Advisors
Bruce E. Porter, WMS – Principal
Bruce@SMBFinancialServices.com
Tim L. Porter, CFP® – Principal
James W. Flad, CPA
Rian J. Flad
Thomas E. Peekema, CFA, CFP®
Jeremiah D. Forrister
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.