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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Undrea Smith, RICP®

Founder/CEO

480-525-1839

Undrea@eastvalleyretirement.com

Undrea possesses a securities license (Series 65) and has also attained the RICP® designation from the American College of Financial Services. His experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist as...
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Julianne Smith

Co-Founder/Marketing Director

480-525-1839

Julianne@eastvalleyretirement.com

Julianne is the Marketing Director and is the “other half” of this family owned business. She was the inspiration behind Undrea following his dream of creating a business that can truly help the members of our community to...

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Venetia Wilhelmsen

Senior Client Coordinator

602-491-9184

Venetia@eastvalleyretirement.com

Meet Venetia Wilhelmsen, the warm-hearted soul behind the scenes at East Valley Wealth & Retirement. As our dedicated Client Coordinator, Venetia embodies the very essence of compassion that drives our firm's commitment to our...
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Alex Marsh

Operations Coordinator

480-525-1839

Alex@eastvalleyretirement.com

Alex is a dedicated professional with a passion for finance and a commitment to excellence. A proud graduate of the W.P. Carey School of Business at Arizona State University, Alex earned his degree in Finance, laying the foundation for...
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Kim Kelly

Client Concierge

480-525-1839

Kim@eastvalleyretirement.com

Meet Kim Kelly, the driving force behind our client-focused experience here at East Valley Wealth and Retirement. With an impressive track record spanning over 15 years in the field, Kim is an indispensable member of our team,...
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