Frederick Smids CFS®, CAS® PRESIDENT AND ADVISOR
Fred Smids is passionate about using his knowledge and experience to work with clients to plan for and meet their financial goals. Together with his daughter they have built a firm that focuses on the services and expertise that are most necessary and impactful for the clients who are nearing retirement or are currently navigating life post-retirement.
Frederick earned his insurance license in 2000 and since then has continued to pursue education and expertise in his field. A Registered Investment Advisor Representative since 2011, he has also co-authored the book Tax Free Money for Long Term Care, and holds both Certified Funds Specialist and Certified Annuity Specialist designations.
Yolanda Smids CO-FOUNDER AND ADVISOR
Yolanda Smids goal as an advisor is to educate and empower her clients, to give them peace and security of mind that their goals and investments are aligned. Yolanda specializes in creating comprehensive and easily understood wealth management plans that assist her clients with their income and retirement planning strategies.
Yolanda is a firm believer that everyone should know and understand their Investments. Yolanda takes pride in showing her work throughout every step of the planning process. Yolanda earned her insurance license in 2001 and completed her Series 65 to become a Registered Investment Advisor Representative in 2017.
Kristen Brew Operations Director
Renetta Pruett Client Services Specialist
Acaida Denman Client Services Specialist
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.