Who We Are

The Wiser Wealth team is committed to helping clients 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 Smith, President of Wiser Wealth Management, started the company in 2001.  Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda.  He became a Registered Investment Advisor and formed a fee-only financial services firm in June 2001, which later became Wiser Wealth Management, Inc.

In his 18 years with the company, Casey has focused on client service and retention to grow the business.  His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning and asset management. Tax and legal services are offered through seamless professional partnerships.

Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA.  He 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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Alexa Brannen, Director of Operations, began her career at Wiser Wealth in 2013 as Client Services Manager.  In her six years at the company, Alexa has led the firm’s client service team, compliance efforts, technology systems, procedures and the day-to-day management of the firm. She also assists the President with managing and optimizing operations of the two Private Equity funds.  Prior to joining Wiser Wealth, Alexa spent ten years in office administration and quality assurance.

Alexa attended Kennesaw State University and earned a Bachelor of Science degree.

 

 

 

 


Tiffany Spino, Client Services Manager, began her career at Wiser Wealth in 2016.  Tiffany acts as liaison between our clients and our custodian, TD Ameritrade Institutional, to open, fund and maintain client accounts. She also supports our firm’s marketing efforts.  Prior to joining the Wiser team, Tiffany worked in customer service for ten years.

Tiffany attended Georgia Southern University and earned a bachelor’s degree in Marketing with an emphasis in Sales.

 

 

 

 

 


Meredith Gay handles our client bookkeeping needs and started supporting this function for Wiser Wealth Management in 2014.  Meredith has an extensive background in Accounting and Finance and held several management positions of increasing responsibility, including division controller of a Fortune 500 company, in the ten 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 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.

 

 

 

 


Cam Wilbur, Client Investment Representative and Business Development, is currently employed by Southern Company in Atlanta and works within his natural network to develop business for Wiser Wealth Management.

Cam attended the University of Georgia and earned a bachelor’s degree in Finance. He also has a Master of Finance degree from Georgia State University.

 

 

 

 

 

 


Dayna Reed, Director of Marketing and Brand, started at Wiser Wealth in 2019.  Prior to joining Wiser, Dayna spent ten years at RaceTrac Petroleum, holding various roles including Executive Director of Marketing, Director of Brand Management and Brand Manager.  Prior to joining RaceTrac, Dayna spent seven years in brand management and sales for consumer product companies.  Dayna has served on the Wiser Advisory Board since 2009.

Dayna attended Clemson University and earned a bachelor’s degree in Marketing.  She completed her MBA at the University of Georgia.  Dayna is also an adjunct lecturer of Marketing at Kennesaw State University.

 

 

 


Our location

Wiser Wealth Management, Inc.
125 Church Street NE
Suite 220
Marietta, GA 30060

P) 678.905.4450
F) 678.264.0989

 


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Location:

We are located inside the Carmichael Building at Marietta Station. The Carmichael Building is the brick building adjacent to the parking lot. Marietta Station is next to the Marietta Trolley station and across the street from the First Baptist Church of Marietta.

Parking:

Free parking is available in the front lot outside of our building. On a rare occasion that the front parking lot is full, you may have to find a spot to park on Church Street.

Accessibility:

We are located in Suite 220 which is on the main level of the Carmichael Building. To get to our suite, walk up the ramp from the front parking lot and into the brick building on the left. Suite 220 is to the left of the stairs. Public restrooms are available on this level to the right of the stairs.

If you have any other specific questions about our office, feel free to call the main line at 678-905-4450.

 

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