Addison Lauren
Executive Administrator
Addison Lauren serves as Executive Administrator of Smarte Valoren Capital Group, where she plays an integral role in supporting the firm’s client experience and operational excellence. In this capacity, she manages client...
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Dave Paulukaitis
Managing Director of Mainstay Capital Markets Consultants, Inc
Dave Paulikitis serves as Managing Director of Mainstay Capital Markets Consultants, a strategic partner to Valoren Smarte Wealth Advisers in the areas of regulatory compliance and supervisory oversight. Over a distinguished career...
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Geoff Smarte
Managing Director & Chief Investment Officer
Geoffrey J. Smarte serves as the Managing Director and Chief Investment Officer of Valoren Smarte Wealth Advisers, and is Executive Chairman of Smarte Valoren Capital Group and Co-Chair of the Smarte Valoren Investment Partners, LP....
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Jeremy Vaughn, CPA, CFP®
Managing Director - Tax Advisory & Operations
Jeremy Vaughn serves as Managing Director of Valoren Smarte Wealth Advisers and is a member of the Executive Board of Smarte Valoren Capital Group. In this capacity, he is deeply engaged in advising clients on complex financial, tax,...
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Jesse Parsons, CFA
Senior Portfolio Manager
Jesse Parsons serves as Senior Portfolio Manager at Valoren Smarte Wealth Advisers and is a member of the Investment Policy Committee of Smarte Valoren Capital Group. In this capacity, she plays a central role in portfolio construction...
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Siegfreid Lauren
Managing Director - Financial Planning & Risk Management
Siegfreid Lauren serves as Managing Director of Valoren Smarte Wealth Advisers, is President of Smarte Valoren Capital Group, and Co-Chair of Smarte Valoren Investment Partners, LP. With more than two decades of experience in financial...
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Thomas C. Prescott, Jr
Managing Member of Advisory Services Network, LLC
Thomas C. Prescott, Jr. serves as Managing Member of Advisory Services Network, LLC, a strategic RIA partner providing operational, regulatory, and legal infrastructure to Valoren Smarte Wealth Advisers. With more than 38 years of...
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