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Our advisors

Jeffrey P Smith

CFP®

Private Wealth Advisor

Managing Director of Bishop, Smith and Associates
Learn more about Jeffrey P Smith Visit Jeffrey P Smith's website

William Giles Bishop

CRPC

Private Wealth Advisor

Managing Director of Bishop, Smith and Associates
Learn more about William Giles Bishop Visit William Giles Bishop's website

Alan Good

APMA®

Financial Advisor

Learn more about Alan Good Visit Alan Good's website

Daniel Samarin

MBA, CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Samarin Visit Daniel Samarin's website


Our team

Jennifer Z. Spaeth

Jennifer Z. Spaeth

Client Service Manager,

Practice Manager