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Our Team


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Samantha Smith

Founder

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Paul Martin

Senior Financial Advisor

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Peter Johnson

Financial Advisor

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We Understand the Difference That Expertise and Quality Care Can Make.




About Financial Advice Experts


Financial Advice Experts Prides Itself on Our Well of Experience, and Deeply Caring Advisory Staff.


We began our cooperative six years ago when Jeff, our lead partner, decided to branch out of his twenty-six-year position at Wells and Lawman in order to start a financial advisory firm of his very own. He worked diligently to hand-pick staff suited to this atmosphere of expert qualifications with a people-centric mindset. Our team comes from a range of backgrounds and experiences in the financial sector, from investment banking to personal financial counseling to retirement portfolio management. We bring our skills and experience together to help deliver what’s best for each of our partners.



What Our Clients Say



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Smiling businesswoman

“Working with Financial Advice Experts helped me set up the right savings for my kid's college fund. Thanks so much!” – Carie Cando


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Smiling businessman

“ROTH, 401K, IRA...so many words that your team helped make sense of. I feel confident in my retirement plan now!” – Sam Savor



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Smiling businesswoman

“I wanted to know how to budget all of my financial goals wisely, from inheritance managements to supporting causes I believe in. These guys delivered!” – Jane Smith




68 Lexington St    |   sanduskyumc@gmail.com   |   8106482606



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