Investing Made Simple
Life's Journey Starts Here
Getting you where you want to go in life takes commitment. If you're committed to the journey, we want to be there with you. SMB Investment Center, a financial services group focused on educating and guiding families and individuals toward their financial destinations, is committed to serving our clients honestly, directly, and skillfully — wherever their journey begins.
Come in and take a look around. Meet our team, explore our resources, and let us show you how we help our clients make prudent financial choices.
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"Do the difficult things while they are easy and do the great things while they are small. A journey of a thousand miles must begin with a single step." – Lao Tzu
Taking the time to understand your goals, making the effort to define your route, and committing the resources required to get you there are all elements of a successful journey — with money or in life.
Where is your journey taking you? Whether you are saving for a house, a child's education, or a comfortable retirement, you need a strategy, discipline, and a clear direction. That's where we come in. We can provide the coaching, guidance, and the motivation to help make your dreams a reality. Don't take your journey alone.
Your Traveling Companion
SMB Investment Center, a strategic partner of St. Martin Bank & Trust is, first and foremost, a group of people who care. We are a team of experienced financial professionals who value relationships, and the opportunity to work with families in our community. We apply an educational, personalized approach to each and every client, regardless of whether they're just starting out or nearing retirement. Our hands-on, disciplined approach to financial guidance means we will strive to keep you focused on your goals and advise you on how to work towards reaching them.
A Brief History
Back in 2008, Paul Aragona and Brad Sonnier opened SMB Investment Center, inside the branches of St. Martin Bank & Trust Co. Customers of the bank appreciated the convenience of investing where they bank, and soon the word spread that honesty, service, and a personal touch are embedded in SMB Investment Center's values. At that time, Marilyn Watkins joined our Advisory Team to better serve the needs of our western-division clients.
That same year, SMB Investment Center was chosen as an Endorsed Local Provider** by the Dave Ramsey organization, and soon, those outside the bank began to take notice. Families and individuals who need help with personal financial strategies, investing, managing risk, and preparing for their futures turn to the team at SMB Investment Center, finding them ready to listen and respond to clients' individual needs.
In addition to our team of experienced advisors, Alyssa Thibodeaux joined the group as a Client Service Representative in 2015. She has been instrumental in creating a superior client service experience. .
About LPL Financial
Through a relationship with LPL Financial, the largest independent broker/dealer in the nation**, we are able to bring you the powerful resources and independent research of a leading financial services firm.
LPL Financial works to support us in our business practices, so that we are able to focus on our clients. They provide us with the technology, tools, and compliance support that help us deliver state-of-the-art services. Because they do not offer proprietary products, LPL Financial advisors can provide objective, conflict-free investment recommendations.
Learn more about LPL Financial at www.lpl.com.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|
St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.
*Dave Ramsey is not affiliated with, nor endorsed by LPL Financial.
**As reported in Financial Planning magazine, 1996-2015, based on total revenues.