Who's Who at Marmaras & Smith, LLC
Who's Who at Marmaras & Smith, LLC.  Peter B. Marmaras, ChFC, CFP®
A co-founding principal of Marmaras & Smith, LLC,* Peter is a registered representative of Walnut Street Securities, Inc.(WSS)**, a broker-dealer member FINRA, SIPC, and an Investment Advisory Representative of PFG Financial Advisors, Inc., based in State College, Pa. Peter is also a member of The Financial Planning Association (FPA). Peter focuses on providing people with financial information, education, and options. He shares in a long family tradition of commitment to work ethics and believes service excellence is a key to success. Peter earned a B.S. degree in economics and finance at Fairleigh Dickinson University where he graduated Magna Cum Laude in 1982. Peter is a Certified Financial Planner™ professional, earning his certifaction in 1990; in 1995 he earned the Chartered Financial Consultant (CHFC) designation from the American College in Bryn Mawr, Pennsylvania. Peter is often quoted in financial publications and has prepared articles on all aspects of financial planning for local newspapers. He was a co-host of the weekly radio program, Managing Your Money (1995-1997) and has contributed to several publications, including The Road to Smart Investment Planning and The Road to Successful Retirement. Peter also spoke for board meetings with the American Guaranty & Trust Company, Wilmington, Del, and the Sentinel Family of Mutual Funds, Boston, Mass. He is included in "Who's Who in Finance and Industry." Peter chairs the Finance Committee at Wesley United Methodist Church in Bethlehem, Pa., and serves on the Board of Trustees for the National Canal Museum and Hugh Moore Park in Easton, Pa. An outdoorsman, fly fisherman, and published poet, Peter takes a keen interest in people, community, and history. He resides with his wife and three children in an 18th-century farm house in Plainfield Township, Pa.  Christopher D. Smith
Chris is a co-founding principal of Marmaras & Smith, LLC,* who focuses on developing detailed financial plans for corporate executives and business owners. In working with clients, he seeks to educate, inform, explain options and strategies, costs and benefits. At Marmaras & Smith, LLC, Chris directs the investment review process and heads fund and securities research. He regularly reviews the asset allocation policies for the organization. Chris is a registered representative of Walnut Street Securities, Inc.(WSS)** Like Peter, Chris comes from a family with a tradition of both hard work and strong ethics. He began his career at Dean Witter Reynolds in 1983 as a fixed income trader. In 1984 he joined E.F. Hutton & Co., where he was manager of the Personal Financial Planning Department. In 1987, Chris began building his practice as an independent financial planning practitioner. He is a member of the Financial Planning Association (FPA). Chris created Going for the Gold and has contributed to The Road to Smart Investment Planning and The Road to Successful Retirement, retirement workshops designed with interactive modules that educate and inform participants regarding retirement planning. Chris is a dedicated alumnus of Rutgers University, where he earned a B.A. degree in Economics and Finance in 1983. He is an ardent supporter of the Rutgers athletic department. Chris's enthusiasm for sports extends into his community where he coaches youth athletic teams in both baseball and basketball. Chris enjoys spending time at home in Warren, N.J., with his wife, Pam, and their three children. * Marmaras and Smith, LLC, is a financial planning and wealth management services firm located in Bethlehem, Pa., and in Bedminster, N.J. Marmaras & Smith, LLC, is a Registered Investment Advisor that maintains a diversified practice and engages in fee -based investment advisory services. **Marmaras and Smith, LLC, and PFG Financial Advisors are not affiliates of WSS. 
Terry Brady-Hind, Chief of staff
As the firm's Office Manager and Executive Assistant, Terry has developed strong relationships with many of our clients. She runs the office efficiently and has a positive attitude that reflects her professionalism across the business community. In addition to managing the office, Terry helps manage not only the accounting and benefit programs at Marmaras & Smith, LLC, but she also helps manage, service, and process transactions in client’s accounts. In addition,Terry oversees compliance and record keeping. Terry has her Series 11 license and a BS from Albright University in Business Administration and Management. She lives with her husband, Gary, and her three children in Bethlehem, Pa. Dedicated to an active lifestyle of biking and other exercises, Terry also enjoys cooking and traveling with her husband.
Wade Fisher, Client and technology support services
Wade holds a B.A. in Telecommunications from Kutztown University, Kutztown PA. As our Client Service Representative, Wade assists individual clients in processing insurance applications, checks and disbursements, and routine service requests. Wade possesses excellent computer skills and manages the firm's client database and information and technology systems. He also provides technological support to Mike Assad, the company's senior portfolio and planning analyst. Wade's expertise ensures that Marmaras & Smith, LLC, has the IT tools necessary to service clients in the most efficient manner possible. Judy Nordell, Support services Judy provides clerical support, assists with paperwork, applications, and record keeping. Actively involved in preparing the annual reviews we complete for our clients, she also contributes to multiple client service and support functions. Judy enjoys photography and lives with her husband in Pennsylvania. Her married son lives in Canada, and her step-daughter and husband live in Pennsylvania. Mike Assad, Senior portfolio and planning analyst Mike holds a B.A. degree from the University of Pittsburgh, Bradford, Pa. He began his career in the Health Care Industry with Crothall Services Group, Inc., Mike began working in the financial services industry with Ameriprise Financial, Inc., in August 2003. Just one year later, he won the President's Recognition Award for Financial Planning and has three years experience in financial planning and portfolio management for Ameriprise clientele. Mike's role at Marmaras & Smith, LLC, is to provide investment analysis of securities, stocks, bonds, mutual funds, separate accounts, ETFs and UITs. He reviews, tests and rebalances portfolios to the predetermined asset allocation standard, and is knowledgeable in our investment strategies, tax planning and wealth management practices and services. An avid sports fan, Mike enjoys going to baseball games. In addition, he loves to travel and has been to many different countries. Mike lives with his wife, Sue, and their son in Freeland, Pa. Mike is also a Registered Representative of, and offers securities through Walnut Street Securities, Inc.(WSS)(member FINRASIPC). Both PFG Financial Advisors and Marmaras & Smith, LLC are not affiliated wtih WSS.
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