Team

Jason Smith

Jason Smith, CFF, CEP

Certified Financial Fiduciary | Certified Estate Planner ™

jason@jlsmithgroup.com

Holly Smith

Holly Smith

Client Services | Operations Manager

holly@jlsmithgroup.com

Jeff Warnkin

Jeff Warnkin, CFP, CPA

Certified Financial Planner™ | Certified Public Accountant

jeff@jlsmithgroup.com

Robert LaCivita

Robert LaCivita

Chief Operating Officer

rob@jlsmithgroup.com

Bryan Bibbo

Bryan Bibbo, AIF

Advisor | Accredited Investment Fiduciary

bryan@jlsmithgroup.com

Chad Weigl

Chad Weigl, CFF

Advisor | Certified Financial Fiduciary

chad@jlsmithgroup.com

Kelli Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

kelli@jlsmithgroup.com

Gary Pelfrey

Gary J. Pelfrey

Advisor | Medicare Specialist

gary@jlsmithgroup.com

Joseph Voellm

Joseph Voellm, CFF, ChFC

Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

joseph@jlsmithgroup.com

Linda Biscup

Linda Biscup

Director of First Impressions

linda@jlsmithgroup.com

Garrett Lawrence

Garrett Lawrence

Client Services

garrett@jlsmithgroup.com