Jeff Smith

Financial Representative

As a Financial Representative at Strategic Planning and Investment, Jeff is dedicated to building strong relationships with his clients. His passion for client success comes from his desire to help families design a financial solution that is tailored to each client’s specific idea of financial success, which means each portfolio is unique to the client’s present and future goals. 

Jeff approaches every conversation with clients with the same philosophy: transparency. He centers his practice on three core principles: Honesty, Strong Relationships, and Integrity. His top priority is making sure that clients know that no matter where they are in their financial journey they are valued and supported. Jeff believes building strong relationships with his clients to create an atmosphere of mutual trust, openness, and integrity. He strives to show up for each of his clients the same way he shows up for his own family. 

Jeff began his career in financial services at The America Group and has spent the past 19 years helping clients achieve their financial goals. Before transitioning into finance, Jeff dedicated 26 years to coaching baseball at Civic Memorial High School and also worked as a supervisor at AB Distributor. A graduate of William Jewell College with a Bachelor of Science in Management and Administration, Jeff remained involved in local athletics even after his coaching tenure through his work with numerous athletic scholarships, continuing to serve his community in new and meaningful ways through his work. 

Jeff resides in Bethalto, IL, with his wife, Leann. Together, they enjoy spending time with their family, especially their grandchildren. He is an active member of the community taking part in the local chapter of Order of the Moose organization and continuing to coach local athletes. Jeff considers his greatest accomplishment to be raising an amazing daughter and being able to help families like his secure a strong financial future.