Melissa L. Smith

Executive Assistant

“Successful investment is about managing risk, not avoiding it.”

-Benjamin Graham

Education

University of Kentucky – BS – Psychology

Achievements

Team

Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)