Profiel
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.
Eerdere bekende functies van Thomas C. Smith
| Bedrijven | Functie | Einde |
|---|---|---|
| Bridge Wealth Management LLC | Corporate Officer/Principal | 31-12-2011 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
 Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Thomas C. Smith
| Oklahoma State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
| Bridge Wealth Management LLC | Finance |
