Our reasons for becoming involved in planning for financial security are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of wealth management, coupled with our fiduciary focus, we can help our community better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp and use those concepts to pursue their financial objectives.
Briana Smith CLU® ChFC®
Founder & Financial Consultant
Briana Smith has been guiding clients through the financial planning process since 2014. She holds the Series 6, 7, 63, & 65 securities registration with LPL Financial along with her Chartered Life Underwriting (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College. A CLU® certification gives advisors in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, the necessary knowledge to help clients address their estate planning needs and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals. Advanced financial planning for every person and every need: that’s the credo of the Chartered Financial Consultant® (ChFC®) designation. The program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, insurance, and more. Briana is passionate about building strong relationships with our customers, at the same time, continues to increase her knowledge of wealth management products.
Briana is a graduate of the University of Wisconsin – Madison. She has grown up in the Lake Country area and enjoys many outdoor activities with her family. She is married to Cameron and they have three children.
Sarah Wankowski
Client Services Manager
Sarah Wankowski is the Client Services Manager at Stone Point Investments, where she leads client engagement and service strategies to ensure a seamless experience for investors. Before transitioning into financial services, Sarah spent eight years as a dedicated educator, a background that honed her communication skills, empathy, and ability to manage complex needs with clarity and care.
She holds a degree in Education from Cardinal Stritch University and brings a unique blend of interpersonal insight and organizational expertise to her role. Sarah is passionate about building meaningful relationships and delivering consistent value to clients and colleagues alike.
Sarah and her husband Mike live in Oconomowoc with their 3 children where they enjoy outdoor activities and spending time as a family