Meet the Team
You are Unique
Our team is ready to serve you.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through the complex financial-services world. We invite you to discover and experience the power of our team. We believe our team approach has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Edward C. Smith, CFP® MBA
President and Founder
With over 22 years of experience working with individuals and families, Ed is dedicated to fostering personal relationships with the clients that entrust him with their family's financial planning. Learn more of Ed's motivations and expertise in his full bio.
William Thompson, CFP®
William entered the financial services industry a decade ago to have a positive, life-changing effect on others as well as provide knowledge and insight to those who are underserved in financial services. Learn more of his desire to serve in his full bio.
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