Meet the Team

With over 70 years of combined experience, Smith, Mayer & Liddle strives to be the advisors of choice for corporate executives, business owners and affluent individuals and their families.

 

Kevin J. Smith, CFP®, ChFC, CLU, CAP, CRPC, CLTC ®, AWMA, AAMS®
First Vice President – Wealth Management
Financial Advisor

 
Kevin has been recognized as one of “America’s Best Financial Planners”  by Consumers’ Research Council of America several years running.  His career in the areas of finance, accounting, and comprehensive financial and investment planning spans over 20 years.  His unique business background and broad financial expertise have benefited an extensive list of individual and institutional clients in that time. 

Prior to joining Janney Montgomery Scott as 1st Vice President – Wealth  Management, Kevin served in similar positions with Legg Mason and Smith Barney.   Previously, he was Divisional Controller and Director of Business Support for Glatfelter a global supplier of specialized papers headquartered in York, PA.  In addition to the construction and design of investment portfolios, the identification and selection of private money managers, and the implementation of prudent investment strategies, Kevin also specializes in education, retirement, and estate planning with particular expertise in the development of solutions and strategies for the complex needs of corporate executives, business owners, and high net worth individuals and their families.  He has become a recognized expert in the fields of comprehensive financial planning and wealth management, having attained numerous professional designations that represent the pinnacle of the financial planning profession, and has authored numerous articles on pertinent financial and investment planning issues. His professional designations include CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Advisor in Philanthropy (CAP), Chartered Retirement Planning Counselor (CRPC), Certified in Long-Term Care (CLTC®), Accredited Wealth Management Advisor (AWMA®)  and Accredited Asset Management Specialist (AAMS®).

Kevin is a Summa Cum Laude and Phi Beta Kappa graduate of Gettysburg College with a B.A. in Management and Economics.  He was Salutatorian of both his Gettysburg College and Kennard-Dale High School graduating classes.  He is also a graduate of numerous executive education programs at Kellogg Graduate School of Management, Chicago IL and the University of Michigan School of Business.

A lifelong resident of York County, PA, he has formerly served as an elected council member of the Borough of Stewartstown and currently serves on the board of the York County SPCA.  In addition, he is actively involved in the Stewartstown Lions Club, Leg Up Farm (a nonprofit organization benefiting special needs children and their families,) FamilyFirst Health, and several other civic organizations.  He remains an active supporter of Gettysburg College, his college alma mater, where he provides financial consulting services and volunteers on various councils and committees. 

 

Holly A. Mayer, CLTC®
Vice President – Wealth Management
Financial Advisor

Holly began her career as a Financial Advisor in 1998 with Legg Mason, where she obtained her Series 7, 63, 65, and life and health insurance licenses.  She served in a similar position with Smith Barney following its acquisition of Legg Mason’s brokerage division in 2006.  Prior to commencing her financial services career, she had been Human Resource Manager for Susquehanna Pfaltzgraff, a conglomerate of media, real estate, and manufacturing companies headquartered in York, PA. She joined Janney in 2009 as Vice President – Wealth Management.  In addition to significant experience in the investment arena, Holly also specializes in comprehensive financial planning with a particular emphasis in addressing the financial needs and concerns of women. Included among her areas of specialization are retirement and longevity planning, families in transition, widow and divorce care, and general financial education, guidance and advice.  Holly is a graduate of Pennsylvania State University at University Park, with a Bachelor of Science degree in Labor & Industrial Relations and a minor in Business. She is a frequent traveler with an interest in experiencing different cultures.  She also enjoys and supports the arts as well as various children’s causes.  Holly is actively involved with the York County Community Foundation’s Women’s Giving Circle and currently serves on the York County Community Foundation’s Investment Committee.  She is also a member of the York Day Nursery Advisory Board and Arts Forever Endowment.  She previously has served on the finance committee for Dreamwright’s Children and Youth Theater and as a board member for York Arts and Junior League of York.

 

James C. Liddle
First Vice President- Wealth Management
Financial Advisor

Jim’s career in financial services spans over 30 years, commencing in 1976 as a Financial Advisor with Hornblower, Weeks, Hemphill, Noyes.  In 1982, he became founding Branch Manager of Legg Mason’s York, PA office - the first Legg Mason office to commence operations in the state of Pennsylvania.  Following the integration of Legg Mason’s brokerage division into Smith Barney in 2006, he relinquished his managerial functions to create a greater focus on his responsibilities as a Financial Advisor.  He joined Janney in 2009 as First Vice President – Wealth Management. 

A graduate of Susquehanna University with a Bachelor of Science in Finance, Jim also earned his commission in the U.S. Army at Fort Lee Virginia in 1967; his initial duty station was Ft. Hancock, NJ.  He was discharged in 1969 after serving a one year tour in Thailand.  Jim has been involved with the York County Chapter of the American Red Cross, where he previously served on the finance committee and as Chairman of the Board. He has also served on the boards of the York Transportation Club, Bennett Williams Real Estate, and East York County Football, and has been a baseball and basketball coach for the York Boys Club. 

 

Alyssum M. Staner
Registered Private Client Associate

Alyssum has overseen client administration and team operations since joining the team in 2006, and has since obtained her Series 7 and 63 licenses.  She has a liberal arts degree from Harrisburg Area Community College, and earned her Bachelors Degree from Pennsylvania State University, Harrisburg Campus.  Alyssum has previously been a member of the Strategic Planning Committee for Dover School District and is currently involved with York County Junior Achievement.  A lifelong resident of York County, PA, Alyssum enjoys reading, cooking, and spending time with family and friends.