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Meet the Experts

Our mission is to ensure our clients worry more about their life and less about their money.

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 50 years of financial experience, our team specializes in helping retirees and business owners build strategies that allow them to reach their goals and live their dreams.

You may know our founder, Bill Smith, from his TV show with Robin Swoboda, and his other media appearances. In addition to training hundreds of advisors from across the U.S., Bill has personally trained each advisor on the W.A. Smith Financial team, ensuring 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 you won’t have that experience with us. At W.A. Smith Financial, we focus on plans, not on individual products.

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Bill Smith & Robin Swoboda
co-hosts of “Retirement Solutions” TV Show

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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.

  • 1 Do What You Say
  • 2 Be Yourself
  • 3 Be Passionate
  • 4 Keep it Simple
  • 5 Have Fun
  • 6 Effort Does Not Equal Results
  • 7 We care

William "Bill" Smith

MRFC

Founder & CEO

Luna

Chief Comfort Officer

Sola

Chief Comfort Officer

Wealth Advisors

William "Bill" Smith

MRFC

President & CEO

Andrew Toccaceli

MRFC

Senior Vice President, Advisor

Jarrett Lang

RFC

Vice President, Advisor

Peter Szklarz

RFC

Medicare Specialist

Willie Lauer

RFC

Vice President, Advisor

Investment Committee

William "Bill" Smith

MRFC

Chief Investment Officer

Andrew Toccaceli

MRFC

Senior Vice President, Advisor

Greg Henry

Investment Strategist

Support Team

Jared-Patton

Jared Patton

Director of Financial Planning

Amanda-Wilkes

Amanda Wilkes

Client Service Team Lead

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Michelle Brown

Client Service Team Lead

Rachel-Rice

Rachel Rice

Marketing Coordinator

Marissa-Karam

Marissa Karam

Client Service Team Lead

Hallee-Smith

Hallee Smith

Creative Director

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Erica Smith

HR/Corporate Administrator

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Lisa Timko

Executive Assistant

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