ETA INVESTMENTS - Key Persons
Dave Smith is a skilled tax and financial advisor with nearly 30 years of professional experience. He started his career in 1994 as a Tax Advisor with E. Thomas & Associates, Inc. From 2000 to the present, he has worked as a Registered Representative at several financial advisory firms including Dalton Strategic Investment Services, Securities America and Arbor Point Advisors. In 2019, Dave joined RFG Advisory, LLC, as an Investment Advisor Representative. Dave holds his Series 63 and 66 licenses. He graduated from the University of Kentucky in 1972 with a Bachelor of Science in Business and Economics.
Jamie Keith has more than a decade of experience helping clients plan and prepare for their financial future. He started his career as a Financial Advisor in 2011 with Dalton Strategic Investment Services. From 2014 until 2019, he was a Registered Representative at Securities America and Arbor Point Advisors. In 2019, he joined RFG Advisory, LLC, as an Investment Advisor Representative. He holds his Series 7, 63 and 65 licenses as well as his Variable, Life, Accident and Health Insurance licenses. Jamie graduated from Jefferson Community College with an Associate's degree in Applied Science with an Industrial Technology background and in 2016 from the University of Northern Kentucky with a B.A. in Organizational Leadership.
Job Titles:
- Administrative Assistant
- Advisor
Dave Smith is a skilled tax and financial advisor with nearly 30 years of professional experience. He started his career in 1994 as a Tax Advisor with E. Thomas & Associates, Inc. From 2000 to the present, he has worked as a Registered Representative at several financial advisory firms including Dalton Strategic Investment Services, Securities America and Arbor Point Advisors. In 2019, Dave joined RFG Advisory, LLC, as an Investment Advisor Representative. Dave holds his Series 63 and 66 licenses. He graduated from the University of Kentucky in 1972 with a Bachelor of Science in Business and Economics.