GDS Wealth Management provides individuals and businesses with financial and investment planning services. Glen Smith and his team create individually tailored financial plans, ensuring every portfolio and personalized financial plan reflects the client’s best interests. The team aims to increase clients’ financial confidence and help them make investment decisions that align with their long-term goals and risk tolerance.

Investment advice offered through GDS Wealth Management, a registered investment adviser. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

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Investment Management

GDS Wealth Management

Robert L. Casey

Glen D. Smith

Abigayle Farrier

Victoria Geiger

Tim Allin

Daniel Amador

Annie Adkison

Tyler Rucker

Erica Doré

The Leadership Team at GDS Wealth Management is responsible for setting the strategic direction of the company, ensuring regulatory compliance, and overseeing the execution of financial planning and investment services. They provide organizational guidance, foster client relationships, and ensure that all operations align with the company’s mission to enhance clients’ financial confidence and meet their long-term investment goals.

Leadership Team

Financial Planning Team

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Leadership Team

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Team members

Other teams at GDS Wealth Management

Financial Planning Team

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Leadership Team

About

Team members

Other teams at GDS Wealth Management

Financial Planning Team

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