Rooted in Louisiana values and shaped by real life experience, my mission is to help people protect what they have worked hard to build while creating long term financial confidence. Losing my father at a young age and later experiencing investment losses taught me firsthand how critical retirement planning truly is. Those moments gave me clarity and purpose.
My professional background blends coaching, entrepreneurship, and financial services. I hold licenses in life and health, property and casualty, and workers compensation, along with a formal coaching certification. Earlier in my career, I developed strong relationship building and leadership skills that led to national recognition, including Million Dollar Round Table qualification. Today, I proudly serve Grapevine Texas and surrounding areas, focusing on small business owners and women committed to protecting wealth.
Family, integrity, and service guide my life. I enjoy spending time with loved ones, reading, and encouraging others, while giving back through mentoring teens and supporting cancer related causes. If you are seeking protection, clarity, and confidence in your financial future, let's connect and start building it together.
Financial RepresentativePatricia Smith
Rooted in Louisiana values and shaped by real life experience, my mission is to help people protect what they have worked hard to build while creating long term financial confidence. Losing my father at a young age and later experiencing investment losses taught me firsthand how critical retirement planning truly is. Those moments gave me clarity and purpose.
My professional background blends coaching, entrepreneurship, and financial services. I hold licenses in life and health, property and casualty, and workers compensation, along with a formal coaching certification. Earlier in my career, I developed strong relationship building and leadership skills that led to national recognition, including Million Dollar Round Table qualification. Today, I proudly serve Grapevine Texas and surrounding areas, focusing on small business owners and women committed to protecting wealth.
Family, integrity, and service guide my life. I enjoy spending time with loved ones, reading, and encouraging others, while giving back through mentoring teens and supporting cancer related causes. If you are seeking protection, clarity, and confidence in your financial future, let's connect and start building it together.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
