Our Team
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Bret Smith, ChFC®, CLU®, CFP®, MSFS
President, Co-Founder, Financial Planner
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Rick Smith
Co-Founder, Financial Advisor
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Robert Ouimet, CFP®, CIMA®, AIF®
Financial Planner
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Matthew Graham, CFP®, ChFC®
Financial Planner
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Charles Lewandowski, CFP®
Financial Planner
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William "Dave" Wolcott, CFP®
Financial Planner
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Wesley Adwell
Financial Advisor
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Steve Dalfino
Financial Advisor
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Angela Seguro, CFP®
Financial Planner
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John Hoke
Financial Advisor
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Jesse Smith, ChFC®
Financial Planner
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Christian Isaly
Financial Advisor
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Elliott (Lee) Harris IV
Financial Advisor
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Richard Sharpe
Financial Advisor
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Ricky Black
Financial Advisor
Support Staff
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Lissa Ferrell
Customer Service Associate
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Kim Cox
Compliance Specialist
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Andrew La Forge
Assistant
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Debbie Carmack
Administrative Assistant
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Scott Nordstrom
Assistant