Lloyd, Smith & Grachen

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Tracey Smith

Tracey Smith

CRPC

Financial Advisor

Visit Tracey Smith's website
Advisor photo for Paul M Grachen

Paul M Grachen

CFP®

Financial Advisor

Visit Paul M Grachen's website
Advisor photo for Michael H Lloyd

Michael H Lloyd

Financial Advisor

Visit Michael H Lloyd's website
Advisor photo for Steven Sabol

Steven Sabol

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Steven Sabol's website


Team

Lora S. Wright

Office Manager,

Executive Assistant