Serve Long Term Investors | Goals-based Advice | Trusted Coach

Who we serve:
We serve a select group of families and their loved ones by managing their financial assets so they can focus on the areas of their life that give them joy, meaning and purpose. My practice includes business owners, business professionals, retirees and multi-generational families who have all accumulated assets. Our clients want help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or desire to leave a legacy.

What we provide:
• goals-based advice and excellent service,
• behavioral coaching, and
• organize, build, protect and transfer your wealth.

What we look for in our clients:
• goals-driven,
• serious long-term investor, and
• responsive and willing to follow through on our advice.

Our Philosophy:
To develop a personal relationship based on understanding what is important to you so that we can tailor our advice to your needs and goals. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer solutions tailored to all your financial goals. We then partner with you throughout your life to help make sure you stay on track.

Why me?
To help provide exceptional service to you is Sharon Smith, Senior Branch Office Administrator, who has more than 15 years of industry experience. I also have seven years of fundraising experience at Children's Hospital and Capital University, which has equipped me to provide guidance to my charitably inclined clients. I offer a unique skill set to help you achieve your financial goals.

Focus areas

  • Charitable Giving
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Reading
  • Spending Time with Family
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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