Our 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 cater directly to the needs of these clients.

In the over 30 + years since founding Smith, Frank & Partners, Randy has been instrumental in the expansion of the company. He is responsible for our fee-based planning group, the core of our business and the primary avenue to extracting opportunities for clients.

Randy and his wife Debbie are both sixth-generation Texans. A graduate of Dallas Baptist University, Randy enjoys boating and spending time on the lake with his family.

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. While utilizing the research platforms and technology of “big box” firms, Frank incorporates the entrepreneurial perspective and service philosophy of a boutique private asset management house.

In creating custom portfolios, Frank measures performance within the context of his clients’ financial goals. As a long-term value investor, he believes successful investing is predicated not on timing markets, but rather, focusing on time in the markets. For clients of all backgrounds, Frank works to understand their unique objectives and to develop and manage their portfolio with an eye toward helping mitigate risk.

Frank is also a Chartered Financial Consultant and a Chartered Life Underwriter. A graduate of Georgia Southern University, Frank earned his BBA in Finance. A father of three, Frank currently resides in Dallas and is an avid golfer, runner, and Hawaiian Ironman Triathlon finisher.

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 approach to planning, Greg breaks down complicated information into a visual format, helping simplify the complex financial decisions his clients face. This state of the art system lets clients view most financial scenarios in real time, allowing them to actively pursue their goals with a true understanding of the potential outcomes.

In addition to his personal financial planning expertise, Greg specializes in implementing life insurance, disability insurance and investment products for his clients. From working with business owners and medical professionals, to lawyers, CPAs and C-Level executives, Greg works diligently to help clients achieve their most valued goals.

After graduating from the University of Texas at Arlington with his BBA in Management, Greg earned his MBA in Finance from Dallas Baptist University. He is a Certified Financial Planner™ professional, a Chartered Life Underwriter, a Certified Fund Specialist and a member of the Financial Planning Association. In his free time, Greg looks forward to spending time with his wife, Debby, and their two children.

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 goals. Working closely with executives, business owners, professionals, and retirees, Katie specializes in managing her clients’ unique financial situations and helping them chart a course to navigate the countless decisions they face.

Katie’s objective is to recommend asset allocations that are compatible with the goals and needs of her clients. She takes into account their risk tolerance, time horizon and fundamental values. For all of her clients, Katie regularly and systematically reviews portfolios, making herself available to clients at their convenience.

A Montana native, Katie moved to Texas to attend college, where she graduated with a BBA in Finance from the University of North Texas. She currently lives in Double Oak with her twin daughters.

Larry Haynes

Executive Relationship Consultant

Larry Haynes is a retired partner at Ernst & Young where he served as a tax consultant to high-growth private and public companies for over 30 years. During his tenure, he led several Ernst & Young regional practices, including entrepreneurial services, emerging and growth markets, business development, and strategic growth markets. At the time of his retirement, he also served as the Americas director of the Entrepreneur-of-the-Year awards. Following retirement from Ernst & Young in June 2010, Mr. Haynes accepted a position as Executive Relationship Consultant at Smith, & Partners. He also is active in many civic organizations, including service on the Board and Audit Committee of the Baylor Oral Health Foundation and as a director of the Texas Methodist Foundation.

After graduating with honors from Southwestern in 1972 with a BBA in Accounting and Economics, Larry attended the U. S. Army's Officers Candidate School. There he was commissioned as an officer and stationed in Europe where he served as the Chief of Economic and Systems Analysis for the Army's European Signal Command. He earned an MBA with honors in Accounting and a concentration in Taxation from The University of Texas at Austin in 1978. In 2003, he was named a distinguished alumnus of Southwestern University.

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 high-net worth clientele. He also consults with both mid-market and small closely-held businesses in the areas of business succession and executive compensation planning.

Jay's work is often a collaborative effort with other advisors to strive to achieve the highest degree of satisfaction and success in the various facets surrounding wealth and family.

A graduate of the University of Texas at Austin, Jay holds a BBA in Marketing from the Red McCombs School of Business, and a Chartered Life Underwriter designation from the American College. He has been very active in the Dallas community as a former member of the board of both The North Texas Estate Planning Council and the Neighborhood Service Council.

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 exceed the expectations of our clients.  Ultimately her goal is to provide exceptional customer service.  Jamie has been in the financial industry for over 10 years and brings extensive knowledge to the position.

Jamie graduated from the University of Texas at Dallas with a BA in Business Communication and Management.  She lives in Rowlett with her husband and two daughters.

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 underwriting.  By interviewing clients, Kathy collects information that can impact their insurability and works with the insurance carriers to design the appropriate coverage to fit our client's needs.

Kathy is active in her church, where she sings in the adult choir and serves on the Election Committee. She and her family enjoy camping and spending time at the lake on the weekends. 

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 for 20+ years.  She enjoys spending time with her children and grandchildren.