Who We Are

Our Mission

We help you identify, understand, and commit to a long-term planning and investment objective that is realistic and appropriate. Our investment and planning solutions are based on putting you first by operating as a fee-only firm and accepting fiduciary responsibility. Quality legal, tax and bookkeeping services support your long-term goals.

 


caseyCasey Tyler Smith, Investment Advisor Representative
President – Principal

Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.

Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.”

Click Here To View Accolades 

Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club.

Casey can be contacted via email at [email protected]

 


michaelhsMichael Burnett, Attorney at Law
Estate & Business Legal Services

Michael obtained his J.D. from Barry University School of Law where he was involved in class government and received substantial merit based scholarships. He graduated magna cum laude with a B.S. from Covenant Life College. Michael is admitted to practice in Georgia and Florida.

Michael can be reached at [email protected]

www.msb-law.com

 



PJF Head Shots 2012 031 copyPeter Fullen, CPA
Tax Preparation 

Peter earned a BA in Accounting from Belmont Abbey College in Belmont, North Carolina and became a CPA in 1997. Peter is the lead CPA for Wiser Wealth through his firm Peter J. Fullen, CPA, P.C. located within Wiser Wealth Management.

Peter can be reached at [email protected]

 

 


 

sonjaSonja M. Gonzalez, Investment Advisor Representative
Client Management and Planning

Sonja earned a Bachelor of Arts in Business Administration from William Jewell College.  Sonja is the firms lead financial planner and also participates in client review meetings. She is a member of the Financial Planning Association.

Sonja, her husband Hector and her two sons, live in Marietta and attend Hickory Baptist Church.

Sonja can be contacted at [email protected]

 


camCam Wilbur, Investment Advisor Representative
Business Development

Cam graduated from the University of Georgia with a Bachelors of Business Administration and a major in Finance. He also has a Masters of Finance from Georgia State University. Cam is currently employed by Southern Company in Atlanta and works within his natural network to develop business for Wiser Wealth Management.

Cam and be contacted at [email protected]

  


alexaAlexa Brannen,
Office Manager

Alexa is a Marietta native and graduated from Kennesaw State University. Alexa manages the Wiser office.

Alexa can be contacted at [email protected]

 

 


Image-Coming-Soon-PlaceholderJana Prance,
Client Services

Jana is a graduate from Berry College with a dual degree in Accounting and Finance. Jana works with Wiser clients to manage cash movements, open accounts and maintain the firms relationship with TD Ameritrade.

Jana can be contacted at [email protected]

 

 


 

 

meridethMeredith Gay, CPA
Client Bookkeeping

Meredith Gay has an extensive background in accounting and finance. She has a BBA in finance from the University of Georgia and an MBA with a concentration in accounting from Georgia State University. She became a Certified Public Accountant in 2001.

Meredith held several management positions of increasing responsibility, including division controller of a Fortune 500 company, in the 10 years prior to 2005. In 2005, she became a stay at home mom. In 2010, she rejoined the workforce providing accounting services to a variety of clients in a diverse range of industries, including construction, real estate, telecom, professional service providers, and others.

Meredith lives in East Cobb with her husband and 3 children and is actively involved in the community.

Meredith can be contacted at [email protected]


beth

 

Beth Seabaugh, CPA
Client Bookkeeping

 

 

Beth can be contacted at [email protected]

 


 

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Megan Bobo,
Paralegal

 

 

 

Megan can be contacted at [email protected]


 

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Whitney Hamilton,
Office Assistant

 

 

 

 

Whitney can be contacted at [email protected]

Recent Tweets

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When viewed over a 10-year period, about 92% of actively managed eurozone equity funds trailed their respective benchmark. #index
- Sunday Feb 7 - 4:11am

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"Intention without action is an insult to those who expect the best from you." - Andy Andrews
- Saturday Jan 30 - 12:41am

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From Our Blog

Social Security Planning Update – A Loophole is Closed

During the financial planning process here at Wiser, we use planning software to determine the best ...

ASA Empower 401k Change

TO: Atlantic Southeast Airlines 401k Plan Participants On November 2, 2015 some changes took place ...

Checking a Broker’s Background Gets a Mandatory Link

FINRA, the regulatory authority for stock brokers and investment advisors, has recently approved a n...

Casey Smith was a Guest on School For Startups Radio

Casey Smith was recently interviewed by Jim Beach, the host of School For Startups Radio. Jim’...

Casey Smith’s Teaching Children About Money Article Published in AJC

In the September 23rd edition of the Atlanta Journal and Constitution, Casey Smith was a guest write...