Smedley Financial Services Inc

Shane Thomas is a financial advisor at Smedley Financial Services Inc with 21 years of industry experience. He holds a Series 66 designation and has worked at Smedley Financial Services since 2005, with prior experience at Securities America, Inc. Since 2024, he has also been associated with Osaic Wealth, Inc. Smedley Financial Services, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $341.6 million in discretionary assets and emphasizes lifetime-income investment planning through diversified portfolios tailored by time horizon and risk tolerance.

James Derrick is a CFA® charterholder and holds a Series 66 license, with 25 years of experience in the financial industry. He has worked at Smedley Financial Services, Inc. since 2003 and currently serves as Chief Investment Strategist at the firm. Derrick also volunteers with the Church of Jesus Christ of Latter-day Saints, assisting in meeting planning and other community activities. Smedley Financial Services, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $341.6 million in discretionary assets and focuses on lifetime-income investment planning using diversified portfolios tailored by time horizon and risk tolerance.

Roger Smedley is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with Smedley Financial Services Inc and has worked at the firm since 1982, alongside prior roles at Securities America, Inc. and Osaic Wealth, Inc. In addition to advisory work, he is licensed as an insurance agent, offering insurance products as part of financial planning solutions. Smedley Financial Services, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $341.6 million in discretionary assets and focuses on lifetime-income investment planning through diversified portfolios, risk-tolerance assessments, and the use of various investment vehicles including mutual funds, stocks, bonds, ETFs, and variable insurance sub-accounts.

Mikal Aune is a CFP® professional with 19 years of industry experience, currently serving at Smedley Financial Services Inc and Osaic Wealth, INC. He has worked with Smedley Financial Services since 2006 and was affiliated with Securities America, Inc from 2006 to 2024. In addition to his advisory role, he is a licensed insurance agent and also provides notary services. Smedley Financial Services, Inc. offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $341.6 million in discretionary assets and focuses on lifetime-income investment planning using diversified portfolios and risk-tolerance assessments.

Jordan Hadfield is a CFP® and holds a Series 66 license, with seven years of experience in the financial advisory industry. He currently serves as Vice President of Wealth Management at Smedley Financial Services Inc and has worked previously at Securities America, Inc. Outside of his advisory work, Hadfield is also involved in photography as a professional photographer. Smedley Financial Services, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $341.6 million in discretionary assets and focuses on lifetime-income investment planning using diversification, risk tolerance assessments, and model portfolios.

Parker Thompson is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His prior experience includes roles at OSAIC and Securities America, Inc., as well as a background in software and education sectors. Outside of financial advising, he has experience managing rental property through his own business. Smedley Financial Services, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a lifetime-income investment planning approach, utilizing diversification, risk-tolerance assessment, and various investment vehicles to construct portfolios, while managing approximately $341.6 million in discretionary assets.