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...

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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....

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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...

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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...

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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...

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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...

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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...

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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...

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