Thomas Smith

Thomas Smith, CAP®, CFP®, CLU®, CPA*

Managing Director - Branch Director, Senior Consulting Group

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Dana Falco

Associate, Business Senior


Dana Owen

Senior Client Associate


Jana Philips

Registered Client Associate


The 30-second snapshot

I invite you to view my video below for a 30-second snapshot of what I do and how my team and I can be of service to you. 

The power of credentials

My team and I hold a variety of qualifications and designations that make us the right choice for untangling complex financial issues. View the video to learn more.