Who is W.A. Smith Financial Group?

A team of advisors with a fiduciary duty working towards one common goal...aiming to help you attain financial peace of mind.

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Meet Our Team

Watch the video to meet the W.A. Smith Financial Advisory Team.

Team Photos

W.A. Smith Financial Core Values

Every team member at W.A. Smith Financial adheres to a defined list of core values built to provide a positive client experience.

  • 1 Be Yourself
  • 2 Have Fun
  • 3 Effort Doesn't Equal Results
  • 4 Be Passionate
  • 5 Keep It Simple
  • 6 Do What You Say

Support Team

Willie Lauer

Director of Client Service

Jared Patton

Director of Financial Planning

Erica Smith

HR/Corporate Administrator

Lisa Timko

Executive Assistant

Michelle Brown

Client Service Representative

Marissa Karam

Client Service Representative

Kayleigh Johnson

Client Service Representative

Logan Bolin

Client Service Representative

Matthew Miller

Matthew Miller

Client Service Representative

Marketing Team

Sarah Arnold

Marketing Manager

Maddie Coppa-Lopez

Events Coordinator

Dominic Giebel

Digital Marketing Manager

Leighton Medved

Creative Director

Comfort Division

Luna

Chief Comfort Officer

Sola

Assistant Comfort Officer

Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.