We originated as a close-knit family firm and it shows in the way we care for our clients. John Smart founded the company in 1997 and transitioned the firm to Jonathan Alpen and Kelsey Smart in 2018. We are fortunate that John will be continuing with the firm for several years before he takes to scuba diving and golfing full-time. Rounding out the team are: Investment Representative/Assistant, Laura Smart Hettinga; Operations Manager, Shylo Kennett; and Administration Manager, Patricia Cockwell.
Clients feel the ‘family business’ warmth when they walk in the door. Our clients mean a great deal to us. We want to understand what matters to you, so that we’ll know the best way to put your hard-earned dollars to work.
We look forward to working with you.