Meet Our Team | JL Smith

Meet The Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe there are far-reaching benefits to providing clients with guidance from a team that has diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

One of our core values is having fun!

Leadership Team

Jason L Smith, CEP, BPC

Chief Visionary | Executive Chairman & Founder

(440) 934-9181

(440) 934-9182

Bryan Bibbo, AIF, NSSA, BPC, CEPA

President & CFO | Partner

(440) 934-9181

(440) 934-9182

Robert LaCivita

Chief Operating Officer

(440) 934-9181

(440) 934-9182

Matt Seitz

Chief Marketing Officer

440-934-9181

Advisors

Jeannette Bajalia, BPC

Senior Wealth Manager | Author | Speaker | Founder of Woman's Worth®

(904) 824-5656

jeannette@jlsmithgroup.com

Jeff Warnkin, CFP, CPA, NSSA, BPC

Senior Wealth Manager

(440) 934-9181

(440) 934-9182

jeff@jlsmithgroup.com

Chad Weigl, CFF, BPC, NSSA

Senior Wealth Manager

(440) 934-9181

(440) 934-9182

chad@jlsmithgroup.com

Joseph Voellm, CF2, ChFC, CLU, BPC

Senior Wealth Manager

(440) 934-9181

(440) 934-9182

joseph@jlsmithgroup.com

Justin Grossman, RICP, BPC, NSSA

Senior Wealth Manager | Investment Advisor Representative

(440) 934-9181

(440) 934-9182

justin@jlsmithgroup.com

Cliff Guthrie, CFP®, BPC

Wealth Manager

(904) 824-5656

cliff.guthrie@jlsmithgroup.com

Sarah Warnkin EA, BPC, NSSA

Wealth Manager

(440) 934-9181

(440) 934-9182

sarah@jlsmithgroup.com

Gary J. Pelfrey

Business Development Specialist

(440) 934-9181

(440) 934-9182

gary@jlsmithgroup.com

Farrin Schetter, BPC

Wealth Manager

(904) 824-5656

fschetter@jlsmithgroup.com

Caleb Burr, BPC, AIF®

Wealth Manager

(440) 934-9181

caleb@jlsmithgroup.com

Support Team

Jared Abston

Business Development Specialist

Yuly Arcila

Paraplanner & Client Service Associate Team Manager

Amanda Bibbo

Licensing Personnel | Project Support

Alec Bredel

Finance and Accounting Administrator

Michael Cooke

Paraplanner

Daniel Fisher

Tax, Finance & Accounting, and Medicare Associate

Nikki Glynn

Director of Marketing

Jasmine Hamilton

Director of First Impressions

Evelyn Ikedi

People and Culture Lead

Kara McClean

Business Development Assistant

Sarah Paul

Executive Assistant to the President and COO

Steven Phillips

Project Manager

Wade Quintana

Client Service Associate

Brian Rodriguez

Client Service Associate

Holly Smith

Client Service Manager

Shelly Spieth

Director of First Impressions

Hunter Sprong

Business Development Coordinator

Maria Sullivan

Paraplanner

Cathy Vincent, CPA

Tax Accountant

Jacob Walker

Client Service Associate

Kailyn West

Marketing Coordinator

Matthew Yakimow

Paraplanner

Charlie Zepp

Client Service Associate

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.