WHO WE ARE
Since 1984, IEM has put our clients first. It’s our mission to make you feel confident, taken care of, and free while maintaining the utmost integrity in our work for you.
We believe in taking complex concepts, goals, and issues and simplifying them for you. We use our 40 years of experience, combined with the tools and technology of today, to help you reach your goals and preserve your wealth.
We are independent advisors, which means that we always put you and your family first. We believe this is how we have developed so many long-term relationships and celebrate new introductions to the people you care about most.
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Ted Smith
Founder & Chairman | PWM
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Cammy Smith
CEO & President
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Danica Goshert
Senior Vice President | PWM
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Dan LaNasa
Associate Vice President | PWM
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Charles Stewart
Associate Vice President | PWM
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Megan Kiel
Vice President of Operations
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Talia Pauletti
Chief of Staff
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John Challas
Strategic Planning Consultant
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Jennifer Delaney
Director of Client Services
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Ebenezer Mengistu
Manager of Client Strategy
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Marcus Schaller
Manager of Financial Planning Services
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Tim Smith
Business Development & Marketing Manager
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Renee Fares
Senior Client Services Analyst
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Adam Solum
Client Services Analyst
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Anita Lerner
Client Administrator
