Smithbridge Asset Management, Inc.

Cynthia De Sainte Maresville is a financial advisor at Smithbridge Asset Management, Inc. with 30 years of industry experience. She holds the CFP® designation and has previously worked at Quantum Strategies, LLC, MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. In addition to her advisory role, she is an independent insurance agent. Smithbridge Asset Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, endowments, charitable organizations, and institutional clients. The firm employs a disciplined, fundamental-analysis driven investment approach focused on diversified, tax-aware portfolios and manages both individually tailored portfolios and model portfolio programs.

Daniel Morris is a financial advisor at Smithbridge Asset Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously founded and led Morris Capital Advisors, Inc. for 27 years before joining Smithbridge in 2021. Smithbridge Asset Management provides financial planning and discretionary portfolio management for individuals, trusts, retirement plans, endowments, and institutional clients. The firm employs a disciplined, fundamental-analysis driven investment process focused on diversified, tax-aware portfolios combining large-cap U.S. equities, individual bonds, and ETFs.

Shawn Keane is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Smithbridge Asset Management, Inc. since 2016. Prior to joining Smithbridge, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2003 to 2016. Outside of his advisory role, Keane is also licensed as an agent in life and health insurance. Smithbridge Asset Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, endowments, charitable organizations, and institutional clients. The firm employs a disciplined, fundamental-analysis driven investment process focused on diversified, tax-aware portfolios and manages both individually tailored and model portfolios through various platforms.

Jonathan Kolle is a CFA® charterholder with 26 years of industry experience. He is a principal at Smithbridge Asset Management, Inc., where he has worked since 1999. He also serves as an Investment Adviser Representative at Financial Freedom Innovations, Ltd. Smithbridge Asset Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, endowments, and charitable organizations, as well as institutional clients. The firm employs a disciplined, fundamental-analysis driven investment process focused on diversified, tax-aware portfolios that combine large-cap U.S. equities, individual bonds, and ETFs.

Brendan Keane is a financial advisor at Smithbridge Asset Management, Inc. with a Series 65 credential and two years of industry experience. Prior to joining Smithbridge in 2023, he worked at TMNAS Services from 2020 to 2023 and has a background that includes time as a full-time student and work at the YMCA. Smithbridge Asset Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, endowments, and charitable organizations, as well as institutional clients. The firm employs a disciplined, fundamental-analysis driven investment process focused on diversified, tax-aware portfolios and manages both individually tailored and ETF-based strategies.

Timothy Deangelo is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Smithbridge Asset Management, Inc. He has previously worked at Creative Planning, LLC, Daniels + Tansey, LLP, and Wharton Business Group, LLC. Smithbridge Asset Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, retirement plans, endowments, charitable organizations, and institutional clients. The firm employs a disciplined, fundamental-analysis driven investment process focused on diversified, tax-aware portfolios combining large-cap U.S. equities, individual bonds, and ETFs.