Broker Check
Steven Smailes

Steven Smailes

Vice President

Steven Smailes is the Vice President at Lindsey and Lindsey Wealth Management. Over 25 years of professional sales and business management experience have helped Steve become extremely well rounded in the four domains of Financial Advice mastery – competency, empathy, management and service to help our clients. Steve understands how to listen, create, plan and execute on our clients’ vision for their desired future.
Before Steve joined Lindsey & Lindsey he had been a trusted advisor, executive and entrepreneur in a variety of industries, including technology, insurance, investment and lending.
Having worked with startups and IPO companies to large public companies with established markets and commodity products, Steve has learned the skills necessary to help clients ask the right questions as they look forward to successfully managing the integration of their personal and financial goals.
Through a variety of roles, Steve has successfully driven revenue and sales. While at a corporate startup unit, he grew revenue from $60,000 to $1,000,000 in one year. As an executive, Steve raised venture capital for his own companies and has had P&L responsibility for several organizations, increasing revenue and cutting the right costs. He was one of the key leaders in the development and build out of a strategic partner relationship, ultimately resulting in a $100M investment in that company. This understanding of business leadership adds a tremendous value and working knowledge to our diverse client base including business owners.
Steve’s formal education includes being a graduate of the Southern California Entrepreneurship Academy, Countrywide FASTER program, Santa Clara University MyOwnBusiness Institute and he is currently pursuing a B.S. in Organizational Leadership at Penn State, while pursuing his CFP®. Steve currently holds a BFA™, Behavioral Finance Advisor certification, as well as his Securities licenses Series 7, 66, and life and long term care insurance licenses in multiple states.
His informal education includes being mentored by one of the co-founders of FedEx, several highly successful technology and retail entrepreneurs and one of the nation’s most successful financial services entrepreneurs. Through these lessons, Steve has learned that financial advice is unique to you and based on your values and beliefs, and can be organized and multiplied for the betterment of family.
Steve has been married to his beautiful wife Carol for 22 years and has four wonderful children, ranging in ages from 13 to 21. In his spare time Steve is an avid reader, works out regularly through SEALFIT and Spartan obstacle courses and enjoys spending time with family and friends.
Steve is a parishioner at St. Maximilian Kolbe in Westlake Village where he is actively involved in the High School Youth Group program, helping to prepare students for Confirmation. He is also a member of the St. Paschal Baylon Men’s Club.