Profil
Mr. Thomas C.
Smith, CPA CFP, is a Director-Wealth Strategist at Covenant Multifamily Offices LLC.
Prior to joining Covenant in 2012, he founded Bridge Wealth Management in Tyler and managed the firm from 2000 through 2012.
Before Bridge Wealth, he was a public accountant at Arthur Andersen's Dallas office and one of the first jointly credentialed CPA/CFP practitioners in the industry.
Mr. Smith graduated with a Bachelor of Science in Accounting from Oklahoma State University in 1988.
He is a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER and a Chartered Life Underwriter.
Anciens postes connus de Thomas C. Smith
| Sociétés | Poste | Fin |
|---|---|---|
Bridge Wealth Management LLC
Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2011 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Thomas C. Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Oklahoma State University
Oklahoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant utilizes different methods of security analysis and investment strategies when implementing investment advice given to clients. | Finance |
Bridge Wealth Management LLC
Bridge Wealth Management LLC Investment ManagersFinance Provides investment advice | Finance |
















