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

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.
Tax Planning Team
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 C. Butler
Client Service Representative
Marketing Team
Comfort Division
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.