Chuck Smith
Principal


W: 866-545-8390

M: 480-332-1230

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Steve Schulte
Principal

 

W: 928-726-9536

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D. Page Misenhimer, Jr.
Principal

 

W: 928-314-1488

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Lawrence Deason
Principal

 

W: 928-786-4466


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Aaron Dewey
Paraplanner

 

W: 866-545-8390

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Denisse Lopez
Administrative Assistant

to Steve Schulte &

Page Misenhimer

 

W: 928-726-9536

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Nancy Geraldo
Administrative Assistant

to Larry Deason

 

W: 928-783-4466

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Chuck Smith

 

Chuck Smith is the President and CEO of Wealthcare Financial.

 

Mr. Smith manages Wealthcare Financial as well as his own Financial Planning firm, Academy Advisors (located in the Phoenix area). He started Academy Advisors in 1999 after a ten-year career in corporate finance and management consulting. Formerly, he was the Managing Director of The MONY Group's Arizona and New Mexico offices. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), holds a B.A. from Brigham Young University, and an M.B.A. from the University of Rochester. He brings a diversified finance background to his individual and business clients needing financial services. He has qualified twelve consecutive years for the Million Dollar Round Table.

 

Mr. Smith is a member of the Gilbert & Mesa Chambers of Commerce. He leads a church youth group, coaches youth baseball and soccer, has been a Scoutmaster with the Boy Scouts of America, and is active in the Gilbert and Mesa communities. He has served on the Executive Committee for the Mesa Community College Commission on Excellence in Education. He lives in Gilbert, Arizona with his wife and four children.