Tom Jacobsen is our Operations Manager. He manages the operations of the firm, implementing process improvements and ensuring that our clients receive a level of service that is second to none.
With more than 14 years of management experience in the financial services field, Tom joined the firm in March 2007. He holds a Bachelor of Science in Economics and a Masters in Business Administration from the University of Colorado. Tom and his wife, Patty, have a daughter, Katie. In his spare time, Tom enjoys attending Katie’s sporting events, taking trips to the family cabin in Minnesota, and spending time with family and friends.
Lee Strang is our Executive Assistant. Her main responsibilities include providing administrative support to the firm’s principal members, monitoring the firm’s compliance related communications, making traveling arrangements, updating slide presentations and scheduling client appointments. Additionally, Lee is responsible for coordinating our client appreciation events and client educational seminars.
Lee joined the firm in July 1990 and has worked for 27 years as an executive assistant. She enjoys movies, reading, traveling, dancing, and spending time with family and friends. She is married to Dave and she has six children, five grandchildren, and a Himalayan Persian cat.
Clint Thomas, MSF, is a CERTIFIED FINANCIAL PLANNER™ practitioner. His responsibilities include financial plan preparation, client portfolio reviews, and various investment recommendations. Additionally, Clint is responsible for the preparation of the due diligence for our clients' variable annuity sub-accounts as part of our monthly Investment Committee Meetings.
Clint joined the firm in December 2003 and he has five years of experience in the financial services industry. He received a B.S. in Business Administration from Lubbock Christian University, and a M.S. in Finance from the University of Denver. Clint is married to Shara, and they have a daughter, Hannah. He enjoys golfing and skiing in his free time.
James Osborne is a financial representative. His responsibilities include client portfolio reviews and various investment recommendations. Additionally, James is responsible for the preparation of the due diligence for our clients' mutual fund holdings as part of our monthly Investment Committee Meetings.
James joined M. J. Smith and Associates in June 2007 and has three years of experience in the financial services industry. He received a B.A. from Colorado Christian University, and is currently pursuing a M.B.A. in Investment Management from the University of Colorado. James lives in Denver with his wife, Hillary, and their two dogs. He is an avid cyclist, and he enjoys camping in his free time.
Tom Eyers is a financial representative. His responsibilities include client portfolio reviews and preparing investment recommendations.
Tom joined the firm in February 2008 and he has more than 10 years of experience in the financial services industry. After graduating from Frostburg State University with a B.S. in Finance and Economics, Tom continued to develop himself professionally by attaining industry-recognized designations including the Chartered Mutual Fund Counselor (CMFC) and Chartered Financial Consultant (ChFC®) designations. Tom lives in Parker with his wife, Mary Beth, and their two sons, Austin and Spencer. He enjoys skiing, running, and cycling.
William “Wade” Head is a financial representative. His responsibilities include client portfolio reviews and various investment recommendations. Additionally, Wade is responsible for establishing accounts, processing distributions, submitting paperwork to Raymond James.
Wade brings over 12 years of experience in the financial services field. Wade joined the firm in April 2008. He holds a Bachelors of Science in Entertainment Management from Northern Arizona University. Wade is a single father of two children, Janelle and Allen. In his spare time he enjoys playing music with his family, fishing, skiing and traveling.
Amber Adams is an Operations Specialist. Her chief responsibilities include client service administration and account operations. She also assists members of the MJS team in varying capacities including client compliance requirements. Additionally, Amber assists Lee Strang in scheduling appointments for Brian Eilers.
Amber joined the firm in April 2003. She enjoys spending time with family and friends, shopping, camping, scuba diving, and vacationing to tropical locations.
McKenzie Ray is an Operations Specialist. Her responsibilities include establishing accounts, processing distributions, submitting paperwork to Raymond James, and handling account transfers.
McKenzie graduated from Mesa State College, where she studied finance and economics. In her spare time she enjoys being with her friends and family, and spending time outdoors. She joined M.J. Smith and Associates in January of 2008.
Nicole Pichon is an Operations Specialist. She is a series 6 licensed professional with over 12 years of financial services experience. Nicole provides a variety of client- related services, including Raymond James back office operations, processing client requests and providing accurate documentation and support to clients and financial representatives in our office.
Nicole joined the firm in February 2008. She received a Bachelor of Business Administration degree from Howard University in Washington DC. Nicole lives in Denver with her daughter, Morgan. In her spare time, Nicole enjoys exercising, reading, charcoal pencil drawing, attending live theater productions and art exhibits, studying French and traveling.
Dianne Detmer is our Client Report Specialist. Her main responsibilities include client portfolio reviews and computer data management and reconciliations.
With more than 10 years of data management experience, Dianne joined the firm in February 2007. She earned an Associate of Arts degree in Business Administration and a Bachelor of Science degree in Business Information Systems from the Montana College of Mineral Science and Technology in Butte, Montana. Dianne is married to Nick, and they have two daughters, Anneliese and Katrina. She enjoys walking, baking, vacationing in Montana, being a Girl Scout cookie mom, and spending time with family and friends.
Kim Van Wieren is our Bookkeeper and Office Administrator. She manages accounts payable and accounts receivable, maintains the company website, and provides back-office support.
Kim joined the firm in June 2006. She received a B.A. degree in Economics and Business Administration from Gordon College in Massachusetts. Currently, she is pursuing a master’s degree in Economics from the University of Colorado at Denver. Kim is married to Jonathan and they have a daughter, Ashley. She enjoys rock climbing, reading, and spending time with family and friends.
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