The last advisor you'll ever need.
At W.A. Smith Financial Group, Our Vision is to be the last advisor our clients ever need.
Given the complexity of being a retiree in today’s world, we realize it’s a tall order. But we believe our team is more than up for the challenge.
Why Work With Us?
With a combined 60 years of financial-planning experience, the team of advisors at W.A. Smith Financial Group specializes in helping individuals and businesses develop strategies that could allow them to reach their fiscal goals and live their dreams.
Led by founder and CEO Bill Smith, the author of two books on retirement planning, host of the television show "Retirement Solutions," and mentor to hundreds of advisors across the country, the team at W.A. Smith Financial Group could help you get the comprehensive guidance you deserve.
If you’ve worked with other financial professionals who seemed more like salespeople than advisors, rest assured that won’t be your experience with us. At W.A. Smith Financial, we focus on plans, not individual products.
Watch the video to meet the W.A. Smith Financial Advisory Team.
Meet Our Team
Every team member at W.A. Smith Financial adheres to a defined list of core values built to provide a positive client experience.
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
Matt Martin
Client Service Representative
Dawn Pufnock
Client Service Representative
Kayleigh Johnson
Client Service Representative
Dana C. Butler
Client Service Representative
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.
