Carolyn J. Smith
Senior Director, Texas Financial Partners
“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a perfect prelude to the satisfaction of working directly with our clients. My knowledge and experience, plus the credibility I enjoy among professional advisors, can accelerate the challenging planning process that affluent families and their businesses go through and reassure them that their objectives of financial independence and family harmony will be achieved.”
Carolyn J. Smith comes to Texas Financial Partners as a CPA with 30 years of public accounting experience focused in the areas of estate, continuity, and post mortem planning. By working collaboratively with her clients’ advisory teams, the challenging planning process is accelerated. This also helps to ensure that families and their businesses meet their personal and financial objectives.
As a founding member of the newly formed San Antonio Exit Planning Exchange, San Antonio Chapter, Smith demonstrates a continued commitment to helping others plan effectively. Currently, she also serves as a board member for the San Antonio Estate Planners Council, San Antonio Planned Giving Committee for The American Red Cross, and the Development Board for Clarity Child Guidance Center.
She is a Chartered Advisor in Philanthropy (CAP) and holds a Group I Life and Health License, and is a certified General Securities Representative (Series 7 & 66).
Smith holds a Bachelor of Arts from the Texas Lutheran University. She and her husband, Jeff, live in New Braunfels and have one adult son. They are both active in their faith. Carolyn serves as a leader with her local Stephen Ministry, and Jeff regularly shares his gift of music during church services.