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because life.

How We Work

Let’s face it, as much as you can try to prepare for the unexpected, real life can throw you...well...the unexpected. On top of that, the world of money can be intimidating. At Smith+Frieberg, we aim to simplify the complexities of financial planning, and help you prepare for the planned and unplanned aspects of life.

We believe everyone deserves a financial plan -- whether you’re investing $1000 or $1 million. So, we’re here to help you with your money -- saving, protecting, investing, planning, retiring.

We promise to listen to the realities of your life. And we promise to keep the money talk simple and straightfoward.

Learn more

Meet the Team

Amy  Olson

Amy Olson

Client Service Manager

515.344.4629

515.346.6382

Mallory Utebay

Mallory Utebay

Client Service Manager

515.344.4726

515.346.6382

Nicole Adair

Nicole Adair

Client Service Manager

515.344.4758

515.346.6382

Leah Davidson

Leah Davidson

Client Operations Manager

515.346.6392

515.346.6382

Halle Wolfe

Halle Wolfe

Client Experience Manager

What we do and Why it matters

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let us Help.

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