Smith Bruer

Elizabeth Bruer is a financial advisor at Smith Bruer with three years of industry experience. She holds a Series 65 license and previously worked as a home educator for 15 years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients engaged in its portfolio management services.

Joseph Sunday is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Smith Bruer and previously held roles at Tim Smith & Associates and Wilbanks Securities. In addition to his advisory work, he is licensed as an independent insurance agent, selling fixed and health insurance products. Smith Bruer serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients using its portfolio management services.

Steven Hiraga is a CFP® professional with 12 years of experience, currently serving as an advisor at Smith Bruer in Tallahassee, FL. He has been with Smith Bruer since 2012. Outside of his advisory role, he is a member of TRAM VENTURES LLC, which raises capital to support pharmaceutical drug development at Florida State University. Smith Bruer offers portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, as well as employee benefit plans. The firm emphasizes mutual funds, ETFs, and modern portfolio theory, providing customized investment solutions and ongoing portfolio monitoring.

Canyon Gray is a financial advisor at Smith Bruer in Tallahassee, FL, holding a Series 65 license with one year of industry experience. Prior to joining Smith Bruer, he worked at Synovus Bank and TMBC, LLC, and was a full-time student for eight years. Smith Bruer is a team-based firm providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning for individuals and employee benefit plans. The firm emphasizes mutual funds and ETFs within a modern portfolio theory framework and tailors strategies for both retail clients and plan sponsors.

George Smith is a financial advisor at Smith Bruer with 23 years of industry experience and holds the Series 66 designation. He has been with Smith Bruer since 2015. Outside of his advisory role, he serves as a board member for Young Life, a Christian ministry focused on high school students. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning to individuals, including high-net-worth clients, and employee benefit plans. The firm emphasizes mutual funds and exchange-traded funds based on modern portfolio theory and uses customized allocations and model strategies.

Rene Bruer is a CFP® professional with 19 years of industry experience, currently serving with Smith Bruer in Tallahassee, FL. He has been with Smith Bruer Advisors since 2015. In addition to his advisory role, he teaches undergraduate courses as adjunct faculty at Flagler College. Smith Bruer provides discretionary and non-discretionary portfolio management, pension consulting, and financial planning services to individuals, including high-net-worth clients, and employee benefit plans. The firm employs a strategy focused on mutual funds and ETFs, incorporating modern portfolio theory and customized allocations for its clients.