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 T. 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. After seeing many financial advisors and companies acting in their own interest and not the client’s, he decided to create his own firm focused on the client’s best interest. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc.
In 19 years, Casey has grown Wiser into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning, asset management, tax and legal.
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, and Berry College Board of Visitors.
Casey is married to his wife Angela and they have three children. Casey is also a retired airline Captain and still enjoys flying and playing golf in his spare time.
Brad Lyons, CFP® and Investment Manager, started at Wiser in 2019. Brad brings over 30 years of experience in financial planning and investment strategies to the Wiser team. He is a CERTIFIED FINANCIAL PLANNER™ professional and is passionate about helping others find financial success and confidence.
Brad attended Iowa State University and earned a Bachelor of Science degree in Business Administration. He completed his MBA from Golden Gate University and earned a certificate in recognition for successfully completing the Professional Financial Planner Program at Oglethorpe University.
Matthews Barnett, CFP®, ChFC®, CLU® and Financial Planning Specialist, started at Wiser in 2020. Matthews began his career in the financial services industry in 2012 and has held various roles throughout the industry. Matthews is excited to join the Wiser team to work with our clients by assisting in the creation of individualized financial plans.
Matthews attended the University of Georgia and earned a Bachelor of Science degree in Marketing from the Terry College of Business. He obtained his Certified Financial Planner certification (CFP®) from the CFP Board of Standards, and received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College of Financial Services.
Alexa Brannen, Director of Operations, began her career at Wiser Wealth in 2013 as Client Services Manager. In her seven years at the company, she has become the backbone of the business and leads the firm’s client service team, compliance efforts, technology systems, procedures and the day-to-day management of the firm. Prior to joining Wiser Wealth, Alexa spent ten years in office administration and quality assurance. She brings a passion for doing things right to Wiser and is constantly looking for ways to improve the client experience.
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 is highly organized, attentive to detail and takes incredible care of our client’s needs. She 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.
Dayna Reed, Director of Marketing and Brand, joined Wiser Wealth in 2019. Dayna brings a different perspective to our team as a client, advisory board member and marketing professional. She brings her passion for marketing and client experience after spending the last ten years at RaceTrac Petroleum, holding various roles in Marketing including Executive Director of Marketing.
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.
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, 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.
Wiser Wealth Management, Inc.
125 Church Street NE
Marietta, GA 30060
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 Brickyard and across the street from the First Baptist Church of Marietta.
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. Street parking is monitored and limited to two hours.
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.