Scott Smith CFP®President and Lead Adviser
Scott Smith is President and lead adviser for Pathworks Financial, Inc. – a Novi, MI based Registered Investment Adviser.
Scott is focused in the areas of wealth management, retirement strategies and estate preservation. As a Certified Financial Planner* and Chartered Life Underwriter, Scott is uniquely qualified to assist his clients in finding solutions to maintaining their independence and dignity throughout their retirement years.
Scott, born and raised in Michigan, has spent over 30 years helping Michiganders with their financial and retirement planning needs. He is married, has four children, nine grandchildren and lives in Novi. After graduating from Michigan Technical University with an engineering degree and spending a few years working the slide rule - he left engineering to join his father in the family business.
At Pathworks Financial, we are proud to continue the tradition of providing quality financial and retirement planning advice to our clients; a tradition that started with Scott’s father over 50 years ago. Scott’s son, Bryan Smith joined the firm in 2013; continuing the tradition of family ownership, dedication to our clients and service to the community.
Bryan SmithInvestment Adviser Representative
Bryan 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.
David MercierInvestment Adviser Representative
David (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.
Alecia BoyceOffice Manager
Alecia 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.
Alan ParkInvestment Analyst
Alan Park joined Pathworks Financial as an Investment Analyst in 2021. He comes to us with previous accounting experience in the auto industry. A graduate of Kalamazoo College in 2017 with a bachelor’s in finance, Alan is currently completing his CFA examinations to become a chartered financial analyst; one of the highest distinctions in the investment management profession. At Pathworks Financial, he is responsible for the trade desk and monitors clients’ portfolios.
Karrie MaierNew Business Coordinator
Karrie Maier joined in 2021. As New Business Coordinator, Karrie’s primary responsibility is working with new clients to initiate the transfer of their investments to our platform. 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.
Molly SafreedAdministrative Assistant
Molly joined Pathworks Financial in January 2022, as recent graduate of Adrian College, where she earned a Bachelor of Arts degree in Psychology in only 3 ½ years. She grew up in Midwest Ohio and decided to follow her passion to play soccer in college. In her free-time, Molly enjoys spending time with friends and her Goldendoodle, Winston.
Shawn joined Pathworks Financial in May 2022, in the role of morning Receptionist. She grew up in Southeast Michigan and is happy to call Michigan home after many moves in other states across the US. She brings 10+ years of administrative experience and many more years of direct sales experience. In her free-time, Shawn enjoys spending time with her family and friends and meeting new people.