Our Team

Experience Matters

At First Dallas Financial Group, our financial professionals have an average of 26 years of experience in the financial services industry. 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 40 years of industry experience to the firm. A CERTIFIED FINANCIAL PLANNER™ professional, he has helped families build their financial dreams since 1984. Jim focuses on...

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. Mary’s experience includes a stockbroker, bond trader, and back office manager and was an investment representative for Edward...

Kristi Jordan

Director of Operations

972-248-2032

972-248-3010

kristi@firstdallasfinancial.com

Kristi joined First Dallas Financial in January 2020 and has 28 years of experience in the financial services industry. Her knowledge of financial operations and practice management has proven invaluable in streamlining processes and...