Our Mission is to Build and Preserve Your Wealth.
Our partners have decades of experience in financial planning and they continually upgrade and enhance that experience through a rigorous program of continuing education conferences and coursework.
Dan L. Wilburn
FOUNDING PARTNER
The owner of R.B. Smith Co. began working in the financial practice in Valparaiso in 1993. He is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Registered Securities Principal, holding Series 7, 24, 63 and 65 securities registrations with LPL Financial, as well as life and disability insurance licenses. Dan attended Valparaiso University, earning a B.A. in business administration with a concentration in finance.
Dan has given back to his community in a variety of ways, from serving as president of his congregation for several years to coaching his children’s baseball and softball teams. While at Valparaiso University, Dan was fortunate to have pitched in more games than anyone else. Dan and his wife Becky have two children, Rachel and Jackson.
email: dwilburn@rbsmithinc.com | phone: (219) 462-3630
Sam Shaw
PARTNER
Sam Shaw is a partner at R.B. Smith, joining the team in 2019. Sam has experience in financial planning, banking, and trust services. Sam is a CERTIFIED FINANCIAL PLANNERTM professional and a Registered Representative, holding Series 7 and 66 securities registrations with LPL Financial. He is dedicated to expanding and enhancing the exceptional service provided to our clients through a comprehensive financial planning process.
A lifelong resident of Valparaiso, Sam graduated from Purdue University West Lafayette with a B.S. in Financial Counseling and Planning. Sam resides in Valpo with his wife, Courtney, and their two children, Chloe and Joey. As their family continues to grow, Sam cherishes spending quality time with his kids, creating lasting memories and enjoying the simple joys of family life.
email: sshaw@rbsmithinc.com | phone: (219) 462-3630
Sarah Opperman
LPL REGISTERED SALES ASSISTANT
Sarah has been with R.B. Smith since 2006 and has 30 years of financial services experience. She is a registered sales associate and a proud graduate of Indiana University.
Sarah supports Dan & Sam in various planning capacities and has refined capabilities in researching issues and providing concise responses to our clients. She processes security transactions in addition to managing Required Minimum Distributions.
Sarah and her husband Chris live in Valparaiso and have two children, CJ and Michael. Outside of work, Sarah enjoys spending time with family and friends, cheering for the Chicago Cubs, and cultivating her green thumb.
email: sopperman@rbsmithinc.com | phone: (219) 462-3630
Jacque Lambert
SALES ASSISTANT
Jacque has been with R.B. Smith since 2012 and has over 35 years of experience in the financial industry, specifically banking and investment operations. As a Sales Assistant, Jacque supports Dan and Sam with client service requests, death claims, marketing, client events, special projects and compliance.
She and her husband, Jeff, live in Crown Point and have 3 children: Nicholas (Megan), Megan (Joe) and Courtney. In her spare time, Jacque dedicates her time to family and loves spending weekends with her six grandchildren, who keep her very busy.
email: jlambert@rbsmithinc.com | phone: (219) 462-3630
Diana Van Schouwen
SALES ASSISTANT
Diana has been with R.B. Smith since 2013. She earned a B.S. in Business and an MBA from lndiana University. As a Sales Assistant, Diana serves as the primary point of contact for, and liaison between, clients and vendors. She coordinates scheduling and handles a variety of organizational tasks and projects.
Diana and her husband, Craig, live in Valparaiso. They have two children, Jacob (Alesha) and Bennett, and two Goldens, Gracie and Heidi. Diana and Craig welcomed their first grandchild, Adelyn, in 2025. In her spare time, Diana enjoys spending time with family and friends, traveling, reading and walking.
email: dvanschouwen@rbsmithinc.com | phone: (219) 462-3630