Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Kevin Smith

Kevin Smith

APMA, CRPC, CSRIC®

Financial Advisor

Managing Director
Learn more about Kevin Smith Visit Kevin Smith's website


Our team

Mitchell Houser

Mitchell Houser

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • New Client Intake
  • Account Service
  • Money Movement
  • Account Transfer/Rollover
  • Estate Settlements
View more