Austin Smith, E.A.
Paraplanner to Leonard F. Valletta, CFP®, MS
Austin joined Albany Financial Group in 2021 as a Paraplanner on Len Valletta’s team.
Prior to joining AFG, he was an Associate Wealth Management Advisor and Senior Financial Planning Analyst with Atlas Private Wealth Management. In his previous roles, he has prepared tax returns, constructed financial plans, and advised clients on ways to reach their goals. Prior to joining Atlas, Austin worked in public accounting specializing in tax return preparation, tax planning and financial analysis in a back office CFO capacity. Austin has also previously been with Ayco, a Goldman Sachs Company. While with Ayco, Austin was part of the 1040 Team in the National Tax Group.
Austin received his bachelor’s in accounting from Le Moyne College in Syracuse, New York. While at Le Moyne, Austin was president of the Accounting Society. Upon completion of his bachelor’s, he went to Roger William’s University School of Law to pursue his Master’s in legal studies with a concentration in Tax Law. Austin is an IRS Enrolled Agent.
Originally from Delmar, New York, Austin relocated down south to Raleigh, North Carolina in pursuit of his career in public accounting before moving back up north early in 2021.
Austin lives in Halfmoon, New York, where he enjoys watching baseball, studying personal finance, playing golf, and spending time with his fiancée Jaclyn and his dog Wilma.