As an associate wealth advisor at W.A. Smith Financial Group, Willie’s goal is to provide exceptional service and advice to clients.
Willie is a wealth advisor at W.A. Smith Financial Group. He specializes in guiding clients 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 joined the team at W.A. Smith Financial Group in 2013. He is an Investment Advisor Representative of Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.
Willie, his wife Megan, are expecting their first child (a little girl) in June. Together with their dog Zoey, they 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 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.