Carlton Smith, a Massachusetts native, founded the business shortly after moving to the tropical paradise of SW Florida. When it came to business, his love for preparing taxes was only exceeded by his love for helping people. It was a perfect combination appreciated by his clients who referred him constantly. His wife Doris soon joined him to help manage the office. Doris had received her degree in physical education and brought the energy and passion for health and nutrition into the mix. Not long after that their son Brad moved from California with his wife Kristy to join the business. It was a dream for father and son to build a business together. Brad added financial planning, investment portfolios, and insurance products to the growing financial services business. But it wasn't all business. Carlton started participating in triathlons at the age of 60 and Brad joined him as well. Doris worked part time at a wellness center and Kristy got her exercise walking the dog and chasing their young son Caleb around. The family also shared a love for God they each acquired through personal salvation by grace, through faith in Jesus. This shared adoption into the family of God, above all other shared experiences, drove them to love and embrace their clients like extended family. Although life has taken them in different directions, Carlton all the way to heaven, the spirit and passion that started the business still exists today for the select few they serve.
