David H. Smith CFP^®, ChFC^®, CRC^®

With more than 25 years of experience in the financial services industry, Dave H Smith is dedicated to helping clients make intentional financial decisions that create meaningful change in their lives—both today and in the future. Dave began his career while working in the ready-mixed concrete industry, discovering along the way that his true passion was helping people understand their finances and plan with purpose. In 2004, he transitioned to financial advising full-time, committing fully to guiding individuals, families, and business owners through the complexities of financial planning.

Dave holds designations as a CERTIFIED FINANCIAL PLANNER^® professional, Certified Retirement Counselor^® (CRC^®), and Chartered Financial Consultant^® (ChFC^®). He works closely with managers and business owners of companies with 2–15 employees, helping them navigate strategies for building wealth, managing investments, and creating sustainable retirement income.

Known for his thoughtful and communicative approach, Dave works to understand each client’s unique goals, creates a personalized Risk Score, and builds portfolios blending tactical, strategic, and passive strategies. His philosophy centers on purposeful planning—helping clients gain clarity on their objectives so they can make confident and informed decisions.

Outside of work, Dave enjoys golf, archery, and target shooting, and volunteers with organizations supporting the autism community. His goal with every client is to build confidence, trust, and a clear vision for the future.