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Lauren S

Series 66

Marion, MI

SPC

Lauren Smith is a financial advisor with SPC in Marion, MI, holding a Series 66 designation and six years of industry experience. She has worked at Sigma Financial Corporation since 2019 and has a background that includes roles in dental and other service-related fields. Outside of advising, she runs Beez Kneadz LLC, a small craft and interior design business operated from her home. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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