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 casey@wiserinvestor.com

 


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 mburnett@msb-law.com

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 peter@wiserinvestor.com

 

 


 

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 sonja@wiserinvestor.com

 


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 cam@wiserinvestor.com

  


alexaAlexa Brannen,
Office Manager/Client Services

Alexa is a Marietta native and graduated from Kennesaw State University. Alexa manages the Wiser office and provides clients with TD Ameritrade account support.

Alexa can be contacted at alexa@wiserinvestor.com

 

 


latrellLaTrelle Allen
Special Projects

LaTrelle assists in company compliance and works on special client projects.

LaTrelle can be contacted at latrelle@wiserinvestor.com

 

 

 


 

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 bookkeeping@wiserinvestor.com


beth

 

Beth Seabaugh, CPA
Client Bookkeeping

 

 

Beth can be contacted at bookkeeping@wiserinvestor.com


 

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Megan Bobo
Paralegal

 

 

 

Megan can be contacted at megan@msb-law.com


 

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Whitney Hamilton
Office Assistant

 

 

 

 

Whitney can be contacted at whitney@wiserinvestor.com

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From Our Blog

Withdrawing Money from an IRA

Question: I have a roll-over IRA which holds >$100K and would like to withdraw some of it to buy ...

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Wiser Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry College Board of Trustees.

Wiser® Wealth Management, Inc congratulates Dr. Brad Bushnell, MD on his appointment to the Berry C...

Teaching Your Kids About Money

Teaching your kids about money By Casey Smith, President, Wiser® Wealth Management My wife and I w...

Cobb County Top 25 Small Business of the Year

Wiser® Wealth Management named 2015 Top 25 Small Business of the Year Atlanta-area firm recognized ...