• CFC - Certified Financial Consultant
• FIC - Fraternal Insurance Counsellor
• Retirement & Estate-Planning Consultant
• NC Life/Health/Annuity Licensed
• NC Long Term Care Licensed
• Licensed Medicare Supplement & Medicare Advantage Agent
• National Association of Insurance & Financial Advisors QSA Recognition
• Member, National Association of Christian Financial Advisors
• Ordained Minister & Doctor of Divinity
• Certified Instructor in Biblical Stewardship
• Published Author & Speaker
• Former Chaplain, Gideons International & Republican Party
• Teaching Elder, Covenant Reformed Baptist Church
• Multi-year 5-Star Wealth Manager Award receipient, as seen in Charlotte Magazine
• NC Bankers Association Award Recipient
• Executive Leadership, Trust & Wealth Management Service & Oversight

As an experienced Financial Professional, Dr. Smith brings a wealth of knowledge for clients who not only need investment advice, but also a trustworhy source that provides tailored solutions - without a fee.

Just think about the common financial questions that individuals, families, and business owners ask every day: What's the best type of Life Insurance to buy? . . .How much of my assets should be in stocks, bonds, or mutual funds?. . .Can I roll my 401K over to an IRA now or do I have to wait until I retire? . . . Is there a way to insure a lifetime income from my investments to include my spouse? . . . How can I increase income while reducing taxes? . . . Do I have to take my annual IRS-mandated RMDs from my IRA or can they be gifted, with no tax consequencs to me? . . . I wanna provide some benefits to my employees, but can I do that while reducing the fees and filing requirements of a 401K Plan? . . . How does Social Security work with Medicare and should I consider a Medicare Advantage Plan or a Supplement Plan?

These are daily questions Dr. Smith is asked and why everyone needs a financial professional who not only knows the answers, but also who has a heart to point you and your loved ones in the direction that best helps to meet/exceed your goals. The need for clients to have an advisor on-call 24-7 with this kind of support is what led Dr. Smith to retire from investment banking in 2011 to establish a private consulting practice built upon Christian principles. From a fidicuary perspective, Lionshare Investments LLC serves clients without the high-pressure often found in corporate environments where a client's needs are often far behind conflicts of interest, stockholders, and corporate greed. Five-star service with a biblical worldview is the reputation that Dr. Smith has built the Lionshare name on - a respected name throughout the financial services industry. 

A meeting with Dr. Smith involves a simple review, analysis, and initial recommendation with ideas that address a client's specific needs. This may include simple budgeting solutions or more complex retirement, tax-reduction, and wealth-transfer strategies for famililies, business owners, and non-profit organizations. Recommendations fall into three main categories: Growth, Income, or Legacy. Once solutions have been implemented, a regular review is scheduled to help ensure client objectives are being met. If a client has need for updated his/he Will, Trust, or Estate-Plan; a suitable recommendation to one of our firm's partnering attorney's is made, and the client may follow-up with an initial consultation. 

As a firm, we want to ensure our clients' assets are aligned with both their financial goals and personal convictions. As such, client account recommendations have the emphasis of establishing income to support long-term financial goals while protecting principal against market losses and volatility. We advise against tossing the dice to speculation. We like to start with a base of guarantees and then build upon those guarantees for growth & income first, and then, consider any implications for passing those assets on to a spouse, children, grandchildren, etc. 

As President of the firm, Dr. Smith's consultative approach to simplify planning for growth, income, and wealth-transfer solutions, coupled with the desire to demonstrate a Golden Rule approach, is truly what sets Lionshare Investments LLC apart as a unique resource for our clients throughout the Carolinas.