About

Meet our Southern Belle boss lady Kayla Smith, blazing trails and breaking barriers! She’s the queen of elevated experiences for our black audiences, a financial guru with a knack for health insurance, marketing, and all things credit. Catch her making waves and sipping sweet tea while changing lives!

Navigating the complexities of personal finance can be overwhelming, from investments and retirement planning to insurance decisions. It’s easy to feel lost amidst the many choices.

That’s where I come in.

Whether you have substantial assets to manage or are just beginning to build your wealth, my firm has the expertise and resources to meet your unique needs.

My mission is to provide you with clear, actionable guidance to help you understand and define your financial goals. I am dedicated to fostering a long-term, respectful, and mutually beneficial relationship with my clients and their families.

As a proud member of the Dallas community for several years, I am honored to have assisted many individuals in pursuing the financial futures they have always envisioned.

For more information about my services, please give me a call. I look forward to learning more about your goals and dreams.