Lori A. Smith

My Story

I have worked in the investment and compliance industry for 31 years and have been fortunate to work with many of the same client families dating back to the beginning of my career in 1992.  My previous firm, Clarus Financial, merged with RDFA in 2010,

One of my roles at RDFA is being our Operations Manager.  I provide day to day client service and am also responsible for overseeing daily operations and the firm’s compliance program.  I thoroughly enjoy interacting with clients and am dedicated to ensuring they receive exceptional service.

Personal Information

Lives with husband, Dave
Two grown children, David and Erika
Loves spending time with her family and being outdoors
Committee member for the Besthesda Foundation Celebration of Angels
Frequently volunteers at St. Louis Church

Education

Business and Office Administration, University of Cincinnati, 1992
More than 31 years of experience in the financial planning industry