Newsroom
True understanding starts with separating the news from the noise.
Whether you are a client checking in for the latest updates, a potential client looking to learn more or a member of the media seeking information on our team, you’ll find it here. In addition to providing team milestones, we also offer a rundown of the most pertinent and pressing news of the markets.
Recent Headlines:
Mark Smith Speaks at Investment Management Conference 01/06/2012
Mark Smith Attends Advanced Planners’ Study Group 12/15/2011
Mark J. Smith Achieve Top Financial Advisory Ranking 11/21/2011
M.J. Smith and Associates Named Top Colorado Financial Advisor 9/30/2011
Mark Smith on Cover of Investment Advisor 9/1/2011
Mark Smith Named Top Colorado Independent Financial Advisor 8/19/2011
Mark Smith Speaks at National Financial Advisors’ Conference 05/30/11
Mark Smith in Barron's “Top 1,000 Advisors” in the U.S. 03/07/11
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Team News:
- Tiffany Charles, Executive Assistant, and Drew Harper, CERTIFIED FINANCIAL PLANNER™, attended the Raymond James Operations Conference in Tampa, Florida.
- Mark Smith, CFP®, CPA/PFS, CIMA®, conducted the continuing education class Investment and Retirement Strategies for Uncertain Times for the Colorado Society of CPAs in Grand Junction, Colorado.
- Mark Smith taught Understanding The Real World of Retirement Planning at the Colorado Society of CPAs’ Retirement Planning Conference.
- Drew Harper, CERTIFIED FINANCIAL PLANNER™, participated in the Susan G. Komen Race for the Cure walk for breast cancer.
- On October 27th, M.J. Smith and Associates hosted an Open House at our new location. We enjoyed spending time and touring our clients around the new office.
- The firm hosted our third seminar for 2011. On October 24th, Gene Pastula, CFP, Founder and President of Westland Financial Services spoke on Long Term Care Planning.
- Tiffany MacBrayne married on October 1, 2011 in Larkspur, Colorado to Seth Charles. Congratulations Mrs. Charles!
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