Erik Smith

What do you enjoy most about wealth management?

I love helping people reach their goals and dreams while also making a real impact on their day-to-day lives. I enjoy forming relationships and getting to know clients on a personal level.

What are the biggest challenges?

One of the biggest challenges we face is helping to keep emotions out of the way regarding the markets and news. Another challenge we face is having tough conversations with clients, but ultimately we are looking out for their best interests.

What professional accomplishments are you most proud of?

I am most proud of the fact that I have found a career path that I love and have an impact on others.

What personal accomplishments are you most proud of?

My biggest personal accomplishment is my relationship with my beautiful wife, Melanie, and also my relationships with my family and friends. Second would be winning state baseball when I was in high school and winning the Big 12 tournament when I worked for Iowa State Men’s Basketball.

What quality of yours makes you best suited to do what you do?

I am ambitious, thoughtful, and love connecting with people. I believe these traits help me build and keep trust in this profession.

How should people think about their wealth?

As an engine/tool to allow people to do what they want, when they want, where they want, and with who they want. The power of compounding and overall management of our wealth can help us achieve our dreams and allow us to lead purposeful lives.

What do you love to do outside of work?

I love hanging out with Melanie, my family, and friends. I enjoy watching and attending sporting events (especially the Iowa State Cyclones!), traveling, and trying out restaurants/breweries.

What’s the most influential book you’ve read?

The Millionaire Next Door by Thomas J. Stanley and William D. Danko

What would you be doing if you didn’t work in the financial industry?

I would be working my way up the ladder as a basketball coach in college hoops.

Education and accreditations

    • Bachelor’s degree in Accounting from Iowa State University
    • Currently pursuing my Master’s in Business Administration from the University of Iowa
    • Certificate of Financial Planning from Bryant University