About Co-Owner

Zachery Smith

Hello, my name is Zachery Smith. I married my high school sweetheart, Michelle, in June of 2023. We have two dogs, Gordie and Sammy. We have both lived in the Saginaw area our whole lives and have no plans of moving. In my free time I spend time with Michelle, Gordie, my family, and my friends. I also enjoy watching Detroit sports and traveling as often as we can.



I knew I wanted to be a financial advisor when I was seventeen after I saw first-hand how impactful a financial advisor can be in a family’s life. Once I graduated from Northwood University in 2020 with my Bachelor’s in business Management, I started working with a firm in Mount Pleasant to start my career as a financial advisor. After gaining experience, I partnered with my father-in-law in May of 2022. Since then, David and I have helped many clients with their financial futures, and we are excited to continue making an impact in our clients lives.

I personally look at this career as what I was called to do. Through my life experiences, I have been able to translate that into a passion to help others in any way I can. My main goal when a client leaves a meeting with me, is to feel as though they gained value or are better off from having that conversation.