- Who We Are
- Meet Our Team
- Financial Services
As an Associate Wealth Advisor at W.A. Smith Financial Group, Willie’s goal is to provide exceptional service and advice to clients. This includes guiding them in the creation of a reliable retirement plan, review and service of their plan, and any updates or changes that may arise through their retirement journey. Willie handles most questions or needs arising from various accounts utilized in client retirement plans.
Willie graduated from Bowling Green State University and he holds his Series 65, Ohio Life and Health Insurance License. Willie joined the team at W.A. Smith Financial Group in 2013. Willie, his wife Megan, and their dog Zoey enjoy spending time out on the lake. Willie is a member of the Elks and in his spare time, he enjoys golf and bowling. He is also a passionate Ohio sports fan, and enjoys cheering on the Cleveland Cavaliers, Cleveland Browns and the Ohio State Buckeyes.
Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.
Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.