Who We Are


Before you set out on a mission to develop the 5-Star Retirement Plan, you must first learn a thing or two about today’s financial professionals.

About W.A. Smith Financial

At W.A. Smith Financial, our advisors are fiduciaries who operate under a fee-based platform. We specialize in retirement and income planning for retired individuals and those within five to 10 years from retirement. Investment advisory services offered through Great Lakes Retirement, Inc., a registered investment advisor.

What is The Fiduciary Standard?

An advisor operating under the fiduciary standard must present, by law, the “best advice” he/she can give, taking into consideration the needs, wants and objectives of the individual.  The client’s needs and personal objectives must come first. Typically, most fiduciary advisors are paid a quarterly fee calculated as a percentage of the assets for which he/she is providing advisory services (not commissions).

Your Financial Planning Team

Wealth Advisors

William "Bill" Smith

RFC

Founder & CEO

Jarrett Lang

Wealth Advisor

Andrew Toccaceli

RFC

Wealth Advisor

Willie Lauer

Associate Wealth Advisor

Support Team

Amanda Wilkes

Director of Client Service

Michelle Brown

Administrative Assistant

Angela Baumgardner

Marketing Coordinator