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About
Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Meet Our Team
Laura Smith
First Vice President - InvestmentsLaura is dedicated to providing the highest quality service to help clients achieve their financial goals. A financial advisor since 2006, she continues to apply her strong work ethic to the passion of helping clients discover, develop and implement a plan to reach those goals. While frequent conversations reveal clients’ needs, much time and energy is allocated to researching strategies, managers and resources for investments as well as the liabilities side of the portfolio.
Outside of the office, Laura devotes her energy to helping the underserved reach their potential. As past chair and current board member of the Copley-Price YMCA, she is passionate about their programs to empower at- risk youth. One of them, Y-Strong Girls, provides tools to empower young women to create meaningful lives through healthy choices, self-awareness, mindfulness, movement, camaraderie, and community involvement. She is a long-time supporter of Father Joe’s Villages, serving the homeless in downtown San Diego. In her spare time, she enjoys family time with her husband, Tim, children and grandchildren. Gardening, wine tasting, golf and the company of friends bring extra fulfillment.
CA Insurance License #0F40096
Resident State: California
Outside of the office, Laura devotes her energy to helping the underserved reach their potential. As past chair and current board member of the Copley-Price YMCA, she is passionate about their programs to empower at- risk youth. One of them, Y-Strong Girls, provides tools to empower young women to create meaningful lives through healthy choices, self-awareness, mindfulness, movement, camaraderie, and community involvement. She is a long-time supporter of Father Joe’s Villages, serving the homeless in downtown San Diego. In her spare time, she enjoys family time with her husband, Tim, children and grandchildren. Gardening, wine tasting, golf and the company of friends bring extra fulfillment.
CA Insurance License #0F40096
Resident State: California
Catherine Tate
Senior Registered Client AssociateAssistant Vice President
In her role as Senior Registered Client Associate, Assistant Vice President, Catherine Tate works with Laura Smith in handling the operational aspects of the practice. Catherine strives to understand a client’s needs and wishes and provide outstanding service to all.
Working with Wells Fargo Advisors since 2009, Catherine brings a far-ranging breadth of experience in her personal and professional life that she hopes gives her the empathy to understand each client’s own unique path. Growing up in San Diego, she went on to earn a BS Business Administration at USC. After living in many other cities and countries, she is grateful to call this beautiful place home.
CA Insurance License #0F06103
Resident State California
Working with Wells Fargo Advisors since 2009, Catherine brings a far-ranging breadth of experience in her personal and professional life that she hopes gives her the empathy to understand each client’s own unique path. Growing up in San Diego, she went on to earn a BS Business Administration at USC. After living in many other cities and countries, she is grateful to call this beautiful place home.
CA Insurance License #0F06103
Resident State California
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.