The JL Smith Group Team

Certified Estate Planner ™

Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor

Lead Advisor | Accredited Investment Fiduciary | National Social Security Advisor

Chief Operating Officer

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

Advisor | Certified Financial Fiduciary

Advisor | Medicare Specialist

Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

Director of First Impressions

Client Service Advisor

Digital Marketing Coordinator | Client Service Advisor

Client Service Manager

CMO

Marketing Manager