Meet the Team

Scott Smith serves as President and Chief Executive Officer of Pathworks Financial. As a Wealth Advisor, he works closely with individuals and families to develop comprehensive strategies for building, managing, and preserving wealth.

With over 40 years of experience, Scott specializes in wealth accumulation, retirement planning, and estate preservation. He has extensive experience working with Accredited Investors, guiding them through complex financial decisions, including the evaluation and due diligence of alternative investment opportunities. His approach is grounded in aligning each strategy with a client’s long-term goals and values.

Scott is particularly passionate about helping families create and sustain generational wealth. He works with clients across the United States, delivering personalized financial strategies designed to provide clarity, confidence, and long-term financial security.

A Michigan native, Scott earned his engineering degree from Michigan Technological University. He began his career in engineering before transitioning into wealth management, joining his father in the family business and continuing a legacy of trusted financial guidance that spans more than 65 years.

Today, Scott leads Pathworks Financial with a focus on long-term stewardship, client relationships, and the thoughtful integration of technology to enhance the advisory experience.

Bryan S. Smith serves as Vice President and Chief Operating Officer of Pathworks Financial. As a Wealth Advisor and Investment Adviser Representative, he works closely with clients to provide comprehensive, relationship-driven financial guidance.

In his role as COO, Bryan oversees the day-to-day operations of the firm and leads the continued development of systems and processes that support both advisors and clients.

He also manages the firm’s Retirement Design, Administration, and Enrollment Team, providing ongoing guidance and support to retirement plan sponsors and participants.

Bryan is known for his ability to bring structure, efficiency, and clarity to complex situations, helping ensure a consistent and high-quality experience across the organization.

He lives in Milford with his wife and their three children.

Karrie Maier serves as Head of Trading & Portfolio Operations and a Wealth Advisor at Pathworks Financial. In this role, she oversees the firm’s trading activity and portfolio implementation, helping ensure that client strategies are executed with accuracy, consistency, and care.

Karrie joined Pathworks Financial in 2021 and has grown into a key leadership role within the organization. Her progression reflects both her commitment to clients and her ability to bring structure and efficiency to complex processes.

Prior to joining Pathworks, Karrie managed back-office operations for a large property management firm, where she developed a strong foundation in operations, customer service, and process management. She also brings experience in sales and marketing, contributing to her well-rounded approach in working with clients and supporting the advisory team.

As a Wealth Advisor, Karrie works with clients to support their overall financial strategies, combining operational expertise with a client-focused perspective.

Originally from Michigan, Karrie now resides in Kansas with her husband and their three children.

Alecia Boyce serves as Manager of Client Experience at Pathworks Financial, where she plays a central role in supporting both client relationships and the firm’s operational integrity.

Alecia joined Pathworks in 2019, bringing over 15 years of experience in banking and process development. She oversees the client service experience, ensuring that account servicing, new account setup, distributions, and transfers are handled accurately and efficiently.

In addition to her client-facing responsibilities, Alecia plays a key role in the firm’s compliance and operational processes, working closely with the Chief Compliance Officer to support the activities of the firm’s Wealth Advisors. She helps ensure that internal procedures are followed consistently and that client accounts are maintained in alignment with regulatory and firm standards.

Alecia is known for her organization, responsiveness, and ability to keep both client service and internal operations running smoothly behind the scenes.

Shawn Headley serves as Executive Team Coordinator at Pathworks Financial, providing essential support to the firm’s leadership team and helping ensure a smooth and consistent client experience.

Shawn joined Pathworks in 2022, bringing over 10 years of administrative experience along with a strong background in direct sales. She works closely with the Executive Team to manage day-to-day priorities, coordinate schedules, and support client communications, helping keep the firm operating efficiently and aligned.

In addition, Shawn plays a key role in managing the firm’s social media presence, including LinkedIn and Facebook, helping maintain consistent communication and engagement with clients and the broader community. She also supports front office operations, contributing to a welcoming and organized environment for both clients and team members.

Originally from Southeast Michigan, Shawn is glad to once again call Michigan home after living in various parts of the country. In her free time, she enjoys spending time with her husband and discovering new restaurants.

Rob Schmansky serves as a Wealth Advisor at Pathworks Financial. He joined the firm in 2024, bringing a diverse background that includes independent practice along with experience at wealth management and tax firms. He is focused on building meaningful client relationships and growing his practice through consistent, high-quality advice.

Rob is an Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC). He has contributed to the knowledge requirements for international CFP® certification and served as a brand ambassador for the CFP Board from 2014 to 2018. In 2015, he was recognized by InvestmentNews as a top national talent in the financial advice industry.

He has been a contributor to Forbes, U.S. News & World Report, Dow Jones/IAC, Yahoo! Finance, and the Financial Planning Association’s publications. In addition, Rob has taught courses in economics, investment management, and taxation, including courses designed to prepare candidates for the CFP® examination.

Rob brings a thoughtful and disciplined approach to financial planning, helping clients navigate complexity with clarity and confidence.

In his free time, he enjoys listening to audiobooks and reading.

David “Dave” Mercier serves as a Wealth Advisor at Pathworks Financial, specializing in estate and wealth preservation strategies for individuals and families.

With over 30 years of experience as a second-generation financial advisor, Dave works closely with clients to develop comprehensive plans focused on wealth accumulation, retirement security, and protecting the financial well-being of future generations. His approach is grounded in long-term thinking and a deep understanding of each client’s unique goals and circumstances.

Dave is also President of Detroit Life Agency and holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College of Financial Services.

He is known for his steady, relationship-driven approach and his commitment to helping clients navigate important financial decisions with clarity and confidence.

Emily Wenzel serves as a Retirement Plan Administrator at Pathworks Financial, where she supports the firm’s retirement plan clients and helps ensure smooth and efficient plan operations.

Emily joined Pathworks in 2025 and brings a strong background in customer service and administration. She works closely with plan sponsors and participants to assist with account needs, answer questions, and help navigate the details of retirement plan management.

Her attention to detail and commitment to responsiveness contribute to a high level of service, helping ensuring that both clients and internal teams experience reliable and consistent support.

Stacey St. Charles serves as Corporate Recruiter at Pathworks Financial, where she focuses on identifying and attracting experienced advisors to join the firm.

Stacey brings prior experience as a recruiter with a national firm, where she developed a strong ability to connect with professionals and match talent with opportunity. After stepping away from her career to focus on raising her family, she has returned to the workforce with a renewed perspective and a deep appreciation for meaningful, relationship-driven work.

At Pathworks, Stacey works closely with leadership to support the firm’s long-term growth by building relationships with advisors who align with the firm’s values and vision.

She is known for her thoughtful approach, strong communication skills, and ability to connect with people in an authentic and engaging way.