Our Management Team

I am motivated by a deeply personal experience when it comes to managing a person's financial well being. That is why I choose to be an independent Financial Advisor. The "one size fits all" approach to money management is antiquated...

Tara Bukowsky ~ RN Intake - VP Operations.  "I have the privilege of enjoying a multi functional role within the company. In addition to overseeing business operations, I also assist clients with their life needs for insurance. We...

"As Director of Client Services, my role here at SMI is both rewarding and exciting. I enjoy the personal, face to face interaction that I have with clients and assisting Jim as he works to help them meet their investment and...