Stacey Smith

Stacey Smith is the Founder, Partner, Chief Compliance Officer, and a Financial Advisor with over three decades of experience in the financial industry. She earned her bachelor’s degree in Business Administration with a minor in finance from North Texas State University.  Stacey holds several professional licenses, including Series 7, 63, 53, 24, SIE, and Life & Health Insurance.

Stacey's passion for finance is driven by her love for serving and educating others on financial literacy. The financial world is dynamic with constant changes in tax laws, economic conditions and financial strategies. She is dedicated to helping clients navigate a complex financial landscape so they can live their lives with clarity and confidence. Her commitment to continuous learning ensures she provides expert guidance and customized strategies for every client.

Her approach to financial planning is comprehensive and personalized, covering retirement planning, social security, multi-generational wealth, estate planning, cash flow management, tax strategies, philanthropic giving, and managing trusts. Stacey specializes in serving wealthy families, retirees, business owners, and women, providing them with peace of mind through her dedicated service.

Born in Dallas, Texas, and raised in Richardson, Stacey was influenced by her family's varied financial experiences. Witnessing the absence of financial planning among her successful relatives inspired her to help others create financial plans and make informed decisions. Stacey and her husband, Ronnie, have raised three children with strong financial values. Their eldest, Ryan, is a Texas A&M graduate and firefighter. Reid, their middle son, is completing his degree in Financial Planning at Texas Tech, and their daughter is attending Texas A&M.

Outside of her professional life, Stacey is passionate about reading and horsemanship. She enjoys reading the Bible, history, Christian apologetics, and self-help books. Her love for horses extends to riding, training, and teaching horsemanship skills. Stacey founded a girls' overnight ranch camp and a horse day camp, where she shares her love for riding with others.

Stacey is actively involved in her community and professional networks. She participates in the Dallas Association for Financial Planners, serves on the Bartonville Traffic Committee, and leads the Passion Camp at Rockpointe Church, mentoring high school students. Her dedication to service and community reflects her commitment to making a positive impact in the lives of her clients and beyond.