Perry holds a Bachelors degree from Auburn University in Biochemistry and a Masters in Human Resource Management from Troy University. In addition, Perry is a Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®). The CLU® designation is awarded to those advisors that have proven themselves to be experts in the insurance industry and the ChFC® designation is a post-graduate designation covering a wide range of financial planning topics, such as income taxation, retirement planning, investments and estate planning. In 2016, Perry celebrated his 40th anniversary working in the financial services industry.

When he’s not working with clients, Perry serves the National Guard. Holding the rank of Major General, in 2011, Perry was appointed to be The Adjutant General (TAG) of the Alabama Army and Air National Guards.

Perry lives in Opelika with his wife Ann. They have two children and seven grandchildren. Perry and Ann attend Trinity United Methodist Church in Opelika. In his spare time, Perry loves to fish and spend time at his cabin on Lake Martin with friends and family.

Co-founder Nathan Kastner joined Smith-Kastner Wealth after graduating from Auburn University in December 2004. He holds Bachelors degrees in both Business Administration and Economics. After graduating, Nathan enrolled in the Certified Financial Planning™ program at the University of Georgia. In 2009, he was awarded the CFP® designation after completing the 2-day, 10-hour examination in the fields of financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. The CFP® designation is the most widely recognized designation in the financial industry.

Nathan is a native of Opelika, where his parents (David & Kathie) still live. He now lives with his wife, Brooke, in Auburn. They have one son, John David, and attend First United Methodist Church of Opelika, the church in which Nathan attended as a child. When not working, Nathan enjoys hunting, saltwater fishing and lounging on the beach with his family.

Lynn joined Smith-Kastner as a Financial Advisor following his “retirement” from the banking industry in 2017. He had most recently served as the Chief Financial Officer of a community bank based in Peachtree City, Georgia and retired following its acquisition by a major Atlanta based organization. Prior to entering the banking industry, Lynn operated his own company that provided financial services to small business owners. Services included business, retirement, estate and tax planning, tax preparation, lender relations, investments and insurance products. He holds a BBA and MBA from the University of West Georgia; a Master of Strategic Studies from the U.S. Army War College and completed the Graduate School of Banking at Louisiana State University. Lynn recently completed the course studies, passed the examination, completed the requisite experience requirements to be awarded the Certified Financial Planner® designation.

During his entire career, Lynn served as a traditional National Guardsman and recently retired after 45 years of service with the rank of Major General. He enjoys his leisure time away from the office in the yard, at the lake or working on his classic Thunderbirds. Lynn is a member of the Rotary Club of Peachtree City.

Lynn lives in Peachtree City / Fayetteville, Georgia with his wife Sheila. They have four children and three grandchildren. Lynn and Sheila attend the First Baptist Church of Fairburn.

Nathan Mitchell joined Smith-Kastner Wealth Management after graduating Cum Laude from the University of Montevallo in May of 2018. He holds a Bachelor of Business Administration in Finance. During his time at the University of Montevallo, Nathan was a pitcher for the baseball team where he was named to the Peach Belt All-Academic Team his Junior year. During his Senior year, he helped lead the team to a second-place conference finish and the first NCAA regional appearance in over 10 years.

Nathan interned at Smith-Kastner Wealth Management during the summer of 2017 where he began his wealth management studies. He is currently a fully licensed investment advisor representative holding his Series 7 and Series 66. He also holds a state Life and Health Insurance license. Nathan is now pursing his Certified Financial Planner™ designation.

Nathan lives in Auburn, but grew up in Alexander City on Lake Martin, where his parents (Ben & Paula) still live. In his free time, he enjoys fishing, hunting, golfing, and working on his family land in Jacksons Gap.

Robert is an attorney practicing in the areas of estate planning, probate and choice of business entities.

Originally a graduate of Louisiana State University, Robert earned a Ph.D. in Forestry from Virginia Tech in 1980 and taught at Auburn University in the School of Forestry and Wildlife Sciences for 36 years. More recently, he has instructed in the disciplines of estate planning, property law, choice of business entity, timber tax and agricultural law.

Not satisfied with his already extensive education, in 1997 Robert earned a Juris Doctor from the Thomas Goode Jones School of Law at Faulkner University. He then went on to the University of Alabama, receiving a Masters of Law in Taxation (LL.M) in 2005.

Even after retiring from teaching, Robert still works with the Auburn University Cooperative Extension Service, regularly traveling all over the State of Alabama offering free estate planning seminars to farmers and land owners.

Robert and his wife, Cindy, live in Auburn with their two dogs, whom they regard as children. Robert remains active by rowing and cycling.

Office: 617-217-2591
Email: marcel@tqmwealthadvisory.com

Marcel has 20 years of experience in the financial services industry, with a core competency in advising people and families of wealth in all aspects of their financial and legacy planning needs. She has much experience working with company owners and executives with multiple type of investments, from businesses to real estate, often with unique and sophisticated wealth portfolios, complicated cash flow situations, and multiple trusts and life insurance policies. The key to her success has been helping her clients deal with family dynamics around first-generation and multi-generation wealth.

Throughout her career, Marcel has developed a strong understanding of Company Owners and C-Suite Executives as high-income earners and wealth creators. She understands the value of the business or multiple businesses and/or their concentrated positions can create the need for the individual and their family to live with or adapt to the complexities of being or becoming wealthy.

Her advisory experience and concierge-service approach for helping clients with multiple demands of their time and resources is why Marcel has built a multi-disciplined team to provide financial planning, wealth management, business succession, wealth transfer and legacy solutions that cover each client’s needs in a tailored fashion.

Michael McClary is the Chief Investment Officer of ValMark Advisers, Inc. and ValMark Financial Group, LLC. His primary responsibility is coordinating all investment management solutions for ValMark Advisers and ValMark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios and ValMark ACCESS™ and ACCESS™ Plus solutions. Mr. McClary was named by EFTReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014. He is nationally recognized as one of the first three memebrs of the IMN/Research Magazine “ETF Advisors Hall of Fame” in 2007 and is regularly published on ETF.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor, and Research Magazine, to name a few, on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association. Mr. McClary holds FINRA series 7, 24 and 66 securities registrations, is a Member of the Cleveland Society of Chartered Financial Analysts®, and is a Registered Investment Advisor. He earned an MBA in Financial Management and a BBA in Finance in Financial Services, Magna Cum Laude, both from the University of Akron.

Chris Finefrock is the Vice President of Financial Planning for our partner, ValMark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™.

Chris Bottaro is the Vice President of Insurance Services for our partner, ValMark Financial Group. He is responsible for the vision, strategy and execution of life insurance underwriting and new business initiatives. Formerly, Mr. Bottaro was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA Series 6 and 26 securities registrations.

Mark Armstrong is the Vice President of Insurance Marketing for our partner, ValMark Financial Group. He has more than 25 years of financial services management experience, including 20 years as an executive-level consultant, specializing in product analysis and development and advanced case design. Mr. Armstrong is also a published author and lecturer who has been featured in publications and at venues including the Journal of Practical Estate Planning; Best’s Review; Journal of Financial Services Professionals; Million Dollar Round Table International Convention; and the Palm Beach Estate Planning Forum. He earned both a BA and an M.A. in Economics from the University of Akron and his designations and professional affiliations include Chartered Life Underwriter® and Charter Financial Consultant® (American College); Fellow with Distinction (Life management Institute); FINRA Series 7, 24, 63 securities registrations; and Life, Health, Variable Life Insurance and Annuity licenses.