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Monti Smith

Monti Smith

Vice President Sales and Marketing

Monti has been in the financial service industry since 1991. She began her career at retirement planning services in Chapel Hill, NC. Working with pre and post retirees, K-12 public school employees, college professors and staff and business owners through out North Carolina and Virginia. She has been the co-host of a financial talk radio show in various markets for the past 5 years. 

She specializes in retirement income planning and coaching for individuals nearing retirement or in retirement. She also works with business owners helping them with cost reduction strategies for their company regarding employee benefits and 401K plans and individualized planning for business owners with regard to their personal retirement plans. 

She and Wesley are both financial educators. They currently teach retirement classes through out the year at UNC Chapel Hill, Wake Forest, and Roanoke, Virginia. She and Wesley are big believers that financial education is the first step toward a successful and sustainable retirement.