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 Square Financial Services. LLC, a diversified financial services firm. He held this position for over 18 years. He shared his time as an investment advisor for Talis Advisory Services, LLC.
Mr. Smith received a Bachelor of Science Degree in Accounting from the University of the State of New York and a Master of Science Degree in Taxation from the Washington School of Law. He received his CPA credentials in 1993 and is a member in good standing with the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Dave earned the credentials of Certified Financial Planner™ in 2012 and also holds the Personal Financial Specialist (PFS) designation from American Institute of Certified Public Accountants.
Throughout his tenure, Mr. Smith has not only focused his attention on business issues but also has become involved in his clients' personal financial decisions. He accomplishes this through the preparation of a comprehensive personal financial plan. The plan encompasses 8 Wealth Management Issues and includes specific recommendations for retirement, college, taxes, estate and those unique goals specific to each client. Not only does this provide a means for measuring where a client’s family is now, but offers solutions which will have future implications. As a way of helping the client reach their goals, Mr. Smith offers investment advice as an Investment Advisor Representative with Avantax Wealth Management™ .
Dave enjoys fishing with his two sons and having deep conversations with his daughter, Kelly, a very gifted writer. His real passion is saltwater surf fishing on the coast of New England. Dave is married to Ruth, his high school sweetheart. They have three children and five grandchildren. They are members of Reunion Church, in Dallas and currently host a church radius group in their home.