Willie Lauer

Willie Lauer

ASSOCIATE WEALTH ADVISOR

1-866-417-4156

willie@wasmithfinancial.com

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.

GETTING TO KNOW WILLIE

Favorite book: Love you Forever

Favorite TV show: SportsCenter!

Favorite quote: “Never look down on someone unless you're helping them up.”

Hidden talent: Woodworking and Carpentry

Best piece of financial advice you’ve ever received: Don't spend what you don't have.

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  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.