Jeremy Smith
Dallas, TX

Leveraging nearly 20 years’ experience, Jeremy is dedicated to providing tailored and comprehensive risk management services to financial institutions with assets ranging up to $10 billion.

Jeremy works alongside clients, primarily located in the states of Texas and Oklahoma, performing engagements related to financial statement audits, Supervisory Committee audits and evaluations of internal control systems design. He leverages his extensive industry background, and strong auditing and accounting skills to turn financial statements into actionable recommendations for clients. 

Early in his career, Jeremy gained a comprehensive experience in benefit plans. His plan experience spans from pension and 401(k), to profit sharing, and defined benefit plans ranging from $1 million to $1 billion in managed assets. Today, he performs over 30 employee benefit plan audits annually.

Jeremy’s long-time dedication to serving the industry enables him to proactively identify risks and provide valuable insight to institutions helping them achieve their financial, operational and risk management goals.

  • Certified Public Accountant (CPA)
  • Credit Unions
  • Audit Services
  • Employee Benefit Plans
I believe in having proactive relationships with clients that are focused on practical solutions. I would much rather have a conversation mid-year, than have it become an audit issue at the end of the year.
Jeremy Smith - Principal