Meet Our Professionals
Kurt Kerrigan, CPA/PFS, CFP®
President, CEO
Kurt Kerrigan received his CPA license in 1999 and became securities registered. At that time he started his own tax preparation business. With an extensive background in business, he has assisted numerous business owner clients with their companies. In late 2017 Kurt earned the CFP Professional designation. In late 2018 Kurt earned the PFS (Personal Financial Specialist) designation.
Williams Financial Services was established in the mid 60’s and Kurt was brought on board in 1999 with the intent of purchasing the business upon Wayne Williams retirement. In late 2015 that transition took place and Kurt now owns the company. The name of the company was changed to Legacy Financial Services in mid-2017.
Kurt brings a unique combination of knowledge in tax regulations, investments, and insurance which he believes has been beneficial to clients. His complex knowledge in various financial specialties allows him to prepare an investment or insurance portfolio designed to meet each individual needs of his clients.
Kurt holds the following licenses and registrations:
- CPA License
- Personal Financial Specialist
- CFP Professional
- Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities State Law), Series 65 (Uniform Investment Advisor Law) held with LPL Financial
- Group 1 Life and Health Insurance License
Kurt’s specialties include:
- Individual and Corporate Tax Planning
- Portfolio Management
- Financial Planning
- Life, Health, Disability, and Long Term Care Insurance
- Buy/sell agreements
- Retirement Plans
- Company benefit plans
Outside of work, Kurt enjoys spending time with his wife Debbie and three boys Keaton, Kevin & Kyle. He is active in Boy Scout Troop 2001 in Aledo as well as the Brazos Valley District working with future Eagle Scouts. He is also active with Aledo Project Celebration, which provides a drug/alcohol-free celebration after prom.
John Loyd, CFP®, EA
For over fifteen years, John Loyd has provided highly personalized, tax-advantaged financial guidance to clients in Texas and around the country. His passion for investing began at an early age. Reading books on investing in his early teens, he tried on his own to open up a brokerage account at Dean Witter (now Morgan Stanley) at the age of 16, but the financial advisor told him he was too young and to come back at age 18, which he did. He opened the account and would later have an internship with the company during college.
He graduated summa cum laude from Southwest Texas State University with a degree in Finance. After graduation, he worked for
Edward Jones Investments for almost eight years, receiving the Iron Will award, the most prestigious award the company gives, based upon his work ethic and love of the business. He has since opened up his own financial consulting firm in Fort Worth, Texas assisting clients with all manners of wealth management.
John holds the following licenses and registrations:
- Series 7 (General Securities Representative), Series 63 (Uniform
Securities State Law), Series 65 (Uniform Investment Advisor Law), Series 24 (General Securities Principal) held with LPL Financial - Group 1 Life and Health Insurance license
Jason Jones
Jason was born and raised in Fort Worth, TX. He graduated from Texas Wesleyan University with a Bachelor of Business Administration and earned a graduate degree from Southern Methodist University. At Texas Wesleyan, he met his future wife, Marla, and they made North Texas home. Jason began his professional career in full-time ministry helping individuals and organizations map out and reach their
life goals. As a LPL financial advisor, he has the opportunity to do the same with an emphasis on financial goals. Jason enjoys studying the markets but more importantly he enjoys helping people pursue their full potential whether through financial planning or serving on non-profit organizations’ boards. When he is not studying the markets or meeting with clients, Jason enjoys cooking for his family and friends and traveling with his family. He is married to Marla and together they have two children, Andrew, 13,
and Ella, 9.
Jason holds the following degrees and licenses:
- B.B.A., Management Information Systems, Texas Wesleyan University, Fort Worth, TX (2001)
- M.Div., Southern Methodist University, Perkins School of Theology, Dallas, TX (2004)
- Securities Licenses: Series 24, Series 7, Series 66, held with LPL Financial
- Life and Health Insurance License: Group 1
Mark J. Smith
Mark has been helping individuals and small business owners with their investment, insurance, and estate planning needs since 1992. He joined the team at Woods Financial in 2004 and has had the honor of assisting hundreds of families over the years. In August 2021 Mark and the Woods Financial Group team merged offices with Legacy Financial Services.
In a world of information overload, Mark can bring an array of resources to help his clients make truly informed choices. He provides advice necessary for his clients to grow and protect their wealth. People like planning their financial future with Mark because of the level of integrity he demonstrates when dealing with delicate personal financial issues. He believes his approach to fiscal health, industry knowledge and genuine desire to secure his clients long term goals are what sets him apart.
Mark holds the following licenses and registrations:
– Series 7 (General Securities Representative)
– Series 63 (Uniform Securities Law)
– Group 1 Life and Health Insurance License
Mark and his wife Kimberly have been married more than 35 years, and together they have four children, and four grandchildren. Mark is also very involved with his church and serves as a mentor for Texas Wesleyan College football team. In his leisure time he loves spending time with family and enjoys playing golf. He is also an avid sports fan.
SmartVestor Pro
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Joel Woods
Joel began his financial services business in Stephenville, TX in 1986. In 2001, he moved his firm to Fort Worth where he has successfully expanded his business to serve the needs of retirees and those planning for retirement. Joel’s personal goal is to make his clients feel special, while being that trusted financial advisor who keeps their best interest at heart; he genuinely wants his clients to enjoy their retirement years. Joel and his wife Cindy enjoy spending time with their daughter and son-in-law, Michelle & Jason and their grandchildren Ryan,15 and Madison,13.
- Securities Licenses: Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities State Law), Series 65 (uniform Investment Advisor Law).
- Group 1 Life and Health Insurance License
Jonathan M. Smith
Jonathan is committed to putting the unique goals of his clients at the center of everything from financial planning and tailored solutions to legacy building and risk management. As a result, Jonathan has had the privilege of working with business owners, executives, and skilled professionals in the DFW area for over a decade.
After working at Merrill Lynch and JP Morgan as a High-Net-Worth advisor Jonathan chose the Legacy Advisors as an independent firm to deliver the objective advice and comprehensive solutions absent at the bank-owned brokerage companies.
Jonathan wants to help you and your family make more informed and effective financial decisions that allow you to feel relieved, confident, self-assured, empowered, and feel good about your wealth. By using a comprehensive approach and working with your other financial professionals (lawyers, CPAs, business partners, etc.) your time and energy are free to do what is important to you.
It is this commitment and accountability to his clients that allows Jonathan to:
- Maintain long-term relationships with high-net-worth individuals and families.
- Serve as the sole or primary advisor to many business owners, executives, and skilled professionals.
- Grow his business primarily from existing client referrals.
- Help individuals build a legacy for their families while preserving capital and minimizing risk.
When not working you will most likely find Jonathan with his wife Lesley and children Reagan and Lincoln fishing, camping, or at Fellowship Church. Jonathan also coaches Little League Baseball and is a mentor at Plano ISD.
Jonathan holds the following licenses and registrations:
- A. History and Economics, University of North Texas, Denton, TX
- Securities Licenses: Series 66, Series 7, held with LPL Financial
- Life and Health Insurance License: Group 1
Wayne Williams, CLU, ChFC
Registered Sales Assistant
Wayne Williams has been in business since 1964. He received the Chartered Life Underwriter designation in 1970, and the Chartered Financial Consultant designation in 1983. He now works part-time assisting the advisors with life insurance for clients.
Address
1300 Summit Avenue, Suite 120
Fort Worth, TX 76102
Phone: 817.877.0717
Fax: 817.210.4991
Securities & Financial Planning services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.