Meet the Team

Chris Smith

Chris, a CERTIFIED FINANCIAL PLANNING™ Professional, attended Louisiana State University, where he graduated magna cum laude with a Bachelor’s Degree in Business Management. He then graduated from Tulane University with a Master of Finance degree.

He started Smith Securities in 2017, when it became evident to him that the sales driven nature of the financial services industry by some created certain conflicts of interest that hurt clients.

“If we can show people how investing really works, they can create a future that makes a difference for themselves, and enjoy their life with less worrying about what their money is doing.”

Jeremy Burri

Investor Training and Development

Jeremy is a veteran of the financial services industry, having started his career while he was in college in 2001. He has worked in the east central WI area for all of that time, so his face may be familiar.

In 2008, after his master’s program at Oklahoma State, Jeremy felt that the financial services industry was broken. Just steps away from leaving the profession in 2009, he discovered that there some firms that gave advice that was in alignment with what he had learned about sound and prudent investing.

"People work very hard to build their wealth.
Unfortunately, not all understand how their wealth is being invested. Some in the industry want you to believe it's too "complicated" for you. Well, we believe that it's not. You have a choice, and it's our mission to help you reclaim your confidence in making your investing decisions."

Interested in learning more?

cps@smithsecuritiesllc.com

985-273-0454