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Our Client Care Team
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.
Clint joined the firm in December 2003 and he has two years of prior 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 two daughters, Hannah and Ansley. He enjoys golfing and skiing in his free time.
James joined M. J. Smith and Associates in June 2007 and has three years of prior experience in the financial services industry. He received a B.A. from Colorado Christian University, and an M.B.A. in Investment Management from the University of Colorado. James lives in Centennial with his wife, Hillary, and their two dogs. He is an avid cyclist, and he enjoys camping in his free time.
Drew Harper
is a Financial Representative. His responsibilities include client
portfolio reviews, financial plan preparation, and various investment
recommendations. Drew also assists Clint with the preparation of
due diligence for our clients’ variable annuity sub-accounts as part of
our monthly Investment Committee Meetings.
Drew joined M.J. Smith and Associates in December of 2009 and has three
years of prior experience in the financial services industry. He
received a B.S. in Finance from Metropolitan State College of Denver and
is a candidate for CFP® certification. In his spare time, he
enjoys the outdoors and spending time with friends and family.
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.
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 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.
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 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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This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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FINANCIAL SERVICES, INC.
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