Broker Check

2520 Douglas Boulevard
Suite 110
Roseville, CA 95661
(916) 797-1020

 

 

Team

 
Mr. Smith is a published author, lecturer, and is currently an instructor for the Certified Financial Planner Curriculum at The American College. His 20 year background includes time spent at GE Financial Assurance, Principal Financial...

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Phillip Mottini, CEA

Principal | Financial Advisor

916-797-1020

916-797-3020

Prior to starting his own business as a financial advisor, Mr. Mottini spent eight successful years at Morgan Stanley Dean Witter, working his way up to an Associate Vice President with that firm. In 2000, he joined Tim Smith in...

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“Assisting clients in achieving their financial goals and objective is what planning is all about” Mr. Hentschel began his career in 1976. As he has aged in this industry so have his clients! Retirement, Income planning and asset...

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John has more than 35 years of experience in tax and financial management and planning. Prior to joining Quantum Advisors 15 years ago, he was the CFO of a multi-national manufacturing company operating in seven countries. His current...

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Diana Burleson is the Office Manager for Smith-Mottini Financial. She has been a devoted employee for the last 10 years. She's an expert organizer, a great conversationalist, she gives a million percent of her attention to detail to...

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Crystal Brown

Client Service Manager

916-797-1020

916-797-3020

Crystal Brown joined the Smith-Mottini Financial family in September 2008. She is a Customer Service Manager as well as office support to Tim Smith, Phil Mottini, Keith Hentschel and Diana Burleson. She brings technical support,...

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