Our Team

 

  • Bret Smith, ChFC®, CLU®, CFP®, MSFS

    President, Co-Founder, Financial Planner

  • Rick Smith

    Co-Founder, Financial Advisor

  • William "Dave" Wolcott, CFP®

    Financial Planner

  • Jesse Smith, ChFC®

    Financial Planner

  • Charles Lewandowski, CFP®

    Financial Planner

  • Matthew Graham, CFP®, ChFC®

    Financial Planner

  • Wesley Adwell

    Financial Advisor

  • Steve Dalfino

    Financial Advisor

  • Christian Isaly

    Financial Advisor

  • John Hoke

    Financial Advisor

  • Angela Seguro

    Financial Advisor

  • Elliott (Lee) Harris IV

    Financial Advisor

  • Richard Sharpe

    Financial Advisor

  • Ricky Black

    Financial Advisor

  • Lissa Ferrell

    Customer Service Associate

  • Kim Cox

    Compliance Specialist

  • Debbie Carmack

    Assistant to John Hoke

  • Andrew La Forge

    Assistant to Christian Isaly