Meet Your Team

Winfield S. Smathers
Winfield Smathers IV, AIF®
Founder & CEO, SBWM Financial Advisor & Branch Manager, RJFS
Reed Natali
Reed Natali, CFA, CFP®, CAP®
Managing Director, SBWM Financial Advisor, RJFS
Kathleen O. Kartsonas
Kathleen Kartsonas, CFA
Managing Director, SBWM
Kyle D. Balliet
Kyle Balliet, CFP®
Managing Director, SBWM Financial Advisor, RJFS
Ashby Daniels
Ashby Daniels, CFP®
Financial Advisor, RJFS
Mark S. Summers
Mark Summers, AAMS®
Financial Advisor, RJFS
Erik Olson
Erik Olson, CFA®
Financial Advisor, RJFS
Sunny Erdman
Sunny Erdman, CPWA®, CEPA®
Managing Director, SBWM Financial Advisor, RJFS
Joe Lantz
Joe Lantz, CFA®, CAIA
Managing Director, SBWM Investment Consultant, RJFS
Joseph Maker
Joseph Maker, CPA, CFP®
Managing Director Financial Advisor, RJFS
Dena R. Karsin
Dena Karsin
Operations Manager, SBWM Financial Advisor, RJFS
Stacy Brown
Rachel Koller
Registered Associate
Grace Dymski
Grace Dymski
Financial Advisor, RJFS
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

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