Jason Smith is a CFP® with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at Buckingham Strategic Wealth, LLC, Hausman Advisors, LLC, and Kms Financial Services, Inc. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture approach that blends active and passive strategies, third-party managers, and private funds.

Karen Smith is a CFP® with 15 years of industry experience. She is currently affiliated with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and Hausman Advisors LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with third-party managers and private funds.