HAND, SMITH, STELLA & ASSOCIATES

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Michelle Hand

Michelle Hand

CFP®, APMA®, RICP®

Private Wealth Advisor

Vice President
Visit Michelle Hand's website
William Smith

William Smith

CFP®, APMA®, CRPC®, CFS®

Private Wealth Advisor

Associate Vice President
Visit William Smith's website
John Stella

John Stella

Financial Advisor

Associate Vice President
Visit John Stella's website
Caitlin Boshnack

Caitlin Boshnack

APMA®, CRPC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Caitlin Boshnack's website

Team

Alison T. Young-Johnson (Ali)

Alison T. Young-Johnson (Ali)

Registered Support Assistant

Qualifications

  • Series 7, Series 63, Series 66, Insurance & Annuity licensed
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