Who We Are


We focus on your goals so we can guide you toward your ideal 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. That’s why we designed our retirement tune-up to identify the amount of risk, fees and loss exposure within your current portfolio. It’s the first step toward building a plan that can help ensure your money lasts as long as you need.

Meet Our Team

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

William "Bill" Smith

MRFC

Founder & CEO

Luna

Chief Comfort Officer

Sola

Chief Comfort Officer

Wealth Advisors

William "Bill" Smith

MRFC

Founder & CEO

Andrew Toccaceli

MRFC

Senior Vice President

Advisor

Jarrett Lang

RFC

Vice President

Advisor

Peter Szklarz

RFC

Advisor

Willie Lauer

RFC

Vice President

Advisor

Investment Committee

William "Bill" Smith

MRFC

Chief Investment Officer

Founder & CEO

Andrew Toccaceli

MRFC

Senior Vice President

Advisor

Greg Henry

Investment Strategist

Support Team

Jared Patton

Director of Financial Planning

Amanda Wilkes

Client Service Team Lead

Michelle Brown

Client Service Team Lead

rachel

Rachel Rice

Marketing Coordinator

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Marissa Karam

Client Service Team Lead

Hallee

Hallee Smith

Creative Director

20180712_byShellyAu_04904

Erica Smith

Corporate Administrator

Lisa-Cropped

Lisa Timko

Executive Assistant

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