Our advisors

Jeffrey P Smith

CFP®

Private Wealth Advisor

Managing Director of Bishop, Smith and Associates
Learn more about Jeffrey P Smith Visit Jeffrey P Smith's website

William Giles Bishop

CRPC

Private Wealth Advisor

Managing Director of Bishop, Smith and Associates
Learn more about William Giles Bishop Visit William Giles Bishop's website

Alan Good

APMA

Financial Advisor

Learn more about Alan Good Visit Alan Good's website

Daniel Samarin

MBA, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel Samarin Visit Daniel Samarin's website


Our team

Jennifer Z. Spaeth

Jennifer Z. Spaeth

Client Service Manager,

Practice Manager