Our advisors

Advisor photo for Paul Smith

Paul Smith

Financial Advisor

Managing Director
Learn more about Paul Smith Visit Paul Smith's website
Advisor photo for Ryan Smith

Ryan Smith

CFP®, AAMS

Private Wealth Advisor

Vice President
Learn more about Ryan Smith Visit Ryan Smith's website


Our team

Jennifer Schick

Jennifer Schick

Client Service Associate

Patsy Keller

Patsy Keller

Client Service Associate