Martin A. Smith, CRPC, AIFA, is the Founder and President of Wealthcare Financial Group, Inc. with over 20 years of experience in retirement planning, investment management, and fiduciary consulting. Wealthcare Financial provides comprehensive financial planning. Guided by the principle that wisdom surpasses wealth, Martin is a respected personal finance blogger and media personality, appearing on News Channel 8, NBC Universal, WTOP Radio, and CBS Radio. He holds a Master's degree in Commercial Real Estate Finance from Georgetown University and several certifications, including AIF, AIFA, RPS, and CRPC. Martin has also educated for the NBA Development League and the California National Guard. A Howard University graduate, he began his career at A.G. Edwards & Sons, Inc. Now, he mentors future financial advisors in Washington, DC, and Atlanta. Married for nearly 26 years to Walida T. Smith and a father of seven, Martin is dedicated to his profession and community, leaving a legacy of wisdom and integrity. and prosperity.
David D. Collins is a financial professional with a strong educational background and over two decades of client service experience. An alum of Grambling State University, he completed his Certified Financial Planner (CFP) coursework at Louisiana State University and earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. As a Financial Advisor and licensed Life Insurance Agent, David is dedicated to community engagement, volunteering on committees focused on Economic Empowerment and Financial Literacy. He excels in providing financial education on topics such as debt management, investments, insurance, retirement planning, and estate planning. Known for his ability to simplify complex financial concepts and his commitment to serving clients from diverse backgrounds, David aims to provide sound, impartial financial advice to help clients achieve prosperity.
John ("Jack") C. Rogers, originally from Fairbanks, Alaska, has risen to prominence in the financial sector, now based in New York City. He specializes in creating personalized financial and investment strategies for pre-retirees, retirees, business owners, and high earners. Jack's career spans various financial institutions, including Prudential Financial, Waddell & Reed, AIG, and UBS. He believes in tailored financial advice and emphasizes a client-centric philosophy at Alpha UMi Financial, focusing on trust, integrity, and transparency. Jack holds a CFA designation, an Executive Master of Science in Financial Statement Analysis and Securities Valuation from Baruch College, and a Bachelor of Science in Business Administration with a focus on Finance from California State University, Fresno. He utilizes his extensive experience and education to craft sophisticated financial strategies tailored to each client's needs.
Sean is a seasoned banking professional with over 35 years of experience in commercial banking, specializing in consumer and small business lending. He holds a Bachelor of Business Administration Degree in Finance from Howard University, earned in 1987. Throughout his career, Sean has been a dedicated advocate for financial education within social and faith-based organizations in the metro DC area. He actively promotes financial literacy by teaching and collaborating with various non-profit organizations. Currently serving as the small business coach and T/A advisor for Baltimore Community Lending, Sean remains committed to empowering individuals and communities through financial education. Recognizing the transformative power of financial literacy, Sean is passionate about helping individuals and families move from poverty to prosperity. He believes in fostering financial dignity by equipping individuals with the knowledge to manage money, credit, debt, and risk effectively. Sean's approach focuses on educating clients, assisting them in overcoming financial challenges, and guiding them towards achieving their financial goals. To better serve a diverse clientele, Sean holds several designations and certifications, including Investment Adviser Representative (Series 65), AFCPE® Accredited Financial Counselor, and Credit Union National Association (CCUFC). Beyond his professional endeavors, Sean and his wife Lori, married for 34 years, have developed seminars to help couples establish healthy financial stewardship and wealth creation practices. Sean is also an active board member of the Prince George’s Tennis & Education Foundation (PGTEF) and Emmanuel Temple Church, reflecting his commitment to community engagement. With a dedication to financial empowerment and community development, Sean exemplifies the values of education, advocacy, and service in his professional and personal pursuits.
WEALTHCARE FINANCIAL GROUP, INC.
