Who We Are
Since 1984, IEM has put our clients first. It’s our mission to make you feel confident, taken care of, and free while maintaining the utmost integrity in our work for you.
We believe in taking complex concepts, goals, and issues and simplifying them for you. We use our 40 years of experience, combined with the tools and technology of today, to help you reach your goals and preserve your wealth.
We are independent advisors, which means that we always put you and your family first. We believe this is how we have developed so many long-term relationships and celebrate new introductions to the people you care about most.

Ted Smith RHU, CLU®, ChFC®
Founder & Chairman, Private Wealth Manager

Danica Goshert
CFP®, CDFA®, AIF®, MBA
CFP®, CDFA®, AIF®, MBA
Senior Vice President I Private Wealth Manager

Daniel Schoenecker, CFA®, CAIA, MBA
Chief Financial Officer

Charles Stewart, CFP®
Associate Vice President I Private Wealth Manager

Dan LaNasa, CFP®
Associate Vice President | Private Wealth Manager

Muqing Yue, CFP ®
Manager of Financial Planning Services


Lucas Hemling
Senior Registered Client Services Strategist

Our Partner Locations

Independence Backed by Credibility
Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.