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Team

At Trinity Professional Group Inc, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

David Smith, CPA, CFP®, PFS

972-773-9969

972-803-1515

[email protected]

Dave Smith currently holds the position of President/CEO of Trinity Professional Group, Inc., serving clients in the Dallas/Fort Worth area and other states. Prior to this Dave Smith held the position of Managing Director of Jones...
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Ruth R. Smith

972-773-9969

972-803-1515

[email protected]

Ruth serves as an officer and Firm Administrator for Trinity Professional Group, Inc. She holds a Bachelor of Arts degree from Ramapo College of New Jersey. Ruth loves interacting with people and helping them accomplish their goals....
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