COMPLETE WEALTH ADVISORS - Key Persons


David H Smith

Job Titles:
  • Financial Advisor
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. With over 20 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I am confident that with our understanding of personal finance, coupled with our training as financial professionals, our team can help people live well now and better prepare for the future. My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with our understanding of...

Diana Wheeler

Job Titles:
  • Client Service

John Roda

Job Titles:
  • Financial Advisor

Kelley Smith

Job Titles:
  • Administrative Coordinator for Dave Smith

Kendall Wright

Job Titles:
  • Financial Advisor

Kimberly Wright

Job Titles:
  • Client Service

Robert Wright

Job Titles:
  • Financial Advisor