Who We Are

We help you identify, understand and commit to a long-term planning and investment objective that is both 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.

 

Casey Tyler Smith, Investment Advisor Representative
President – Principal

Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, in 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 Berry College Campbell School of Business Executive Advisory Committee, Berry College Board of Visitors

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Casey is a retired airline Captain and still enjoys flying and playing golf. Casey is a member of the Marietta Country Club and also a member of the Marietta Rotary Club.


Alexa Brannen
Operations Manager

Alexa is responsible for leading the firm’s client service team, compliance efforts, financial systems and the day-to-day management of the firm. She also assists the President with developing and optimizing operations of the Private Equity funds.

 

 

 


Tiffany Spino
Client Services

Tiffany Spino acts as liaison between our clients and our custodian, TD Ameritrade Institutional, to open, fund and maintain client accounts. She is also taking on marketing roles within the firm.

Tiffany joined Wiser in 2016 and has become an asset to the firm with her extensive background in customer service alongside her BBA in Marketing from Georgia Southern University.

 


Meredith 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.


Cam 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.

 

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