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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.
4 National Sales Consulting
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Jeng Chiu, Director, Eastern Region, JD, CFP®
Chiu has worked with  nancial professionals, CPAs, and other tax and legal advisors for more than 20 years, leading hundreds of client seminars, continuing education courses, and breakout sessions at regional and national conferences.


































































































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