Team

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...

Sam Shaw is the newest associate of R.B. Smith Co. joining the team January 2019 with a background in financial planning, banking, and trust services. Sam is a CERTIFIED FINANCIAL PLANNER™ professional and is a Registered...

Sarah has been with R.B. Smith Co for 10 years and has 20 years of financial services experience. She is a LPL Financial registered associate with a liberal arts degree from Indiana University. Sarah supports Dan in various planning...

Jacque has been with R. B. Smith Co. since July of 2012 and has over 25 years of experience in the financial industry, specifically banking and investment operations. Jacque assists Dan with daily operations, client service requests,...

Diana is the newest member of our team having started in October 2013. She serves as the primary point of contact for and liaison between clients and vendors, coordinates scheduling and handles a variety organizational tasks and...

Sue has 15 years of experience with R. B. Smith Co. and serves as the bookkeeper; she maintains office records, compliance, and preforms client service requests. Sue is semi-retired and works Wednesdays and Thursdays. Sue truly enjoys...