Avery Smith

Avery Smith is a seasoned professional with a robust background in retirement investment and operations management. Currently serving as the Director of Operations at CLA (CliftonLarsonAllen) since October 2022, Avery led operations with a focus on efficiency and client engagement. Previously, Avery worked as a Retirement Investment Specialist at CBIZ from June 2018 to April 2025, where responsibilities included preparing retirement plan tax returns, performing plan valuations, and managing client relationships for 32 clients. Avery holds a Bachelor of Business Administration in Finance from the University of Georgia - Terry College of Business, earned from 2015 to 2017, with a GPA of 3.20.