Who We Are


Our financial advisors are held to a fiduciary standard.  We focus on your goals first, to develop the strategy that will help you forge a comprehensive plan for your 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.  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

Your Financial Planning Team

William "Bill" Smith

RFC

Founder & CEO

Jarrett Lang

RFC

Wealth Advisor

Andrew Toccaceli

RFC

Wealth Advisor

Willie Lauer

Wealth Advisor/Director of Client Service

Greg Henry

Investment Strategist

Support Team

Amanda Wilkes

Client Service Specialist

Michelle Brown

Client Service Specialist

Angela Baumgardner

Marketing Coordinator

April Siebart

Client Service Specialist

erica

Erica Smith

Corporate Administrator

Mike

Mike Regan

IT

Michelle Owens

Client Service Specialist

Luna

Chief Comfort Officer

Sola

Chief Comfort Officer