Our Team
Scott Smith CFP®
President and Lead AdvisorScott Smith is the President and Lead Advisor at Pathworks Financial, Inc., a Michigan-based, SEC-Registered Investment Advisor.
With over 40 years of experience, Scott specializes in wealth accumulation, wealth and retirement strategies, and estate preservation. He has extensive experience working with Accredited Investors, helping them navigate complex financial landscapes and maximize their investment opportunities. This includes in-depth analysis and rigorous due diligence of alternative investments to identify strategies that align with their financial goals. Scott excels in working with clients to create and preserve generational wealth, ensuring financial security for future generations. He works with clients across the United States, providing personalized financial strategies tailored to their unique goals and circumstances.
A Michigan native, Scott earned his engineering degree from Michigan Technological University. After a successful start in engineering, he transitioned to Wealth Management and joined his father in the family business—continuing a legacy of trusted financial guidance that began over 65 years ago. Today, he remains dedicated to helping Michiganders and clients nationwide achieve financial security
Bryan Smith
Investment Advisor RepresentativeBryan S Smith is Vice President of Pathworks Financial. He passed the Series 65 Uniform Investment Adviser Law Examination in 2018 and serves as an investment adviser to our clients. In addition, as Manager of our Retirement Design, Administration and Enrollment Team, Bryan provides ongoing support to our Retirement Plan Sponsors and Participants. He is married, has three children and lives in Milford.
Robert Schmansky
Investment Advisor RepresentativeRob Schmansky joined Pathworks in 2024, previously working both independently and at wealth management and tax firms.
He is an Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC). He has contributed to the knowledge requirements for international CFP certification and from 2014 until 2018 represented CFP Board as a brand ambassador. In 2015 he was chosen by InvestmentNews as a top national talent in the financial advice industry.
Rob has been a contributor at Forbes, US News & World Report, Dow Jones/IAC, Yahoo!Finance and the Financial Planning Association's (FPA) publications. And has been an instructor of economics, investment management, taxation, and courses required to sit for the CFP® examination.
In his free time, Rob enjoys listening to audio books and reading.
David Mercier
Investment Advisor RepresentativeDavid (Dave) Mercier specializes in Estate and Wealth preservation strategies for his clients. As President of the Detroit Life Agency, Dave holds the ChFC (Chartered Financial Consultant ) and CLU (Chartered Life Underwriter) designations from the American College of Financial Services.
As a second generation Financial Adviser, Dave has spent over 30 years working with his clients; helping them create plans that provide wealth accumulation, retirement security and financial protection for their loved-ones.
Karrie Maier
Investment Advisor RepresentativeKarrie Maier joined in 2021 as New Business Coordinator. Karrie advanced to Investment Advisor Representative after passing the Series 65 exam in May 2023. Before joining Pathworks she ran the back office for a large property management firm. She has an extensive background in customer relations, sales and marketing. Karrie grew up in Michigan and now resides in Kansas with her husband and three children.
Alecia Boyce
Office ManagerAlecia Boyce joined in 2019 with 15 years’ combined experience in banking and process development. As New Business Coordinator, Alecia’s primary responsibility is maintaining our client relationships through the process of servicing existing accounts, initiating new accounts, facilitating distributions and executing account transfers. She is also responsible for a variety of other back office activities including daily reconciliation of client accounts and the production of our clients’ quarterly investment reviews.
Shawn Headley
Executive Team AssistantShawn joined Pathworks Financial in May 2022. Growing up in Southeast Michigan, she is delighted to call Michigan home after living in various states across the US. With over 10 years of administrative experience and many more years in direct sales, Shawn provides essential support to the Executive Team by managing daily tasks, maintaining strong client relations, and coordinating appointments and communications. Additionally, she ensures the smooth operation of the front office, contributing to an efficient and welcoming environment. In her free time, Shawn enjoys spending time with her husband and finding fantastic new restaurants.
Emily Wenzel
Administrative Assistant/Afternoon ReceptionistEmily joined Pathworks Financial in January 2025. She is a dedicated and detail-oriented professional who plays a vital role in supporting our customer service team and ensuring the smooth operation of our daily administrative tasks. With a strong background in customer service and administration, Emily excels at managing customer inquiries, resolving issues promptly, and maintaining a high level of customer satisfaction. In her spare time, she enjoys reading - mainly mystery and horror genre.