His 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 firms' investment strategies as well as in tax planning and wealth management practices and services. He has chief responsibility for planning and consolidating client financial information through our wealth management system, eMoney. Mike is also a registered representative of and offers securities through Cetera Advisor Networks.