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

Brian Smith

Brian Smith

Financial Advisor

More about me...

Contact

brian.e.smith@ampf.com

540.443.9143

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education

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Martin Ham

Martin Ham

Financial Advisor

More about me...

Contact

martin.w.ham@ampf.com

540.777.6764

Designations

Ph.D., CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Ph.D., Psychology, University of Rhode Island, Kingston, RI, BA, Liberal Arts, Colgate University, Hamilton, NY

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Christine Smith

Christine Smith

Financial Advisor

More about me...

Contact

christine.a.smith@ampf.com

540.443.9143

Designations

CDFA™

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
CA Insurance #0F69689

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Our Staff

Irene Robertson

Irene Robertson

Client Service Manager