Smith Bruer

Elizabeth Bruer is a financial advisor at Smith Bruer with three years of industry experience. She holds a Series 65 license and previously worked as a home educator for 15 years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients engaged in its portfolio management services.

Joseph Sunday is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Smith Bruer and previously held roles at Tim Smith & Associates and Wilbanks Securities. In addition to his advisory work, he is licensed as an independent insurance agent, selling fixed and health insurance products. Smith Bruer serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients using its portfolio management services.

Steven Hiraga is a CFP® with 11 years of experience in the financial industry. He has been with Smith Bruer since 2015 and previously worked at Partnervest Advisory Services, LLC. Outside of his advisory role, he is a member of TRAM Ventures LLC, which raises capital to support pharmaceutical drug development at Florida State University. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management along with pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, primarily recommending mutual funds and ETFs, and provides complimentary financial planning to clients who engage its portfolio management services.

Canyon Gray is a financial advisor at Smith Bruer in Tallahassee, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Smith Bruer, he worked at Synovus Bank and TMBC, LLC and was a full-time student for eight years. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management alongside pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, using strategies that include model portfolios and Modern Portfolio Theory, primarily recommending mutual funds and ETFs.

George Smith is a financial advisor with Smith Bruer in Tallahassee, FL, holding a Series 66 credential and 23 years of industry experience. He has worked at Smith Bruer since 2015 and previously spent a year at Partnervest Advisory Services, LLC. Smith serves on the board of YoungLife, a Christian ministry focused on high school students. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside pension consulting. The firm provides customized portfolios based on client objectives and risk tolerance, employing strategies that include model portfolios, Modern Portfolio Theory, and the use of mutual funds and ETFs.

Rene Bruer is a CFP® with 18 years of industry experience, currently serving as an advisor at Smith Bruer in Tallahassee, FL. He has been with Smith Bruer Advisors since 2015 and previously worked at Partnervest Advisory Services, LLC. Bruer also teaches undergraduate students as an adjunct faculty member at Flagler College. Smith Bruer serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management along with pension consulting, offering customized portfolios that incorporate model portfolios, Modern Portfolio Theory, and both long- and short-term purchase strategies.