Our Vision? To be the last advisor you'll ever need

Our Mission? To ensure that our clients focus more on their life and worry less about their money.

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Request Your Discovery Meeting
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Meet Our Team

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

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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 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

Tax Planning Team

Jerry Masisak, CPA, PFS

Tax Strategist

Dawn Pufnock

Client Service Representative

Support Team

Willie Lauer

Director of Client Service, Licensed Advisor

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

Kayleigh Johnson

Client Service Representative

Dana Butler

Client Service Representative

Marketing Team

Sarah Arnold

Marketing Manager

Sean Kwiatkowski

Marketing Manager

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.