Meet Our Team

Stephen Michaels, RF, is a Principal, Registered Fiduciary and Financial Advisor at Smith Brothers Financial. His responsibilities include providing fiduciary advice to plan sponsors, overseeing the growth of the firm, supporting...

Sam has been providing financial planning and investment strategies to clients for over 19 years. Sam specializes in strategies to help preserve, grow and distribute wealth. Prior to joining Smith Brothers, he was with Merrill Lynch...

Jeff has been providing guidance and expertise in financial industry for over 20 years and holds designations as a Accredited Investment Fiduciary and a Chartered Retirement Planning Counselor. Jeff‘s primary focus is working...

Jeff has been providing investment guidance and long-term strategies to clients for over 18 years. Jeff specializes in personalized strategies to help clients achieve their financial goals. His commitment to putting the client’s...