Tori Smith

Tori Smith serves as John’s executive assistant, specializing in efficiency and organization. With a keen eye for detail, Tori ensures seamless support for our clients and smooth operations in the office. From scheduling appointments to coordinating client meetings and processing transactions, she manages various administrative tasks with precision and care. Tori’s meticulous attention to detail and dedication to providing exceptional support enable John to focus on delivering personalized financial solutions to his clients. Committed to providing outstanding service, Tori is here to assist you every step of the way on your financial journey.