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Our Team

At Smallwood Wealth Management, we create personalized wealth strategies that align with your goals. Through thoughtful planning and ongoing guidance, we help secure and grow your financial future.

John L. Smallwood, CFP®

Senior Wealth Advisor

John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. He is a CERTIFIED FINANCIAL PLANNER™ professional and provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide a process of repositioning assets to help decrease risk, decrease taxation, and increase protection.

Our Team

We want to help guide you every step of the way towards financial freedom.

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Robert Marks, CFP®

Wealth Advisor

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Christine Flynn

Client Relations Coordinator – Investments

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Ariana Lunderman

Client Service Representative – Insurance

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Christina Nieves

Client Service Representative – Annuities

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James Tovey

Client Service Representative

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John L. ‘Jack’ Smallwood, Jr.

Business Operations & Strategy

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Michelle Hunter

Executive Assistant to John Smallwood
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Marissa Rudolph

Operations & Client Relations

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