Our Team

At Cirocco Smith, we provide a comprehensive financial roadmap. With over 50 years of combined experience, we work collaboratively with clients to create unique, individualized financial strategies. Our team's holistic approach focuses on all aspects of a client's financial life, including retirement planning, tax strategy, estate planning, and investment management. Additionally, with a firm belief in transparency, we strive to build trusting, long-lasting relationships with our clients, empowering them to make informed financial decisions and achieve their financial goals.