Raleigh Smith, CRPC^®

When I was younger, I watched loved ones retire in a lot of different ways. Some had planned for years and transitioned smoothly. Others were caught off guard and had to figure things out on the fly. Those experiences made me want to understand what it actually takes to set yourself up financially, and I've spent the last ten years learning how to help other people do the same thing.

Money is a complicated topic, and I think a lot of people feel overwhelmed by it. My goal is to empower clients to understand their situation and see the value of having a solid strategy in place. I work as an assistant wealth manager here, which means I'm involved in the day-to-day work of connecting with clients, processing transactions, prepping for appointments, and making sure all the forms get handled correctly. Every day there's something new to learn or someone new to connect with, and I genuinely enjoy hearing people's stories. The hobbies and interests our clients bring to the table keep me excited about the world and what's out there to explore.

I earned my CRPC^® designation (Chartered Retirement Planning Counselor) and hold my Series 6, 7, 63, and 65 licenses because I wanted to make sure I had the technical knowledge to back up the work I'm doing.

I'm from Littleton, and sports were a huge part of my childhood. My dad was my head football coach, and that shaped a lot of who I am today. I met my wife, Alexa, shortly after we both graduated from Colorado State, and we got married in Italy in June 2022. We have a son, Rowan, who's almost two, and honestly, being a dad is my number one passion right now. Watching him learn and grow makes even the normal daily things more exciting. He's the reason I'm motivated to get up each day and be a better person, teammate, and advisor.