Wallace Smith, ChFC®
Founder & CEO
Richard Arnitz
Director of Alternative Investments
Geordy Smith
Director of Business Development
Will Smith
Director of Marketing
Chris Rogers
Financial Advisor
Alex Staverosky
Financial Advisor
Coleman Benson, CFP®
Financial Planner
William Sneckner, CFP®
Financial Planner
Ryan Csrnko, CFP®
Financial Planner
Hannah Marvin
Events & Special Projects
Madelyn Sneckner
Operations
Strategic Partners
Louise Hartford, CPA®, MT, CTRS®
Tax Director | Ridgegate Tax
Steve Yocum, CPA®
Tax Strategist
Our Founder
Wallace Smith is an entrepreneurial problem solver. He sees the desired outcome and works out the steps and solutions to make it happen.
His college education and training was in the field of electrical engineering. This made him a third-generation engineer in his family. This training in engineering contributed greatly to his ability to reduce difficult problems into solvable and systematic steps.
After working in the engineering field for a couple of years, the entrepreneurial spirit took over and Wally began a consulting firm tasked with helping business owners realize, launch, and deliver their dream businesses. This chapter took him through many different markets including the fitness equipment and marketing, publishing, strategic alliance with foreign investment, and more.
