Meet our Financial Team

Winfield S. Smathers
Winfield S. Smathers, IV AIF®
Founder & CEO, SBWM Financial Advisor & Branch Manager, RJFS
Kathleen O. Kartsonas
Kathleen O. Kartsonas CFA
Managing Director, SBWM
C. Reed Natali
C. Reed Natali CFA, CFP®, CAP®
Managing Director, SBWM Financial Advisor, RJFS
Kyle D. Balliet
Kyle D. Balliet CFP®
Managing Director, SBWM Financial Advisor, RJFS
Ashby Daniels
Ashby Daniels, CFP®
Managing Director, SBWM Financial Advisor, RJFS
Mark S. Summers
Mark S. Summers, AAMS®
Financial Advisor, RJFS
Erik Olson
Erik P. Olson CFA®
Financial Advisor, RJFS
Sunny Erdman
Sunny Erdman, CEPA
Managing Director, SBWM Financial Advisor, RJFS
Joe Lantz
Joe Lantz, CFA®, CAIA
Managing Director, SBWM
Joseph Maker
Joseph M. Maker, CPA, CFP®
Managing Director
Dena R. Karsin
Dena R. Karsin
Operations Manager, SBWM Financial Advisor, RJFS
Stacy Brown
Rachel L. Koller
Registered Associate
Grace Dymski
Grace K. Dymski
Client Service Associate
Candice Esters
Candice Esters
Client Service Associate
Rachel Koller
Stacy Brown
Administrative Assistant
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger

LET’S FOLLOW WHERE YOUR ASPIRATIONS LEAD

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