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Our Team

Experience matters.  At First Dallas Financial Group, our financial advisors have an average of 34 years of experience in the financial services industry and a proven ability to weather financial storms. Our service professionals are fully licensed and have an average of 24 years of experience.  Read more about our team in the pages below.

Jim Almond

CFP®

972-248-2032

972-248-3010

jim@firstdallasfinancial.com

As the President of First Dallas Financial Group, Jim brings more than 30 years of industry experience to the firm. A CERTIFIED FINANCIAL PLANNER™ professional, he has helped families build their financial dreams since 1984. Jim...

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Bill Mathews, MBA

Investment Advisor Representative

972-248-2032

972-248-3010

bill@firstdallasfinancial.com

Bill Mathews studied investment services first while a graduate student and received his MBA and BBA with honors. Mr. Mathews had a successful career in the electronics manufacturing business. He was an Industrial Engineer, Engineering...

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Mary Smelser

Executive Assistant

972-248-2032

972-248-3010

mary@firstdallasfinancial.com

Mary joined First Dallas Financial Group in 2007, and has been working in the securities industry since 1979. She is one of our service professionals and is an initial points of contact for questions, concerns or changes to your...

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Jessica Bennett

Administrative Assistant

972-248-2032

972-248-3010

jessica@firstdallasfinancial.com

Jessica is our newest team member joining First Dallas Financial Group in 2014. She brings extensive experience in customer service and administration to the firm. Jessica is the initial point of contact when you call our office and...

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