Casey Smith, President of Wiser Wealth Management, founded the firm in 2001 after recognizing the need for a more client-focused approach to financial planning. Early in his career, Casey worked at a traditional brokerage firm, where he became increasingly dissatisfied with the commission-driven culture and lack of objective advice. Fueled by a passion for aviation, he went on to pursue a career as a commercial airline pilot. Yet his desire to help others make smarter financial decisions never faded. Ultimately, Casey felt called to return to the financial services industry. In June 2001, he launched Wiser Wealth Management, Inc. as a fee-only firm dedicated to fiduciary responsibility and always putting clients first.

Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, joined Wiser Wealth Management in 2024. Shawna comes to the firm with 29 years of financial industry experience and over 23 years of working for several large, independent RIA firms. She has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser Wealth Management involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.