Luann Wallick

Client Service Representative

As Smart Investor’s Client Service Representative, Luann Wallick oversees the establishment and maintenance of client and retirement plan accounts. She serves as a liaison with the various custodians used by Smart Investor. Luann assists the portfolio manager with daily account reconciliation, account downloads and trade processing. On a quarterly basis, Luann is an integral part of the preparation and dissemination of the quarterly reports.

Luann brings to Smart Investor 20 years of financial services experience in all areas of administrative and operational responsibilities for both Registered Investment Advisor and brokerage firms.

A resident of Roseville, Luann enjoys spending time with her two sons, Colby, 26 and Dylan, 20.