Broker Check

Company Name - City, State

One Lincoln Centre 5400 LBJ Freeway Suite 1250, Dallas, TX 75240



Randall Smith


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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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...

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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...

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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...

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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...

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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...

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Mary Fleming


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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