Smith & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Smith & Associates
Team photo for Smith & Associates

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Advisors

Advisor photo for Scott Smith

Scott Smith

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Smith's website
Advisor photo for Lisa Sharpe

Lisa Sharpe

Financial Advisor

Visit Lisa Sharpe's website
Advisor photo for David W Grossnickle

David W Grossnickle

Financial Advisor

Visit David W Grossnickle's website


Team

Tara Smith

Tara Smith

Operations Manager

Jennifer DeHart

Jennifer DeHart

Executive Assistant

Carolyn Mezykowski

Carolyn Mezykowski

Client Service Specialist