Our Team
How We Work
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
Todd Smolen
Principal Wealth Manager
I take a personalized approach to financial planning with a primary focus on listening to my clients and understanding their financial goals. Prior to starting this firm, I worked with high net worth clients at Ayco, A Goldman Sachs...
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Melissa Smolen
Client Services Manager
Melissa has 2 years’ experience as a registered planner for Ameriprise. She previously held a background in retail buying for Macy’s.
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Our Family
Combined Todd and Melissa are raising their two children, George and Lily in upstate New York. They spend most of their evenings and weekends watching them play hockey.