Who is W.A. Smith Financial Group?
A team of fiduciary advisors and financial professionals working towards one common goal . . . helping you attain financial peace of mind.
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.
Support Team
Willie Lauer
Director of Client Service
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
Dawn Pufnock
Client Service Representative
Kayleigh Johnson
Client Service Representative
Dana C. Butler
Client Service Representative
Marketing Team
Dominic Giebel
Digital Marketing Manager
Leighton Medved
Creative Director
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.