OUR FIRM

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Proudly Serving our community since 1996

 
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We are an independent retirement planning and wealth management firm. We place important value in the relationships we build with our clients, our most valuable assets. We measure our success by the strength of these relationships and the high standards of quality and ethics that allow us to maintain them. We seek to conduct business in an honest and loyal manner while seeking to enhance our knowledge and services for the well-being of our clients.

Our vision is for people to feel comfortable and confident in planning for their future. Our clients know they are never alone in making decisions as we strive to provide the highest level of service in all that we do.  It is our goal to prevent clients from ever losing sleep worrying about their finances.

 
 
 

THE SMITH GROUP TEAM OF PROFESSIONALS

 
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The Financial Planning team at The Smith Group brings a wealth of experience to each estate and financial planning situation for our clients and can provide comprehensive solutions for your individual needs.

 
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CARL SMITH
President, Financial Advisor

PEARLINE SMITH
Executive Vice President;
Advisor - Operations

BRANDON WILLIAMS
Investment Advisor, Tax &
Medicare Planning

DEBRA JONES
Tax Manager, Enrolled Agent

 

KIM OWENS
Assets Manager

 

 

PAUL COHEN
Enrolled Agent

 

ANN RAINS
Receptionist

LINDA FARRON KNAPP
Estate and Elder Law Attorney

 

HOPE A. MULLINS
Marketing & Operations Manager