Who We Serve

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.

Mike Finley is a seasoned Financial Advisor with 25 years of experience in the industry. His career is marked by a commitment to guiding clients as they work towards their financial goals, offering a wealth of knowledge and expertise.

Since 2004, Mike has been an Investment Adviser Representative at S&S Wealth Management LP. He also serves as a Registered Representative with TRIAD Advisors LLC, a FINRA-registered broker/dealer. In this dual capacity, Mike is well-versed in recommending brokerage products and receives customary compensation for securities transactions through Triad. This includes direct sales of mutual funds, alternative investments, and variable insurance products, where Triad acts as the custodian.

Mike's academic background includes a Bachelor of Business Administration in General Business from North Texas State University. His business experience includes a tenure with SWS Financial Services, Inc. from 2000 to 2012.

Born in Refugio near Victoria, Mike's early life was characterized by frequent moves due to his father's career, attending three different high schools along the way. This diverse upbringing has contributed to his adaptability and understanding of varied client needs. Mike finds fulfillment in witnessing his clients make progress towards their aspirations, a testament to his dedication and impact as a financial advisor.

Luke Braswell serves as the Operations Admin, bringing a robust understanding of the economy and its intricate drivers. His focus is on assisting clients with financial security and addressing their unique needs with precision and care

A proud alumnus of Stephen F. Austin University, Luke holds a bachelor's degree in finance. His professional credentials include life insurance, SIE, and Series 7 and 63 licenses. With nearly two years of experience, he is well-equipped to support the firm's operations and client service initiatives.

Rooted in Rowlett, TX, Luke's love for the outdoors is a defining aspect of his life. Growing up near the lake, he spent his formative years fishing and enjoying the water. His grandfather's land provided a backdrop for hunting, camping, and riding dirtbikes. Today, Luke cherishes time spent on his bass boat or hunting on the family land. He is also an active member of Lakepointe Church, reflecting his commitment to community and personal growth.

Graham “Gray” Strickland began early in the financial services business: roaming the halls of his mom’s advisory office in downtown Dallas.

A second-generation advisor, he followed in his mom’s footsteps and entered the family business in 2002.  Taking over the successful practice his mom and stepfather built together for over 20 years, Gray expanded the practice to include a specialty focus on small businesses while continuing the tradition of comprehensive, individualized financial and retirement planning.

Gray graduated Summa Cum Laude from the University of Texas at Arlington and holds a bachelor’s degree in Communications/Public Relations with a minor in Business Finance.  He holds the Series 7, Series 66 and Group 1 Life and Health licenses. Additionally, he earned the AIFA® Designation. Attainment of the AIFA Designation demonstrates understanding of the Prudent Practices® and methodology.

Gray’s passion, and how he truly gives back to his community is through his volunteer work with Scouting.  Gray joined a troop at 11 and earned the Rank of Eagle Scout, placing him among the top 2% of young people in the program: a fraternity that includes the likes of Neil Armstrong – astronaut/first man on the moon; William Devries – M.D., who transplanted the first artificial heart; Gerald Ford – 38th President; and H. Ross Perot – self-made millionaire.

Involved in Scouting for over 30 years, he has served in many different volunteer roles, at the Unit, District and Council, Gray is the immediate past Vice President of Program on the Executive Board of the Longhorn Council BSA and still serves as a member of the Board.

Additionally, he gives of his time teaching Wood Badge, a leadership development course focused on team development, personal goal setting and evaluation, conflict management and team-based project planning.

He has been to Philmont Scout Ranch multiple times and served as Course Director for a backcountry Wood Badge course there in 2016.  Gray includes this as part of his life’s work because he feels it is one of the best ways to help train young people to be better spouses, parents and leaders in their community and abroad.

Gray loves backpacking, fishing and shooting in his spare time.  He also continues a love of building custom cars he got from his father and grandfather.

Gray is married to Corie, his sweetheart of 24 years, and they live in Keller, Texas, with their two children: Gavin and Rebecca.  They are members of Good Shepherd Catholic Community.

Gray enters every relationship with one simple goal: make a positive impact, not just an impression, on those he gets the opportunity to serve.

Favorite quote: “Whether you think you can or think you can’t, you’re right.” — Henry Ford