Your financial planning needs are unique. Our team led by Joshua B. Smith will go deeper to understand your mindset — what shapes your view on money.
Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center — powered by Goldman Sachs.
VICE PRESIDENT, SENIOR WEALTH ADVISOR
VICE PRESIDENT, WEALTH ADVISOR
VICE PRESIDENT, SENIOR WEALTH MANAGER
5810 Tennyson Parkway Suite 200
Plano, TX 75024
Driving directions >
M - F: 8am - 5pm
We are located on the 2nd floor of the building.
Tell us about yourself at no cost or obligation.
By submitting this information, you hereby authorize and request that PFM contact you through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services, and acknowledge that PFM will use your information as described in its and . PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.