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ABOUT US                    OUR STAFF                    OUR SERVICES                                                                ..........................

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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
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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.

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THE SMITH FAMILY
December 2024
(L-R: Virginia, Shiloh, Jade, Paden, Ashley, Daniel, Carol, Jonathan, Jonah, Patrick, Eden, Rachel, and Joseph)

Several family members have proudly served and contributed to the success of Bering Financial over the years!
Quick Links

 BERING FINANCIAL

 

1500 Corporate Circle Ste 11
Southlake, TX 76092

   ‪(817) 767-3548‬

  Solutions@BeringFinancial.com

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Bering Financial specializes in arming clients with knowledge and awareness about their money

that empowers them to make better financial decisions for their family and their future.


Thomas Patrick Smith ​(dba Bering Financial, LLC) is an Investment Advisory Representative of Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is not affiliated with Bering Financial, LLC. Investment Advisory Services and securities are offered through Legacy Wealth Management, LLC, a registered investment advisor with the Securities and Exchange Commission (SEC): 

Legacy Wealth Management, LLC

13965 W Chinden Blvd, Suite #100, Boise, ID 83713

No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Legacy Wealth Management, LLC will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you click on any link to another website provided herewith, you are leaving this site.

Bering Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Bering Financial website and assume total responsibility and risk for your use of these sites.

Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use. This website is intended solely to convey general information about the products and services provided by Bering Financial and is not investment advice or the solicitation for the purchase or sale of any security, product or service.

© 2025 BERING FINANCIAL, LLC. All Rights Reserved. 

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