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Meet our team
Anders Smith, Vice President, Managing Director, National Sales Consulting, Central Region, CFP©, CIMA©, CPWA®, RMA®
Smith is responsible for setting the strategy and vision for the team. With more than 30 years in the nancial services industry, he can share proven retirement-income, advanced sales, and practice management strategies to help build a successful and pro table business. He is a nationally known speaker at industry events.
Sandy McGuire, VP, Marketing Director, MBA
McGuire is responsible for researching, developing, and designing content and the overall marketing initiatives and communications for the team. She has more than 25 years of experience in nancial services in sales, national account management, and marketing for well-known asset managers.
4 National Sales Consulting
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.