Team

Jason Smith, CFF, CEP

Certified Financial Fiduciary | Certified Estate Planner ™

jason@jlsmithgroup.com

Jeff Warnkin, CFP, CPA

Certified Financial Planner™ | Certified Public Accountant

jeff@jlsmithgroup.com

Linda Biscup

Director of First Impressions

linda@jlsmithgroup.com

Bryan Bibbo, AIF

Advisor | Accredited Investment Fiduciary

bryan@jlsmithgroup.com

Chad Weigl, CFF

Advisor | Certified Financial Fiduciary

chad@jlsmithgroup.com

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

kelli@jlsmithgroup.com

Gary J. Pelfrey

Advisor | Medicare Specialist

gary@jlsmithgroup.com

Holly Smith

Client Services | Operations Manager

holly@jlsmithgroup.com

Joseph Voellm, CFF, ChFC

Certified Financial Fiduciary | Chartered Financial Consultant

joseph@jlsmithgroup.com

Upcoming Events

Medicare Educational Workshop | AFEA

This mini course will teach you everything you need to know about Medicare and how to determine the best options for your current situation.

January 21, 2020

6:30p - 7:30p

The Tax Cuts and Jobs Act took effect in 2018. This $1.5 trillion tax-reduction package fundamentally changes the individual and business tax landscape. Are you going to get your share of taxpayer savings? Understand the official new tax reform rules and their impact on your retirement.

February 5, 2020

6:30p - 8:00p

Taxes in Retirement

February 8, 2020

10:00a - 11:30a

White Paper Download

With uncertain markets, low interest rates & increased volatility, where can retirees invest today?

Download White Paper