Our Team

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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Roger's visionary abilities and years of experience have helped steer the client centered philosophy that the Smedley Financial Team follows today. He understands that the financial industry is always evolving. Staying abreast of the changes and incorporating them as needed helps Smedley Financial meet the financial challenges of their clients.

In giving back, Roger has served as the National Vice President and a National Board Member of the National Institute of Certified Financial Planners. He has also served as past President and past Chairman of the Utah Society of the Institute of Certified Financial Planners and has served as a Chapter Officer with the Utah Chapter of the International Association for Financial Planning.

He is the controlling shareholder of Smedley Financial Services, Inc. Roger is a member of the executive committee and the investment committee. Roger earned his Masters of Business Administration degree and his Bachelor of Science (Business) degree from the University of Utah. He holds the Certified Financial Planner designation (CFP®).

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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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 clients and businesses solve their most complex financial challenges. She advises clients on how to preserve and manage their wealth by coordinating the use of financial, tax, and estate planning techniques, along with investment strategies to solve each client's intricate financial needs.

Sharla also works directly with Financial Advisors, throughout the United States, seeking managed investment solutions for their clients. Her experience provides insight to the challenges Advisors face while serving the needs of their clients.

In her free time, Sharla enjoys being outdoors and likes to spend time snow skiing, scuba diving, and mountain biking.

Sharla is a minority shareholder of Smedley Financial Services, Inc. She is a member of the investment committee as well as the executive committee. She holds a Certified Financial Planner (CFP®) designation.

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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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 developing the firm's investment strategy, researching investment opportunities, and portfolio implementation. He applies a disciplined approach to portfolio construction and risk management.

James serves as Vice President and Chief Compliance Officer for the firm. He is a member of the executive committee. He joined Smedley Financial Services in 2000.

James also designs and implements investment strategies that Investment Advisors throughout the United States use for their clients.

James enjoys programming and problem solving. These abilities have become a valuable asset to Smedley Financial. Away from the office James likes to play basketball and spend time doing physical fitness activities.

James earned his Masters of Business Administration degree from the University of Utah and his Bachelor of Science (Business) degree from Brigham Young University. James holds a Chartered Financial Analyst (CFA) designation.

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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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 diverse clients. He incorporates a lifetime income investment planning strategy to help clients achieve income distribution goals while maintaining a focused investment plan. He advises clients on how to preserve and manage their wealth by coordinating the use of financial, tax, and estate planning techniques.

Rodney joined Smedley Financial in 2001 and has over 10 years of experience in helping clients solve complex challenges. His ability to connect with each client, and relate to their individual circumstances, makes him a uniquely qualified consultant.

Rodney derives a great deal of satisfaction in working with special needs individuals and serving in his local community. He also enjoys coaching youth sports.

Rodney earned his Bachelor of Science (Business) from the University of Phoenix. He holds a Certified Financial Planner (CFP®) designation.

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

Mikal joined Smedley Financial in 2006. His background ...
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Mikal works directly with Smedley Financial's clients providing wealth management solutions.

Mikal joined Smedley Financial in 2006. His background in psychology and human resources combined with his natural interest in finance gives him a unique perspective when designing solutions tailored to the complex needs of our clients.

Using comprehensive planning techniques, Mikal helps clients to develop a plan that is centered on their unique values and goals. He incorporates a lifetime income investment planning strategy to help clients achieve their income distribution goals while maintaining a focused investment plan. He advises clients on how to preserve and manage their wealth by coordinating the use of financial, tax, and estate planning techniques.

In his spare time, Mikal enjoys spending time outdoors; gardening, cycling, and snow skiing.

Mikal earned his Master of Business Administration degree and his Bachelor of Science (Psychology and Spanish) degree from the University of Utah. He holds a Professional in Human Resource (PHR) designation.

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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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 qualified to administer the database and continuity planning for our firm.

Protecting the privacy of client information is vital in today's world. Shane monitors the integrity of our systems to insure that all private client data remains secure and protected from unauthorized access.

Shane joined Smedley Financial in 2003 and also serves as an advisor relations specialist. He supports investment professionals throughout the United States in their efforts to build a successful wealth management practice. He provides advisors with portfolio recommendations incorporating the Smedley Financial investment portfolios.

Shane is an outdoor sports enthusiast. He loves all outdoor activities especially snow skiing and rock climbing.

He earned his Bachelor of Science (Information Systems) degree from University of Utah.

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

Lynette has the ability to connect with our clients and understands their unique circumstances. Her attention to detail helps to insure that clients have a world class service experiences while working with our firm.

Lynette also handles the books and recordkeeping for Smedley Financial.

Traveling is one of Lynette's greatest passions. She enjoys photography and most anything that allows her to be creative.

Lorena joined Smedley Financial in 2010. Her attention to detail and her ability to solve problems are unique qualities and often hard to find. We consider these qualities valuable to ...
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Lorena joined Smedley Financial in 2010. Her attention to detail and her ability to solve problems are unique qualities and often hard to find. We consider these qualities valuable to our clients and our firm.

Lorena's warm and friendly personality helps our client feel comfortable and confident with the service she provides.

When away from the office, Lorena enjoys being out in the garden or at the lake fishing.