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Lee Poelma joined Wm Smith & Co. as Chief Financial Officer and Chief Compliance Officer. Prior to joining Wm Smith & Co. Mr. Poelma worked for Geronimo Financial as the Chief Financial Officer. Mr. Poelma served at Homeport Holdings as a Controller and Board member. He has volunteered extensively at Littleton Public Schools serving on the District Accountability Committee and the Executive Council of the Gifted and Talented Advisory Board as a member and Chairperson. Mr. Poelma graduated with a Bachelor of Science degree in Accounting from the University of Wyoming. He received a Masters degree in Business Administration with honors from Regis College.Mr. Poelma is a Certified Public Accountant and holds Series 7, 66, 24, and 27 license registrations through Wm Smith & Co. | 