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Our Team

At ELS Vision Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Lawrence  Smith

Lawrence Smith

President & Wealth Planning Advisor

(972) 598-0242

Katiah Sanders

Katiah Sanders

Executive Assistant

(972) 598-0242

(972) 739-2093

Rob Studin

Rob Studin

Executive Director Financial Advisory Services

David Downing

David Downing

Director of Planning

Timothy S. Johnson

Timothy S. Johnson

Chief Investment Strategist

Nasser Ali

Nasser Ali

Director of Financial Advisory Services

Ben  Huddle

Ben Huddle

Director of Financial Advisory Services

Fred Fedorowich

Fred Fedorowich

Director - National Planning Team

Partners

Janet Mooney

Janet Mooney

Retirement Consultant