys.
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