About My Practice
At Ameriprise Financial, we believe financial planning is a long-term, collaborative relationship.
It's what sets us apart.
I work with a team of select professionals. As an Ameriprise Private Wealth Advisory practice, RJ Smith & Associates is comprised of knowledgeable financial professionals who can help simplify your complex financial management needs and provide the superior level of experience, wisdom and service you deserve.
Whether your goals are growing your assets, preparing for retirement, planning your estate or transferring family wealth, we'll discreetly provide highly personalized service - assisting with details and nuances important to you and your family, not just your investments. We'll apply our experience plus integrate the advice of outside experts to help simplify the most complex financial situations and free you to enjoy your life more fully.
We work one-to-one with each of our clients to understand what is important and unique to them and their families. This information provides the foundation for working together to develop a financial plan tailored to your short-and long-term goals. Together, we'll track your progress toward your goals as your situation evolves and market conditions change. We deliver financial solutions for today and tomorrow through a comprehensive and personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.
Year 2000 to present, Financial Advisor with Ameriprise Financial. Associate Financial Advisor with RJ Smith & Associates, an Ameriprise Private Wealth Advisory Practice. In field since 1994. Earned BA in Business Administration from the University of Washington in year 2000. My husband and I have been married over fourteen years, with two young energetic boys. I enjoy outdoor activities, especially running, camping, skiing, hiking and yoga.
I am passionate about financial planning. I love helping people realize their full potential, aligning their finances to their goals (creating blue prints and plans) and educating clients so they can proceed with conficence, knowing they've made conscious decisions, based on their unique circumstances, that will shape the future they want to see. Life is constantly changing and it's a privilege to be included in the lives of my clients to help keep them on track, revising plans and action items, as their finances change.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: wa, or, Health/disability insurance: WA, OR, Fixed annuities: wa, or, Variable annuities: wa, or
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Ameriprise Financial Services, Inc.
Considerations: Either Consultation Fee or Commission or both, depending on services desired by client
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.