Thomas Smith, CAP®, CFP®, CLU®, CPA

Managing Director - Branch Director, Senior Consulting Group

903-533-1090
Email | |

Dana Falco

Associate, Business Senior

903-597-1247

Dana Owen

Sales Assistant 2

903-533-1090

Jana Philips

Registered Client Associate

903-533-1090

The 30-second snapshot

I invite you to view my video below for a 30-second snapshot of what I do and how my team and I can be of service to you. 

The power of credentials

My team and I hold a variety of qualifications and designations that make us the right choice for untangling complex financial issues. View the video to learn more.