About Us
We are committed to providing you with the best possible financial service possible.
Nancy Smith
Nancy began her career as an accountant with the Pennsylvania firm of John C. Barnes, CPA in 1994. Nancy sharpened her skills as a business taxation and estate planning specialist.
Nancy earned a Bachelor's degree from the Brown University. She continued her academic pursuits and earned a Master's degree in Accounting from Anytown University. Nancy became a Certified Public Accountant in 1997.
Nancy is active in a number of professional organizations including the Anytown County Chapter of the Financial Planning Association, a member of the Anytown Society of Certified Public Accountants, a member of the American Institute of Certified Public Accountants, and a member of the Anytown Chamber of Commerce. Nancy treats every client with respect and integrity. Nancy provides independent financial analysis.
Nancy enjoys scuba diving in her spare time. She is a National Scuba Association certified diver.
Greg Jones
Greg Jones, CFP, has been an independent Fee-Only Certified Financial Planner since 1995. He is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). He is dedicated to helping clients make intelligent financial investment decisions. His patience and determination ensure that every client is treated with high regard.
Mr. Jones earned a Bachelor of Science Degree in Business Management and Communications from Northern Anystate University. Mr. Jones then went on to become a certified Financial Planner. He is a Member of the United Financial Planning Association, Member of the Southern Anystate Financial Planning Association, and is a Chartered Life Underwriter.
Greg Jones is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.
In his spare time, Greg enjoys cooking, hiking, and spending time with his children Mandy and Robert.
Greg and Nancy joined forces in 2004 to form Smith Jones Financial Planning, LLC. They believe that their combined knowledge and experience will achieve remarkable results for all of their clients.
