Smith Bruer Advisors: Fee-Only Financial Advisors

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Our Team

Our leadership team has a passion for building a culture that is focused on empowering clients. At Smith Bruer Advisors, we believe that when our clients are empowered then our team is empowered.  This principle challenges us to keep learning and innovating in order to deliver a meaningful experience to those we work with.


Co-Chief Executive Officer/Financial Advisor

My Quick Stats

What’s your background? I have been in the financial services industry since 2001 with extensive experience both as an advisor and a Supervisory Principal. As Supervisory Principal, I managed a large group of financial advisors as part of a bank investment program for eight years. Prior to becoming a financial advisor, I served for six years in the Orlando Regional Healthcare System in the greater Orlando area including two years as Assisted Living Facility Administrator. Additionally, I am currently a finance professor at Flagler College-Tallahassee.

What degrees do you hold? I have a B.S. in Business Administration from the University of Central Florida and an M.S. in Health Services Management from Webster University.

Win any awards? I have been awarded with many honors as a top producer, management leader and service leader. While the awards are great, the award I covet most is the satisfaction of helping clients achieve their personal goals and fulfilling their purpose.

What do you do for fun? I enjoy being in the outdoors, whether I’m camouflaged in the woods or cruising the pristine waters of the Florida coast. Occasionally you can find me on the golf course…or rough.

Tell us about your family: I have been married to Marci since 1995 and we have 3 beautiful children; Travis, Ethan and Lacie. The kids keep us occupied with many activities whether it be at school, Girl Scouts or helping at a fund raiser.

What charities do you support? My family and I support Young Life.


Co-Chief Executive Officer/Financial Advisor

My Quick Stats

What’s your background? I am a CERTIFIED FINANCIAL PLANNER™, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007. I am currently on the financial planning faculty at the University of Colorado.

What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.

Win any awards? During my time in the Marine Corps and in the financial services industry I have been distinguished with personal awards and achievements for going above-and-beyond expectations.

What do you do for fun? My family and I attend Eternal Rock Lutheran Church in Castle Rock, Colorado, and love to spend family time hiking and biking Colorado’s beautiful mountains.

Tell us about your family: My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.

What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.


Chief Compliance Officer / Financial Advisor

My Quick Stats

What’s your background? I am a CERTIFIED FINANCIAL PLANNER™ and a Certified Plan Fiduciary Advisor. I focus on institutional services as well as wealth management, planning for retirement, insurance needs, and saving for college for individuals and families. I joined the banking industry in 2005 and gained widespread experience in financial and credit analysis. I joined the financial services industry in 2013 and since then have worked to employ an analytical and pragmatic approach to serving my clients.

What degrees do you hold? I hold a B.S. in Psychology from The Florida State University.

What do you do for fun? As a native Floridian, I have adopted Tallahassee as my home after growing up in Hollywood, FL. My wife Priya and I enjoy attending FSU football games, hiking and traveling, and I am also an avid golfer and fisherman.

What charities do you support? I am proud to serve as head golf coach for the Leon County Special Olympics and have volunteered with numerous other local non-profit organizations.


Financial Planning Associate

My Quick Stats

What’s your background? Growing up in a big Irish family, I have seen firsthand the effects that money can have. I grew up in Orlando, Florida with my four sisters and my parents. When I was 15, my father suffered from a stroke which led to a large financial and emotional burden being placed on our family. We didn’t have a plan in place for this type of event because we assumed it would never happen to us. When I went to college I decided to pursue finance, specifically the financial services industry, so that I could serve individuals and families. My goal is to help families prepare for the unknown and make sure that they always have a plan in place.

What degrees do you hold? I graduated Summa Cum Laude with a B.S. in Finance from Florida State University. Additionally, I will begin the coursework for the CERTIFIED FINANCIAL PLANNER™ designation in the Fall of 2019.

Win any awards? While at Florida State, I was actively involved with, and served on the executive board of several honor societies such as Phi Eta Sigma, National Society of Collegiate Scholars, and Golden Key and consistently made the Dean’s List.

What do you do for fun? Two of my favorite activities are being outside and spending time with animals. My first job was on a farm which led to me adopting my kitten, Munch. I try to spend as much time as possible outside whether that’s biking under Tallahassee’s canopy roads or soaking up the sunshine at New Smyrna Beach.

What charities do you support? I support City Church.

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1 (800) 387-3487

Please note that we have an account minimum requirement of $500,000.

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Main Number: 1 (800) 387-3487

Tallahassee Office
1700 Summit Lake Drive, Suite 102
Tallahassee, FL 32317
Ph: (850) 877-0803 F: (850) 204-7532

Colorado Springs Office
1755 Telstar Drive, Suite 300
Colorado Springs, CO 80920
Ph: (719) 301-1565 © 2018 Smith Bruer Advisors
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