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.

Request your Retirement Tune-Up™ financial review

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.

  • 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

Support Team

Willie Lauer

RFC

Director of Client Service, Licensed Advisor

Jared Patton

Director of Financial Planning

Amanda Wilkes

Client Service Representative

Michelle Brown

Client Service Representative

Marissa Karam

Client Service Representative

Erica Smith

HR/Corporate Administrator

Lisa Timko

Client Service Representative

Sarah Arnold

Digital Innovation Manager

Jake Charboneau

Digital Innovation Manager

Sarah Kowalski

Client Service Representative

Luna

Chief Comfort Officer

Sola

Assistant Comfort Officer