Our Management Team

I am motivated by giving each client a more personal experience when it comes to managing an individual’s financial wellbeing. That is why I choose to be an independent Financial Advisor. I work closely with every client to enhance...

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...