Mike Smith

After graduating from college, I worked at an office furniture company and learned a lot about how a small business runs, spanning sales, customer service, purchasing, and employee management. I longed to begin a career where I could own and run my own business. I had always been interested in the investment industry, and after researching various career paths, I became an advisor in 1997.

I primarily work with small business owners, professionals, families, and pre-retirees.

I specialize in financial planning, retirement income planning, and business succession planning. 

I prioritize diversification for my clients across their portfolio, income streams and beyond. 

Being a retired army officer and a Christian, I pride myself on my caring attitude, consistent service, and clear communication with clients. I make sure to stay in really good communication with clients, especially those going through major transitions. Ultimately, I’m helping them through the tough times as well as the good times. 

More than anything, I enjoy being able to help them. It means a lot that I can give them direction and peace of mind to know that they’re working with someone that’s looking out for them. 

I’ve been amazed by the “how can we help?” attitude of Savvy. There's incredible humility and professionalism across the entire operation, and I’m excited to make an impact with the team. 

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