The Team

Smith & Associates

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Our Advisors

Thomas E Smith Jr

Thomas E Smith Jr

Financial Advisor

More about me...

Contact

thomas.e.smith@ampf.com

248.349.4540

Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning

Education

BA Bachelor of Arts, Oakland University, Rochester Hills, Michigan 1986

VISIT MY WEBSITE

Erin Ross

Erin Ross

Financial Advisor

More about me...

Contact

erin.j.ross@ampf.com

248.349.4540

Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances

Education

Central Michigan University, BSBA 1997

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Our Staff

Kourtney E. Doherty

Kourtney E. Doherty

Client Service Manager

Client Concierge

More about me...

Contact

kourtney.e.slack@ampf.com

248.349.4540

Qualifications

  • Over 5 years of experience with Ameriprise

Roles & Responsibilities

  • > Assist Clients by processing requests
  • > Answer complex client questions
  • > Specialist in creating account applications
  • > Process client transfers and 401 (k) roll-overs
  • > Provide specialized resolution to client concerns
Bradley Clos

Bradley Clos

Client Service Specialist

More about me...

Contact

bradley.clos@ampf.com

248.349.4540 Ext. 232

Roles & Responsibilities

  • > Assist advisors with client meeting preparation
  • > Ensure accurate account information
  • > Answer basic client questions
  • > Process client and business information
John M. Streeter

John M. Streeter

Operations Manager

More about me...

Contact

john.m.streeter@ampf.com

248.349.4540 Ext. 226

Qualifications

  • Over 12 years experience with Ameriprise Financial Services, Inc.

Roles & Responsibilities

  • > Manage the operations and workflow of the office
  • > Ensure a consistent client experience
Susan McDonald

Susan McDonald

Client Service Manager

More about me...

Contact

susan.mcdonald@ampf.com

248.349.4540

Roles & Responsibilities

  • > Schedule client appointments and maintain calendar
  • > Organize and maintain confidential client records
  • > Answer basic client questions/forward calls to appropriate team member
  • > Online website navigation and assistance