Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



Our advisors

Scott Smith

Scott Smith

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of Smith & Associates
Learn more about Scott Smith Visit Scott Smith's website
Lisa Sharpe

Lisa Sharpe

RICP®

Financial Advisor

Learn more about Lisa Sharpe Visit Lisa Sharpe's website

Our team

Tara Smith

Tara Smith

Operations Manager

Carrie Weddle

Carrie Weddle

Client Service Specialist

Jennifer DeHart

Jennifer DeHart

Executive Assistant