About

Will Smith

Will is a licensed financial professional specializing in holistic financial planning and wealth management, with a focused commitment to serving government employees and small business professionals. Since 2006, he has proudly served families throughout the DMV area, helping them align their financial strategies with their life goals through disciplined, comprehensive planning.

Will is the author of Money Ain’t the Problem, What We Do With It Is, a book that draws from his personal experiences to underscore the critical role of sound decision-making and discipline as cornerstones of lasting financial success.

His mission is to help clients identify, clarify, and simplify the path toward achieving what matters most to them. Through intentional engagement, systematic implementation, and results-focused planning, Will empowers individuals and families to build confidence and clarity in their financial journey

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Cherie De Jesus

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Cherie joined the Cambridge Source Office Assistant program in 2025 and specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. Cherie earned a dual associate’s degree in administrative assistant and arts and science. She currently lives in Goodyear, Arizona, where she enjoys music, traveling, and spending time with her family and friends.