"Navigating Today's Financial Seas"
Proudly Serving North Texas
since 1986
ABOUT US OUR STAFF OUR SERVICES ..........................
Bering Financial was founded by Patrick Smith. Patrick began his career in 1972 with Investors Diversified Services, where he was trained and educated in true, balanced financial planning. From there, he served as financial planner to 6,000 clients in Tarrant County with E.F. Hutton.
Patrick established Bering Financial in 1986 and he continues to serve as an independent advisor to clients across Texas and the surrounding states. Patrick has shared financial education as a featured guest on Believers in Business, heard on 100.7 fm, KWRD. In recent years, Patrick has conducted retirement courses for the 21st century at North Lake College. Patrick Smith is a Registered Representative holding Series 7 & 66 licenses, as well as licenses for Life & Health Insurance and Annuity instruments. On a personal note, Patrick enjoys time with his family, golf, fishing, and the outdoors. He has seven children, six grandchildren (with two more on the way!) and has been married to his wife Carol for almost 50 years.
PATRICK SMITH
President & Senior Advisor
JONATHAN P. SMITH
Office & Marketing Manager
After 16 years in various ministry and administrative roles—both as a church staff member and volunteer—Jonathan rejoined the Bering family in June 2024 as Office & Marketing Manager. He oversees all marketing, operational, and administrative functions. With his warm demeanor, sense of humor, and attention to detail, Jonathan puts prospects and clients at ease, whether scheduling an initial discovery appointment or assisting with paperwork on a service call.
Born in Kansas but raised in the DFW area since age four, Jonathan considers Fort Worth his hometown. He earned a Bachelor of Arts in Music with a minor in English from Southern Nazarene University in Bethany, Oklahoma. He enjoys singing, playing acoustic guitar, writing and recording songs, and leading worship for church small groups. He also volunteers on multiple ministry teams at his church and, when time allows, enjoys hiking and fishing—especially in the Rocky Mountains of Colorado. If you notice a family resemblance it is because Jonathan is also Patrick’s oldest son.
