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.
Casey 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.”
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]
Michael 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]
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]
Sonja 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]
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]
Alexa is a Marietta native and graduated from Kennesaw State University. Alexa manages the Wiser office.
Alexa can be contacted at [email protected]
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]
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 Seabaugh, CPA
Beth can be contacted at [email protected]
Megan can be contacted at [email protected]
Whitney can be contacted at [email protected]
The Wiser Private Equity Fund - Serenbe project is underway. 18 condos will be standing here by June 2016. We... http://t.co/Mu5KejRmrP
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Happy Birthday to the Investment Advisors Act! 75 years ago this month. The Advisers Act provides the legal... http://t.co/01cKG21LNg
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