Lauri Smith Fiduciary, Financial Advisor

Lauri brings more than 20 years of experience in wealth management and financial services to her role at Trajan Wealth. Her background spans banking, commercial lending, investments, and comprehensive financial planning, and that combination shapes how she works. She pays close attention to how one financial decision affects the next, so clients can see the full picture before they act.

Lauri believes true wealth is measured by the life it makes possible. Whether helping a business owner prepare for a successful exit, guiding an executive into retirement, supporting a widow through a major life transition, or helping a family build a lasting legacy, her purpose is simple: helping people make thoughtful financial decisions so they can spend more time enjoying the life they’ve worked so hard to build.

Originally from Racine, Wisconsin, and raised in Dallas, Texas, Lauri earned her Bachelor of Science from The University of Texas at Austin and her MBA with a concentration in financial planning from California Lutheran University. She works from La Jolla, California.

Outside the office, Lauri enjoys traveling with her husband, Gabriel, practicing hot yoga, exploring the California coast, and spending time with family, friends, and their two dogs, “Louie” Vuitton and Lucky. Guided by faith, family, and a commitment to finding joy in the journey, she brings those same values to every client relationship.