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 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.

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

Assistant Comfort Officer

Wealth Advisors

William "Bill" Smith

MRFC

Founder & CEO

Andrew Toccaceli

MRFC

Senior Vice President,

Advisor

Jarrett Lang

RFC

Vice President, Advisor

Peter Szklarz

RFC

Medicare Specialist,

Advisor

Willie Lauer

RFC

Advisor

Jared Robertson

AAMS

Advisor

Jacob Kinsley

RFC

Advisor

Investment Committee

William "Bill" Smith

MRFC

Chief Investment Officer

Andrew Toccaceli

MRFC

Senior Vice President, Advisor

Greg Henry

Investment Strategist

Support Team

Willie-Lauer

Willie Lauer

Director of Client Service

Jared-Patton

Jared Patton

Director of Financial Planning

Amanda-Wilkes

Amanda Wilkes

Client Service Representative

michelle2

Michelle Brown

Client Service Representative

Marissa-Karam

Marissa Karam

Client Service Representative

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Erica Smith

HR/Corporate Administrator

lisa

Lisa Timko

Client Service Representative

sarah-arnold_2

Sarah Arnold

Digital Innovation Manager

Jake Charboneau - Marketing Assistant

Jake Charboneau

Digital Innovation Manager

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Sarah Kowalski

Client Service Representative

Partners

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