Our Team

Our Team

Roger M. Smedley, CFP®

President and CEO

Roger's visionary abilities and years of experience have helped steer the client centered philosophy that the Smedley Financial Team follows today. He understands ...
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Sharla J. Jessop, CFP®

Vice President and Private Wealth Management Consultant

Sharla has served as Vice President of marketing for Smedley Financial Services since 1994. Sharla directs the Wealth Management Team. She has over 27 years of experience helping ...
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James R. Derrick, CFA

Vice President and Chief Investment Strategist

James is the Chief Investment Strategist for Smedley Financial's actively managed and quantitative investment portfolios and heads the Smedley Financial investment committee. James focuses on ...
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Rodney A. Walker, CFP®

Private Wealth Management Consultant

Rodney works directly with Smedley Financial's clients providing wealth management solutions. He tailors comprehensive planning techniques to meet the individual needs and financial goals of our...
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Mikal B. Aune, CFP®

Private Wealth Management Consultant

Mikal works directly with Smedley Financial's clients providing wealth management solutions.

Mikal joined Smedley Financial in 2006. His background ...
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Shane P. Thomas

IT Specialist and Institutional Advisor Relations

Shane serves as IT Specialist for Smedley Financial Services, coordinating all of the internal electronic and information systems. His information systems background makes him uniquely...
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Lynette Watts

Client Service Specialist

Lynette joined Smedley Financial over 10 years ago. Her outgoing personality and willingness to serve our clients makes her a valuable asset to our ...
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Nashaela Lyons

Client Service Specialist

Bio Coming Soon!




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