I joined Edward Jones as a financial advisor in 2003 after a 20-year career in accounting and finance, opening the firm's first Algonac / Clay Township branch office. I became a limited partner with Edward Jones in 2015.
I am a graduate of Walsh College with a Bachelor of Accountancy degree (1982). I began my career in business and finance with five years in public accounting, working in the audit departments of two CPA firms. During the next 15 years I helped manage companies in the automotive supplier industry, holding lead positions in the accounting and finance departments.
My wife, Sharon, and I were married in 1981 and have lived in East China for over 30 years. We raised two daughters here and in 2019 we were blessed with our first grandchild. We are lifelong residents of the area, members of Our Lady on the River Parish and we enjoy all the recreation the St. Clair River and surrounding areas have to offer.
Our branch team includes myself and Kristen Roulo, senior branch office administrator. Kristen began her career at Edward Jones in 2001 and is dedicated to providing our clients with the highest level of service possible. Kristen also became a limited partner with Edward Jones.
We work closely with individuals, families and business owners. We begin each relationship by investing our time to understand what is most important to the clients we serve. We establish a plan with each client and partner together with them to build and monitor strategies that will help them achieve their goals, including saving for retirement, spending in retirement, saving for education, life insurance and wealth transfer.
Highly personalized service is the foundation supporting the advice and guidance we provide, and the value we add to the financial wellbeing of each family we serve.
Please contact us to schedule an information sharing appointment. We welcome the opportunity to get to know you and to begin providing the level of service you deserve.
My Personal Interests
- Movies & Entertainment
Office Address6627 Dyke Road
Algonac, MI 48001
Phone NumberShawn C Smith at (810) 794-4770
|Mon||08:00AM - 08:00PM|
|Tue||08:00AM - 08:00PM|
|Wed||08:00AM - 08:00PM|
|Thu||08:00AM - 08:00PM|
|Fri||08:00AM - 08:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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