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Team

At Chris Smith Investments, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Chris Smith

Managing Principal, Owner

928-472-7634

928-474-9270

chris@chrissmithinvestments.com

Received congressional nomination to West Point from Senator John McCain (1982) Received the John C. Marshall Award for placing in the top 5% of all ROTC cadets nationwide(1989) Received the Combat Infantry Badge for being an infantry...

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Lisa Youngcourt

Account Administrator

(928) 472-7634

(928) 474-9270

lisa@chrissmithinvestments.com

Lisa has been working for Chris Smith Investments since July of 2005. She has a strong and diverse background in customer service. Some of Lisa’s job duties include taking care of daily operational items such as, scheduling,...
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Shelly Sundra

Registered Administrative Assistant

(928) 472-7634

(928) 474-9270

shelly@chrissmithinvestments.com

Shelly is an Administrative Assistant with more than twenty-eight years of financial services experience, Shelly is responsible for managing the Chris Smith Investments office in Payson, AZ. Shelly works daily with clients addressing...
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