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Mr. Smith joined the firm in 1996 and has served as the Director of Financial Planning for the private client practice since 2004. A member of the firm’s Investment Committee, he works primarily with high net worth individuals and families in providing strategic asset planning and investment management services. Prior to joining the firm, Mr. Smith served as an advanced planning consultant for GE Capital. He received a BS in Accounting, magna cum laude, from Virginia Commonwealth University, and he is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER professional, a Chartered Life Underwriter and a Chartered Financial Consultant. Mr. Smith is rated a 5-Star Adviser by the Paladin Registry. | 