I established Smith Wealth Advisors as a platform for providing every one of our clients with the kind of personal service one expects from a large wealth management firm. For over 20 years, I have advised clients on every aspect of their financial management with the goal of guiding them towards achieving their financial goals and ultimately, living the future they intended.
During the last 20 years I have advised my clients through both growth economies and periods of economic uncertainty producing a solid track record of positive growth.
Our personal approach offers you the same advantages of working with a large firm but with the kind of personal attention, customized individual business, and institutional service you deserve.
Smith Wealth Advisors team offers over 20 years of experience administering assets in excess of $70 million.
Smith Wealth Advisors works closely with TD Ameritrade to provide our clients with professional analytics and a host of sophisticated research tools. We are proud of our relationship with TD Ameritrade, ranked #1 in 2015 for Customer Service and Education by Barron’s.
Cindy A. Mikel
Cindy A. Mikel joined our firm in February of 2017 as an Investment Advisor Representative bringing along her vibrant personality and 7 plus years of experience in financial planning experience. Not only is Cindy a talented Investment Advisor Representative, she’s also a lawyer, which allows her to handle a wide range of matters requiring legal expertise, and is also licensed in Life, Accident, Health and HMO by the Texas Department of Insurance.
Rounding out her qualifications as a skilled member of our team, Cindy, who is passionate about music and has a Bachelor of Music degree from Texas Tech University and a Master of Music degree from The University of Texas, spent 28 years working with young people to bring music to schools throughout central Texas as a band director.
If saving and investing for a financially secure retirement is on key with The Future You Intended, then Cindy Mikel’s tune will be music to your ears. We’re glad to have Cindy on board as a member of the Smith Wealth Advisors team.
Leni Cohen joined our firm in 2018 as our Long-Term Care Solutions Advisor. She is also a Medicare Supplement advisor. She brings to our group a 13-year level of expertise in advanced long-term care markets for individuals and group sales
Over the years Leni has become an expert in field underwriting and can lead our clientele to the best available solutions. Leni has been a trainer throughout the country in both long-term care and Medicare supplement plans and has presented countless seminars throughout the country.
She has been honored by Florida BCBS as a Senior Ambassador for their Senior Solutions Program. Additionally, Leni has held the prestigious position for the state of Florida as a State Certified Insurance Instructor for Long-Term Care Partnership
Because Leni is licensed in many states, she can offer products that fit a client’s needs in their home state.
If you are looking to secure your retirement income, protect your family and secure a legacy for your heirs, Leni Cohen is available to assist you with creating a comprehensive plan for this.
We’re so grateful to have Leni on board as a member of the Smith Wealth Advisors team to round out our full-service financial group and insure all of our clients achieve the Future They Intended.