Smith Securities is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.

About Smith Securities
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Together with Matson Money, Smith Securities is leading the way by providing breakthrough education, tools, and coaching that helps families transform their financial futures.
Working together, Matson Money and Smith Securities help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing.
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The Smith Securities* team is powerfully trained in the Matson Method - a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind.
Company Leadership
Christopher Smith
Founder, CEO
“If we can show people how investing really works, they can create a future that makes a difference for themselves, and enjoy their life without worrying about what their money is doing.” Chris, a CERTIFIED FINANCIAL PLANNING™ Professional, attended Louisiana State University, where he graduated magna cum laude with a Bachelor’s Degree in Business Management....
Jeremy Burri
Investor Training and Development
Jeremy is a veteran of the financial services industry, having started his career while he was in college in 2001. He has worked in the east central WI area for all of that time, so his face may be familiar. In 2008, after his master’s program at Oklahoma State, Jeremy felt that the financial services...
Sarah Malone
Director of Operations
“Everyone can thrive in any circumstance, that's why I'm passionate about working with Smith Securities and Matson Money. I know that peace of mind around your money and financial future can be achieved, and I look forward to helping create that for all families.” Sarah joined Smith Securities in 2022 as the Director of Operations....