ABOUT US                    OUR STAFF                    OUR SERVICES                                                                ..........................

Senior Financial Advisor,
President & Founder

The foundation of Patrick's career started in 1972 with an education by Investors Diversified Services, the only firm to offer complete financial planning to the general public in the U.S. at that time. (Note: IDS was acquired by American Express in 1984, now known as Ameriprise Financial. When Ameriprise boasts in their ads of a history dating back to 1894, they are referring to the history of IDS.)

Patrick's experience continued through the 1980s with one of the most innovative financial companies of our time, E. F. Hutton, where he served as the financial planner for the 6,000 clients of their Fort Worth office. Growing from that foundation, he has continued his service as an independent financial advisor to clients all across Texas and the surrounding states as president of Bering Financial. 


Patrick shares Wealth Awareness concepts every week on the radio as a regularly featured guest on "Believers In Business" with host Ron Taylor at 100.7fm, KWRD.

On a personal note, Patrick loves and enjoys his family, the outdoors and golf. He is an active member of Gateway Church in Southlake, Texas. He has seven children, four grandchildren and has been married to his wife Carol for 42 years.

Patrick Smith is a Registered Representative holding Series 7 & 66 licenses, as well as licenses for Life & Health Insurance and Annuity instruments.

Life & Annuity Specialist

Daniel began his career in 1999 as a Life Insurance agent working alongside his father (Patrick) providing income protection for families all across Dallas/Fort Worth. He served as Bering’s office manager from 2009 to 2012. Daniel now manages marketing for the company and serves clients' insurance and annuity planning needs.


He is licensed for Life and Health Insurance and Annuity instruments in Texas, as well as the designation of certified National Social Security Advisor (NSSA) from the National Social Security Association. Daniel is a registered representative, holding Series 7, 63, and 65 licenses. 


As a North Texas native, Daniel enjoys living in Grapevine, TX with his wife Ashley. In his spare time he enjoys watching good films, learning new things, walking/hiking outdoors, social activities with friends and family, and taking Daytrips around Texas. Daniel and Ashley are also active members of Gateway Church in Southlake, TX.

Operations Manager

Ashley joined Bering Financial in 2012 and serves as Operations Manager, where she oversees all operational and administrative aspects of business. Ashley also uses her gift of hospitality to serve in the invaluable role of creating a warm, welcoming environment for every guest and client that Bering hosts. This includes each and every office visit, as well as the delightful and engaging client events of which she is designer and coordinator. Ashley is a licensed life insurance and annuity agent, as well as a registered representative, holding Series 7 and 63 licenses.

Ashley is a native Texan born and raised in the Panhandle. She graduated from the University of Texas at Arlington with a Bachelor of Fine Arts. A self professed foodie, she loves cooking healthy, flavorful meals and trying out new restaurants. She also shares her love of fitness by leading group exercise classes. Ashley is an active member of Gateway Church in Southlake, TX with her husband Daniel.

Executive Assistant

Jade joined Bering Financial in 2019, serving as an Executive Assistant to Ashley. Whether it's the day-to-day administrative, or event coordination and marketing support, Jade works well to influence the ease of operations in the office and the pleasant experience for loved clients. Jade's varied scope of experience throughout the last 10 years in administrative support offers a great advantage to the team, as they expand their reach and impact. As Bering Financial continues to educate and equip investors, and all individuals about wealth awareness, Jade enjoys the opportunity to add increasing value in their efforts.


Jade is a North Texas native currently living in Fort Worth, TX with her husband Paden, whom is a son of Patrick. Jade and Paden are raising two small children, their 3 year old son, Jonah and 1 year old daughter, Eden. They are worship leaders, often leading in local churches when they are not attending Antioch in Fort Worth, TX.

Quick Links



546 Silicon Dr, Ste 103

Southlake, TX 76092

   (817) 571-2626


Contact Us

Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Bering Financial is the proprietorship of Registered Representative Patrick Smith.

Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer & member FINRA & SIPC. Bering Financial and CSS are independent entities.

Please be advised that presently Registered Representative Patrick Smith holds FINRA Series 7 registration & Series 66 licenses in Texas, Arizona, Florida and Oklahoma. Patrick Smith holds licenses for the sale of Life & Health Insurance and Annuities in Texas, Florida and Illinois. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Patrick Smith before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you  are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.