Contact Information:

ssmith@laurusplanning.com

678.908.1314

Steven Smith
BSAE, MBA, MS, Planning Institute /
Co-Founder & Principal, Director of Asset Management

Steve is a graduate of Auburn University and Georgia State University where he first earned his bachelor's degree in Aerospace Engineering and studied under several world-renowned professors. His special areas of study were structural design and rocket propulsion. Upon graduation from Auburn, Steve was selected to work on the C-5 Galaxy and Space Shuttle programs through Lockheed Aeronautical Systems and NASA, which is what brought him to Metro Atlanta in 1984. During that time, Steve also completed his Private Pilot Certification and has a love for flying single-engine aircraft, which he still occasionally does today when time permits. While working at Lockheed as a Design Engineer, Steve was one of 10 top candidates selected for management development through the Executive MBA program at Georgia State University, which is where he discovered his amazing passion for the world of Finance, Taxation and Investments and was awarded an MBA in Finance, along with degrees in both Taxation and Portfolio Management.

Earning a bachelor's degree in Engineering and master's degrees in Business, Finance and Taxation gave Steve a great foundation for critical thinking and unique problem-solving abilities. He began his financial career as a Planner and Advisor with Prudential Securities in 1989 and quickly became one of their top Representatives, eventually being selected for a position within their elite planning division known as Prudential Preferred Financial Services. As a specialist in our company's retirement and financial planning unit nearly 30 years later, Steve's finely-tuned analytical skills and abilities continue to serve him and his clients extremely well, with literally hundreds of amazing success stories.

Steve's ability to break down the most complicated issues into easy-to-understand steps empowers his clients to take the action they need to provide themselves with greater financial security. Prospective and existing clients alike have expressed Steve’s genuine and heartfelt concern for helping people preserve, protect and grow their wealth in a safe and predictable way. His diverse talents and extensive tax knowledge have provided unique and proven retirement solutions, despite the increasingly complex and confusing set of factors and challenges that face our senior citizens today.

Steve is an avid animal lover and annually supports the Atlanta Humane Society as well as the local shelters. Having lost both his parents and other loved ones to cancer at a young age, Steve also stays heavily involved in charity events and other worthy causes for the American Cancer Society. He enjoys tennis, water sports, golfing, biking and spending time with his family. Steve also serves many of our out-of-state clients as their primary Advisor and enjoys the traveling associated with those duties.

Our Partner Affiliates

Monte F. Cagle, CPA
Cagle Financial Advisory, LLC

Benjamin A. Walden
Attorney at Law

Gail Stephens
Faye Garrett
Senior Education Seminars