Smith & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Thomas E Smith Jr

CFP®, ChFC®, CLU®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Thomas E Smith Jr's website


Team

Melissa Agosta

Melissa Agosta

Office Manager,

Client Concierge