Adrianne Smith

Email: FOCUS As a Client Relationship Specialist, Adrianne supports the firm’s Financial Advisors. She assists clients with day-to-day requests, handles both new account and transfer processing. Adrianne also schedules client reviews and an array of other tasks. CAREER HIGHLIGHTS Adrianne has spent the past 25 years in the banking and[...] Continue reading
21 August, 2020

Bryson J. Roof, CFP®

Email: FOCUS Bryson aims to help clients navigate all aspects of their financial lives. Whether it’s purchasing/refinancing a home, assisting aging parents/adult children, or charitable gifting; each decision has an impact on future finances and retirement funding. He regularly coordinates with estate planning/eldercare attorneys,[...] Continue reading
21 August, 2020

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