Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Louisville, Bachelors of Science Communications 2016

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023, 2024
  • Ameriprise Client Experience Award, 2024

Previous experience

  • SGWS; Sales Consultant, 2018-2021
  • Jim Beam Distillery; Brand Manager, 2016-2018

Interests

Giving back to the community and helping people reach their goals makes me fulfilled. I get to do this every day with my father, Pete Smith, the Financial Advisor who has taught me everything I know! He recently walked me down the aisle to my husband Austin in June. I love spending time with my family on our small piece of land we live on in New Albany, IN. Our dog, Pepperoni, helps me stay fit by running me around the yard when she can. Most importantly, I put God first and aim to lead through Him everyday.