Smart Money Group, LLC

David Cherry is a financial advisor at Smart Money Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked in various educational and community supervision roles and has operated a flooring installation business since 2013. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, consulting, and referrals to third-party money managers. The firm combines asset allocation, fundamental and technical analysis, and a disciplined fixed-income approach, while offering a broad range of planning services including retirement, estate, tax, and business succession planning.

Aaron Kennedy is a CFP® with 25 years of industry experience. He is affiliated with Smart Money Group, LLC and has held roles at Calton & Associates, Inc. and VSR Advisory Services. Kennedy is also a partner at Briscoe & Associates LLC, an accounting and consulting firm. Smart Money Group serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment approach that includes asset allocation, fundamental and technical analysis, and the use of ETFs, mutual funds, and individual securities, while also offering a broad range of planning services such as retirement, estate, tax, and business succession planning.

Bret Robinson is a financial advisor with Smart Money Group, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with several firms including Calton & Associates, Inc. and Kennedy Financial Services. Outside of his advisory role, Robinson owns a business focused on equine care, training, and sales, and serves as a board member of the Eastland Chamber of Commerce. Smart Money Group serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a multi-faceted investment approach that includes asset allocation, fundamental and technical analysis, and the use of ETFs, mutual funds, and individual securities, with an emphasis on ongoing portfolio monitoring and client education.

Jon Mcconahay is a financial advisor at Smart Money Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services. Outside of finance, he owns and operates livestock and horse businesses and a cattle trucking company in Wyoming. Smart Money Group serves individuals, trusts, retirement plans, and business entities, offering discretionary portfolio management, financial planning, and consulting. The firm employs a disciplined investment process incorporating asset allocation, fundamental and technical analysis, and uses ETFs, mutual funds, individual securities, and derivatives, with ongoing portfolio monitoring and due diligence on third-party managers.

Samuel Barker is a financial advisor with Smart Money Group, LLC, holding a Series 65 credential and two years of industry experience. Prior to joining Smart Money Group, he worked at Kennedy Financial Services and held roles at Summit Employment Solutions Global Inc., Mighty Molding & Manufacturing, and Jameson CPA. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, and consulting. The firm employs a comprehensive investment process that includes asset allocation, fundamental and technical analysis, and the use of various securities, while also offering specialized planning services such as retirement, estate, tax, and business succession planning.

Angela Robinson is a CFP® and ChFC® with 19 years of industry experience. She is a partner at Smart Money Group, LLC and also has a background with VSR Advisory Services and Kennedy Financial Services. Outside of her financial advisory work, she owns and operates Bret Robinson Horse Training, an equine care, training, and sales business. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm combines asset allocation, fundamental and technical analysis, and a disciplined fixed-income approach, offering a broad range of planning services including retirement, estate, tax, and business succession planning.

Brent Bible is a financial advisor at Smart Money Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at several financial institutions, including Farmers and Merchants Bank and First National Bank of East Texas. Smart Money Group serves individuals, trusts, retirement plans, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a disciplined investment approach that includes asset allocation, fundamental and technical analysis, and the use of ETFs, mutual funds, and individual securities, along with a range of planning services such as retirement, estate, tax, and business succession planning.

Kade Sparger is a financial advisor with Smart Money Group, LLC, holding a Series 65 designation and one year of industry experience. His background includes roles at Texas Tech University and Amarillo National Bank. Outside of his advisory work, he facilitates online classes and communicates with students at Texas Tech University. Smart Money Group serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting. The firm employs a disciplined investment approach combining asset allocation, fundamental and technical analysis, and offers a range of planning services including retirement, estate, tax, and business succession planning.

James Kennedy is a Series 63 licensed financial advisor with 36 years of industry experience. He is currently affiliated with Smart Money Group, LLC and Calton & Associates, Inc., and has held roles at Vsr Advisory Services and Kennedy Financial Services. Outside of his advisory work, Kennedy is involved in ranching and owns a barber shop, as well as participating as a partner in an accounting firm that provides tax preparation and consulting services. Smart Money Group serves individuals, trusts, retirement plans, and business entities with discretionary portfolio management, financial planning, and consulting. The firm’s investment approach integrates asset allocation, fundamental and technical analysis, sector and fixed-income strategies, and utilizes ETFs, mutual funds, and individual securities, alongside options and other derivatives.