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 ...
Read the Full Bio >

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 ...
Read the Full Bio >

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 ...
Read the Full Bio >

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...
Read the Full Bio >

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 ...
Read the Full Bio >

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 ...
Read the Full Bio >

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
Read the Full Bio >

+ Next: Learn about Our Commitment to You