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.
Bill Smith & Robin Swoboda
co-hosts of “Retirement Solutions” TV Show
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.
Wealth Advisors
William "Bill" Smith
MRFC
Founder & CEO
Andrew Toccaceli
MRFC
Senior Vice President,
Advisor
Jarrett Lang
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
Director of Financial Planning
Amanda Wilkes
Client Service Team Lead
Michelle Brown
Client Service Team Lead
Rachel Rice
Marketing Coordinator
Marissa Karam
Client Service Team Lead
Hallee Smith
Creative Director
Erica Smith
HR/Corporate Administrator
Lisa Timko
Executive Assistant
