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Biography

As an Senior Advisor, Emory Smith leads the firm’s efforts to expand and elevate its insurance offerings. With 20 years of experience specializing exclusively in life insurance, Emory brings deep expertise and a client-centered approach to building tailored solutions that support long-term planning and protection. He works closely with the Insurance Team to identify new opportunities, drive strategic growth, and ensure insurance remains a vital part of the firm’s holistic approach.

Originally from Dallas, Emory moved to Phoenix to attend Arizona State University. He and his wife, Katie, have two young boys and enjoy spending their free time coaching youth sports, connecting with friends and family, and engaging in competitive games of Monopoly.

Emory’s Team:

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