Casey Smith, President/Advisor

Writer for:

Dallas New Era Newspaper



Atlanta Magazine Metro Atlanta Wealth Manager of the Year

2011, 2012, 2013, 2014, 2015, 2016

Top 20 Innovator in the usage of ETFs in America, 2012 –

Berry College Young Alumni of the Year 2010

Cobb Life Magazine – Top 20 Under 40 – Rising Stars 2010

Beta Gamma Sigma Honoree Member, 2012

Cobb Chamber of Commerce 2015 Top 25 Small Business of the Year


Quoted – New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal and Constitution, Marietta Daily Journal, Cobb Business Journal, Berry College Alumni Magazine, Your Trading Edge Magazine, Financial Advisor Magazine,,, CNN Radio.


Speaking Engagements:

Standard & Poors Workshop Atlanta, 2011, 2012

ALPA ASA 401k Workshop, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016

ETF Conference Shanghai, 2012

Global Indexing & ETFs Phoenix, 2012; Dana Point CA 2016

Inside ETFs Florida, 2009, 2010, 2012

Art of Indexing Summit New York, 2010

Inside ETFs Europe Amsterdam, 2010

ETF Summit Singapore, 2009


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