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Since our start in 1992, we have established an impressive track record of extraordinary planning ideas for our clients as well as a sterling national repuation.
As the Founder of SmartWealth,® Randy has earned his reputation as a highly successful financial advisor. In fact, he is often referred to as "the expert's expert," as he provides advice and counsel to other planning professionals. Randy is a Chartered Life Underwriter,® Chartered Financial Consultant,® and Certified Financial Planner™ as well as holding a Bachelor's degree in Engineering and a Juris Doctor (law) degree.
While no longer actively practicing law, Randy remains a member of the Florida Bar and its Real Property, Probate & Trust Law and Tax Law sections. He has served as an officer and board member of the Central Florida Estate Planning Council. Randy is also a member of the Society of Financial Service Professionals, and the National Association of Insurance & Financial Advisors.
Randy is known throughout the industry for his innovative approach to financial solutions. Foremost among the tools and techniques he has originated are the Financial Thinking System™ and Protection Sensitive Planning™.
As a CFP® (Certified Financial Planner™) with fourteen years of experience in the Financial Services Business, Judith Hall is exceptionally qualified to inspire people to define and achieve their financial goals. Judith is a member of the National Association of Insurance and Financial Advisors, The Financial Planning Association, the Central Florida Estate Planning Council and the Society of Certified Senior Advisors. She has a Bachelor’s degree in English and a Master’s degree in Counseling. With an extensive business background including sales, training, management and exemplary people skills, her approach is consultative and comprehensive.
Judith believes that the planning process is not about being perfect, but about taking steps in the right direction and at the right time. Her first objective is to clearly understand her client’s values and to help them identify personal and financial goals based on those values. Once she understands their vision for the future, she will assist them in optimizing their results in the areas of Risk Management and Wealth Accumulation. By listening and educating, she helps her clients understand their choices to achieve greater clarity.
A native of Florida, Jason Greene attained his undergraduate education from the University of Florida (B.A. Sociology 1995). Jason then went on to business school to earn his MBA (Finance Concentration) from the University of Central Florida. In addition to his graduate studies in Business and Finance, he taught several undergraduate finance lab classes.
Jason’s financial career began in the banking industry immediately after graduating with his MBA. He continued in banking and Private Wealth Management for seven years before joining the SmartWealth team.
Jason takes pride in the relationships he builds with his clients who know their best interest is his top priority. He thrives on educating his clients while tackling their most pressing issues. He also cares a great deal about the community in which we live and work which is why Jason has served on the campaign cabinet for the local United Way outfit, helping many in our community. Jason has also served as a mentor to a high school student as well as a volunteer Junior Achievement teacher at a local middle school.