Our Team

Roger M. Smedley, CFP®


Roger's visionary abilities and years of experience have helped steer the client centered philosophy that the Smedley Financial Team follows today. He understands ...
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Sharla J. Jessop, CFP®

President and Private Wealth Management Consultant

Sharla serves as President of Smedley Financial. Prior to that, she was Vice-President of Marketing. Sharla directs the Wealth Management Team and has over 27 years of experience helping ...
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Are you feeling anxious about the market?
Early Retirement: A Lifestyle Change
What Women Should Know About Social Security
A New Housing Paradigm
Get in the Right Lane
Is Your Brain Risking Your Financial Success?
Women Face Unique Challenges. Good Decisions are Essential.
Your Values Matter
How Emotion Drives Your Money
Preparing 2018 Taxes
Retirement Countdown
An unexpectant caregiver
The Life of a Centenarian
Where does all the money go?
Ready for Medicare
Giving Back
Smedley Financial's New Advisors
Purchasing a New Car?
Increase the fun... not the expense!
Just For Women - Let it Grow
Retire without Debt
Could You Unknowingly Disinherit Your Kids?
Good Planning Could Save Your Retirement
2018 Just For Women – Let it Grow!
Financially Savvy Women
Will You Benefit From the Recent Tax Cut?
How Proposed Tax Changes Might Impact You
Women Bridging the Retirement Gap
Preparing for Disasters
Your Future Is Here. Now What?
Women in Transition: The Loss of a Spouse
Just for Women - Follow Up - Don't Be Afraid
Just for Women - Follow Up - Estate Planning
Just for Women - Follow Up - Active Living
Women in Transition
Attention All Women!
Retirement is Full of Surprises
Department of Labor Benefit to SFS Investors
Election Impact
3 Medicare Minefields
Get Your Social Portfolio Together
Uncover Your Creative Genius to Find Fulfillment
Just for Women Event Recap
Why You Should Care About The Fiduciary Standard
Just for Women
Americans Are Taking Control of Their Money
Make 2016 Pay off Big!
Rightsizing For Retirement
Open Enrollment
Early Returns Matter Most In Retirement
What’s Your Risk Number?
Long-Term Care
9 Ways to Reduce Taxable Income This Year
What's Your Happiness Index?
Encore! Encore!
Embracing Average
Women and Investing - Defining Your Future
Division of Labor
The Ultimate Marathon: Retirement
College Education - A New Path
What is the Riskiest Part of Your 401(k)?
A visit to the NYSE!
The American Dream (and the Cost of Procrastination)
100 Taxing Years Later (Many Times Greater)

James R. Derrick, CFA®, BFATM, MBA

Vice President and Chief Investment Strategist

James is the Chief Investment Strategist for Smedley Financial's actively managed and quantitative investment portfolios and heads the Smedley Financial investment committee. James focuses on ...
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Doomed For Recession?
Spiking the Punch Bowl
Federal Reserve Is Expecting Winter In July
This Is What We Recommend In an Old Bull Market
Bull Market Turns 10!
Climbing a Wall of Worry
From Investing FOMO to FEAR
Diversifying Your Investments May Lead To Better Outcomes
Lessons of the Great Recession
Trade Helps Make America Great
Why We Are Watching Oil In 2018
Will Good be Good Enough?
2018: FOMO In the Stock Market
2017: Record Breaking Year
How Financially Disastrous Are Natural Disasters?
Finding a Way to Boost Economic Growth
Confidence is up, but will it lift the economy higher?
Gambling – with Your Retirement?
Trumponomy: Make the Economy Great Again?
2017 Predictions
2016 Review
Election Impact
The Promise of Prosperity
Stocks Predict Elections
Subzero Rates Freeze Growth and Hold Back Your Portfolio
BREXIT Surprise: What Investors Hate More Than Uncertainty
Election Year Update on Markets
When Will Stocks Go Higher?
Investing in 2016 The Fed and Election Years
Stocks Finish Their Worst Year Since 2008
Is the Dollar in Danger?
Surviving A Bear Attack
Crisis Overseas Taking Investors on Wild Ride
Rising Rates Will Impact: Your Income Your Spending Your Investments
NASDAQ Come Back Why 2015 looks stronger than 2000
5 Predictions for 2015
What Happened in 2014?
Need Help Allocating Your 401(k)?
The Virtuous Cycle of Rising Prices
3 Reasons to Run with the Bulls
3 Myths of the Market
Escape Velocity: What Will Fuel Our Economic Breakout?
Powerful Performance
Shutdown Showdown Can't Sink Stocks
The Federal Reserve Will Soon End its Easy Money Stimulus
"The Most Powerful Force in the Universe"
Lessons of the Bitcoin
Patience is a Rewarding Virtue
Elections Over. Fiscal Cliff in Focus.
Celebrating 100 Years of Taxes!

Shane P. Thomas

IT Specialist and Institutional Advisor Relations

Shane serves as IT Specialist for Smedley Financial Services, coordinating all of the internal electronic and information systems. His information systems background makes him uniquely...
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Mikal B. Aune, CFP®

Vice President of Wealth Management

Mikal works directly with Smedley Financial's clients providing wealth management strategies.

Mikal joined Smedley Financial in 2006 and is our ...
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Leah Nelson

Private Wealth Consultant

Leah joined Smedley Financial in 2018. She graduated from Utah Valley University with a bachelor's degree in Personal Financial Planning. She is passionate about helping others and ...
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Jordan Hadfield, BFATM

Private Wealth Consultant

Jordan joined the Smedley Financial team in 2018. He graduated from Utah Valley University with a bachelor's degree in Personal Financial Planning and is ...
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Lynette Watts

Client Service Specialist

Lynette joined Smedley Financial over 10 years ago. Her outgoing personality and willingness to serve our clients makes her a valuable asset to our ...
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Nashaela Lyons

Client Service Specialist

Nashaela joined Smedley Financial in 2013. Her enthusiastic personality is evident in all that she does. Her responsiveness to client needs and attention to
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