Team
Randall Smith
Principal
Since 1983, Randy has specialized in helping clients achieve greater financial independence, from privately held firms, to C-level and highly compensated executives of large corporations. He and Ted Frank established the company to...
B. Frank Voigt
Principal
As a Principal at Smith, Frank & Partners, Frank manages the investment services for the firm. Since 1985, he has combined his diverse business experience and strong service philosophy to help clients achieve their financial goals....
Gregory Reed
VP of Strategic Planning
As Vice President of Strategic Planning for Smith, Frank & Partners, Greg helps business owners, entrepreneurs and professionals identify personal financial objectives and build a blueprint to achieve them. By taking an interactive...
Katie Marx
VP of Investment Management
As Vice President of Investment Management at Smith, Frank & Partners, Katie dedicates herself to researching and pursuing the investment solutions used to create tailored portfolios that help clients achieve their specific financial...
Jay C. Lewis
Wealth Advisor
Jay leverages his background as a former consultant with Accenture (Andersen Consulting) to provide consultative insurance expertise in the areas of insurance portfolio management, wealth transfer and alternative insurance funding for...
Kathy Leslie
Manager of Underwriting
As Manager of Underwriting for Smith, Frank & Partners, Kathy is dedicated to protecting the insurability of our clients. With over 30 years experience in the insurance industry, she has learned the intricacies of medical and financial...
Jamie Radke
Manager of Operations
As Manager of Operations for Smith, Frank & Partners, Jamie is responsible for the daily operations of the investment department as well as compliance and human resources for the firm. She strives to create streamlined processes to...
Mary Fleming
Receptionist
Mary has been with Smith, Frank & Partners for over 15 years as a Receptionist and Administrative Assistant. She is a native Texan but has also lived in Europe and South Africa. She has been a Volunteer/Manager with Metrocrest Services...