Who We Are


We focus on your goals so we can guide you toward your ideal retirement.

About W.A. Smith Financial

We are a team of professionals whose mission is to ensure our clients worry more about their life and less about their money. That’s why we designed our retirement tune-up to identify the amount of risk, fees and loss exposure within your current portfolio. It’s the first step toward building a plan that can help ensure your money lasts as long as you need.

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.

Core Values:

1

Do What You Say

2

Be Yourself

3

Be Passionate

4

Keep it Simple

5

Have Fun

6

Effort Does Not Equal Results

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

Jarrett Lang

RFC

Vice President

Peter Szklarz

RFC

Wealth Advisor

Willie Lauer

RFC

Vice President

Investment Committee

William "Bill" Smith

MRFC

Chief Investment Officer

Andrew Toccaceli

MRFC

Vice President

Greg Henry

Investment Strategist

Support Team

Matt

Matt Burmeister

Relationship Manager

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Amanda Wilkes

Client Service Specialist

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Michelle Brown

Client Service Specialist

Jared Patton

Director of Finance

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Marissa Karam

Client Service Specialist

Hallee

Hallee Smith

Creative Director

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Erica Smith

Corporate Administrator

rachel

Rachel Rice

Marketing Coordinator

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