101 West Cascade Way
Registered Investment Advisory Representative
Bill D. Smith has over 40 years of training and experience in financial planning, life and health insurance and retirement and investment counseling. Mr. Smith is a Registered Investment Advisor Representative through Apex Advisory...
Rebecca has over 30 years experience in tax, accounting and finance. Her past experience includes working in Deloitte's tax department, owning a CPA firm specializing in small business accounting, working as a CFO for an Inc 500...