Our advisors

Peter R Smith

Private Wealth Advisor

Managing Director
Learn more about Peter R Smith Visit Peter R Smith's website

Joey R Smith

CRPC

Private Wealth Advisor

Managing Director
Learn more about Joey R Smith Visit Joey R Smith's website

Cheryl Rumbolz

Financial Advisor

Vice President
Learn more about Cheryl Rumbolz Visit Cheryl Rumbolz's website


Our team

Lisa Green

Lisa Green

Registered Practice Associate,

Practice Manager
Shelly Goolsby

Shelly Goolsby

Registered Client Service Associate,

Practice Manager