Professional

I work diligently for my clients by providing exceptional financial representation.  As my client, I will seek to understand what is most important to you and provide customized financial guidance.  My passion for this business is based upon my desire to make your goals and dreams a reality.


My Mission

“We strive to fully understand our client’s goals and objectives, educate them on the different aspects of financial planning, develop a personalized financial plan, and make recommendations to implement effective strategies to ensure they live financially secure lives.”


Associations

Million Dollar Round Table (MDRT) | 2008 - 2017

The standard of excellence in financial services, designating top 5% in the entire industry.  A member of “Top of the Table”, an exclusive forum for the world’s most successful financial services professionals at the top 1%, who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.

 

National Association of Insurance and Financial Advisors (NAIFA) | 2005 - 2017

An organization bringing financial representatives tools, resources and connections to help them succeed. NAIFA is also a voice on issues that impact the insurance industry and clients financial security. Awarded to those who demonstrate a dedication to client service, ethics and excellence. As an award recipient, acknowledged for the distinction among colleagues, clients and companies. Financial advisors are recognized for their commitment to excellence in service to their clients and their industry, in the pursuit of education, training, and their adherence to NAIFA's code of ethics.


Professional Designations

CERTIFIED FINANCIAL PLANNERTM (CFP®): The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®): A professional designation conferred upon an individual by the American College as a result of the attainment of high standards of education and proficiency in the art and science of life underwriting. The CLU® program delves deeply into the life insurance business, its place in the economy, its operation and distribution systems, and its investment basis. CLU® candidates must pass a national examination that covers life insurance, insurance law, taxation, accounting, management, economics, group benefits, investments, and retirement and estate planning.

Chartered Financial Consultant (ChFC®): A professional designation conferred upon an individual by the American College as a result of the successful completion of financial courses. This designation indicates that the individual has a broad and in-depth knowledge of the financial planning process as well as the various financial products available in the marketplace. ChFC® candidates must pass a national exam in insurance, investment, taxation, employee benefit plans, estate planning, accounting, and management.

 

Evan A. Smith, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck