H.B. Smith, CIMA®
Managing Director, Financial Advisor
With over 30 years of experience, H.B. advises clients in all areas of their financial endeavors, and is recognized in the industry as one the leaders in his field. H.B. has been honored as a "Five Star” Wealth Manager" by CHARLOTTE MAGAZINE.
H.B. believes that his clients are best served by providing them comprehensive guidance through a Wealth Management approach. (Click here to see our video - What is Wealth Management? )
H.B. is a graduate of the U.S. Naval Academy, and received his MBA from Virginia Tech. As a former Submarine Officer and Nuclear Engineer in the U.S. Navy, H.B. was entrusted with the supervision and control of some of the most advanced technology ever designed. H.B. also earned his certification as a Certified Investment Management Analyst (CIMA) from the Wharton Business School.
H.B. works with people who want to live their lives to the fullest as they grow, manage, and preserve their wealth. His clients include executives, business owners and retirees who entrust their investment and financial affairs to a top-quality, committed professional.
Associate Financial Advisor
Daniel has spent the last 20 years in wealth management; coaching clients and helping them achieve their financial goals. He believes in higher standards for wealth management – integrating behavioral finance and visualization to improve financial outcomes.
Daniel cares deeply about his clients - their families, their businesses and their personal success. The relationships Daniel has cultivated over the years is evidence of his commitment. He vacations with clients, hosts them for dinner and even knows their pets’ names.
The type of client Daniel serves has a busy schedule and doesn’t have the time or desire to manage their own investments. Rather than be burdened with watching the markets, Daniel’s clients spend more time with family and enjoy personal hobbies or passions.
Daniel is a native of Charlotte and graduated from the University of North Carolina at Charlotte. He enjoys mountain biking, fly fishing and automotive racing. He and his wife Katie were married in St. Lucia and reside in Matthews, NC.
Stacey Treanor, CFP®, ChFC®
Senior Client Specialist
Stacey shares our belief that each family’s situation is unique and our objective in working together is to help each and every one of our clients fulfill their financial goals. Stacey has over 16 years of experience in the financial services industry, which she utilizes to provide exceptional service to our clients.
Stacey graduated from the University of Toledo with a major in Marketing and a minor in Financial Services. She has obtained the CERTIFIED FINANCIAL PLANNER ™ designation through the CFP Board and the Chartered Financial Consultant ® designation through The American College of Financial Services. She is FINRA Series 7, 63 and 66 licensed and also holds state Insurance and Annuities licenses.
Stacey grew up in Michigan, and has lived in Charlotte since 2002. She and her husband Brendon have three young sons: Colin, Carson and Cameron. She enjoys cooking, exercising, spending time outdoors and attending her sons’ various sporting events.