Briana Smith CLU®W1046 Marietta Ave.Ixonia, WI 53036

Briana Smith CLU®
W1046 Marietta Ave.
Ixonia, WI 53036


Director of Wealth Management

Briana Smith has been walking clients through the financial planning process since 2014. She holds the Series 6 & 63 & 65 & 7 securities registration with LPL Financial along with her Chartered Life Underwriting (CLU®) designation from the American College. She is leading our team in many different capacities.

Briana is a graduate of the University of Wisconsin – Madison. She has grown up in the Lake Country area, and enjoys many outdoor activities with her family. She is married to Cameron and they have two children. She is currently the financial officer at Lake Country Montessori.