Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Kevin Smith

Financial Advisor

Managing Director
Learn more about Kevin Smith Visit Kevin Smith's website


Our team

Mitchell Houser

Mitchell Houser

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • New Client Intake
  • Account Service
  • Money Movement
  • Account Transfer/Rollover
  • Estate Settlements
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