Austin Smith

With a strong commitment to a client-first approach, Austin focuses on helping individuals and businesses navigate their financial journeys with confidence. Bringing knowledge in retirement planning, group benefits, and business financial strategies, Austin strives to provide clear, actionable steps that align with each client's goals. His approach is built on transparency and integrity, ensuring clients feel informed and empowered in their decision-making. By simplifying complex financial topics, he consistently works to help eliminate uncertainties and create tailored solutions that support long-term financial well-being.

Austin earned a degree in Computer Science, with a minor in mathematics, from the University of North Carolina at Charlotte. He has a background specializing in AI, robotics, gaming, data analytics, machine learning and automation. This technical knowledge allows him to easily embrace new technology, concepts, and resources. With this technical knowledge, Austin helps clients adapt to the evolving digital economy and helps enhance clients overall financial plans. His dedication to continuous learning and innovation helps ensure he stays ahead in an ever-changing industry.

Outside of work, Austin enjoys an active lifestyle, spending time golfing, backcountry snowboarding, and lifting weights. Training his German Shepherd is also a favorite pastime, reflecting patience and dedication. Whether in the mountains or at the gym, Austin appreciates the discipline and focus that come with his hobbies – qualities that also translate into his professional approach.

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