Ted Smalling

My process begins with asking the right questions and listening closely to understand each client’s goals, desires, and concerns. It’s important to me that clients can clearly visualize what their future could look like—and that we create a plan that’s truly personal to them and evolves with their needs.

With a clear vision in place, we then turn our attention to financial and tax planning. Most clients are eager to find smart ways to save on taxes, and Roth conversions are often a valuable strategy in that conversation. My role is to help guide the entire planning process and ensure we’re using all the tools available to help them move forward with confidence.

Throughout our partnership, my goal is to provide not just financial guidance, but also dependable support. I work alongside a trusted client service partner who handles everything from forms to follow-ups, so nothing slips through the cracks. If I’m ever away, a backup advisor is available—and we make it a point to respond quickly and keep communication easy.

I truly enjoy hearing clients share their dreams for the future. Over time, these relationships often grow into something more personal, and I feel connected to their lives. Many even become friends in their own way. And when something finally ‘clicks’ for a client? It’s one of the most rewarding parts of what I do. Their success brings me genuine joy.