Bill Dermann, CFP®
Financial Advisor, RJFS
Partner, DSPWM

Bill Dermann is a co-founder of Dermann & Smith Personal Wealth Management, L.L.C. and a Certified Financial Planner (CFP®), with over thirty years of experience in the economic and financial analysis of corporations, small businesses and individual households. Over the past eighteen years, his primary focus has been on meeting the financial planning and investment management needs of individual clients and their families. He is an advocate of comprehensive financial planning, recognizes the need for broad diversification of client assets, and maintains a moderately conservative investment management philosophy throughout economic market cycles.

Bill is a graduate of the United States Military Academy at West Point and retired from the United States Army Reserve at the rank of Lieutenant Colonel. He has also attained Master's degrees in both Finance and Industrial Engineering from the University of Missouri and has completed the coursework for the doctoral program in Management at the University of Kentucky. Bill is also a member of the Financial Planning Association and an active participant with the Lexington Kiwanis Club.

Additionally, Bill is a well-known speaker and seminar leader and has conducted seminars and workshops on financial-related topics for numerous organizations, corporations, and groups throughout Kentucky. He also serves as an adjunct faculty instructor for Sullivan University in the areas of finance and management.

Bill is married, has two sons, one grandson, and enjoys teaching, traveling throughout the United States, and volunteer work with local service organizations.

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Amy Smith, CFP®
Financial Advisor, RJFS
Partner, DSPWM

Amy Smith is a co-founder of Dermann & Smith Personal Wealth Management, L.L.C. and a Certified Financial Planner (CFP®), with more than thirteen years in the financial services industry. Prior to her current affiliation, she managed the operations and administration functions of a prominent regional financial services firm. Amy's focus is primarily on providing personalized assistance to individuals and small businesses in the areas of financial planning and investment management, with specialized expertise in assisting women with their particular financial-related needs. Prior to her career in the financial services industry, she served as an Officer in the United States Army with assignments in the areas of finance, personnel, and operations management. Amy is a Registered Investment Representative with Raymond James Financial Services and also licensed in the areas of health and life insurance.

Amy too is a graduate of the United States Military Academy at West Point where she majored in Management. She is also a member of the Financial Planning Association.

Amy is married and is the owner of a Newfoundland named Angus and two Labs named Dixie and Hamish. She is an avid tennis player and a member of the Lexington Tennis Club as well as the U.S.T.A. She has also qualified for and ran in the Boston Marathon and represented the state of Kentucky in The United States Tennis Association's Southern Sectional tournament at the 4.5 level.

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