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.



Our advisors

Advisor photo for Scott Smith

Scott Smith

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Scott Smith Visit Scott Smith's website


Our team

Tara Smith

Tara Smith

Operations Manager

Jennifer DeHart

Jennifer DeHart

Executive Assistant

Carolyn Mezykowski

Carolyn Mezykowski

Client Service Specialist