Team

Rich Smith

Founder & Portfolio Manager

Rich Smith is a financial educator and veteran advisor with over 40 years experience in the industry. He received the CFP, Certified Financial Planners designation in 1987 and has been a ...

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Diana Smith

Special Projects

Rich’s wife, Diana, helps with marketing and special projects. She is a former member of the San Francisco Opera Company and has performed in opera companies and oratorios throughout the ...

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Sheila Baum

Chief Compliance Officer and Analyst

Sheila has a degree in finance from Brigham Young University and has been with PCM since 2004. She has experience in investment management, internal auditing, tax preparation, university endowments and ...

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Andrea Baker

Analyst

Andrea Baker is an analyst and works on research projects. She has a degree from BYU and loves analyzing and trading the financial markets.

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