Casey Tyler Smith, Investment Advisor Representative
President – Principal
Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia and earned his Series 7 and 66 while employed with a financial firm in Atlanta. Unhappy with the brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed CT Smith Financial Services in June 2001, which later became Wiser Wealth Management, to better reflect the firm’s service offerings.
Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey writes a financial related column for the Dallas New Era paper. Casey has been quoted in the New York Times, Barron’s, The Wall Street Journal, Kiplinger Magazine, Atlanta Journal Constitution, Marietta Daily Journal, Cobb Business Journal, Your Trading Edge Magazine, Financial Advisor Magazine, Index Universe.com, Seeking Alpha.com, CNN Radio as well as spoken at the Art of Indexing Summit 2010 New York, Inside ETFs 2009,2010 Boca Raton, 2012 Hollywood FL, Inside ETFs Europe 2010 Amsterdam, ETF Summit 2009 Singapore, ETF Conference Shanghai 2012, Global Indexing & ETF 2012, Phoenix, and Standard and Poors 2011, 2012 Atlanta Advisor Workshop. Casey is also on the planning committee for the 2013 IMN Boston ETF Conference. Casey was named in 2010 as one of Cobb County’s rising stars in Cobb Life Magazine, Berry College Alumni of the Year and Atlanta Magazines 2011, 2012 & 2013 Wealth Manager of the Year.
Also a pilot, Casey has commercial aviation experience and enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marietta Country Club.
Casey can be contacted via email at [email protected]
Sonja M. Gonzalez, Investment Advisor Representative
Client Management and Planning
Sonja earned a Bachelor of Arts in Business Administration from William Jewell College. She earned her Series 7, and her 65/63 for her Investment Advisor Representative, while employed with a financial firm in Atlanta serving metro Atlanta schools and hospitals. Feeling the need to provide a fuller scope of services to her clients, Sonja joined Wiser Wealth Management. Sonja is the firms lead financial planner and also participates in portfolio management and firm planning. She is a member of the Financial Planning Association.
Sonja, her husband Hector and her two sons, live in Marietta and attend Hickory Baptist Church. Sonja is a Cub Scout leader, enjoys spending time with family and relaxing with a good book.
Sonja can be contacted at [email protected]
Michael Burnett, Attorney at Law
Michael is an Estate Business Planning Attorney that can work closely with you to meet your specific needs. Whether you are a young family with children needing a simple will to determine who would care for your children if something happened to you, or you are a high net worth individual in need of advance planning, we can help you formulate a plan that will address your specific needs. The practice of Michael S. Burnett, LLC is a boutique practice focused on clients seeking individualized attention to determine and meet their Estate Planning and Business Planning needs.
Michael obtained his J.D. from Barry University School of Law where he was involved in class government and received substantial merit based scholarships. He graduated magna cum laude with a B.S. from Covenant Life College. Michael is admitted to practice in Georgia and Florida. Recent Appellate Cases include Cogen v. Cogen (FL).
Kim MacConnell, CPA
Kim earned her Bachelors of Accounting at Georgia State University in Atlanta, GA in 1992 and her Masters of Taxation in 1995. She then went to work at the Industrial Bank of Japan and later Tarpley & Underwood, PC in Atlanta. Kim has prepared tax returns for Wiser Wealth Management Clients since 2003.
Kim can be contacted at [email protected]
LaTrelle Allen, Client Services
LaTrelle joined Wiser in 2002. LaTrelle assists in the daily chores of maintaining client files, communications with clients and assisting with various office projects.
LaTrelle can be contacted at [email protected]
Alexa Brannen, Client Services
Alexa is a Marietta native and graduated from Kennesaw State University. Alexa assists in the daily chores of maintaining client files, communications with clients and assisting with various office projects. She works on the wealth management and legal sides of the firm.
Alexa can be contacted at [email protected]