Carolyn J. Smith

Senior Partner

“Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a perfect prelude to the satisfaction of working directly with our clients. My knowledge and experience, plus the credibility I enjoy among professional advisors, can accelerate the challenging planning process that affluent families and their businesses go through and reassure them that their objectives of financial confidence and family harmony will be achieved.”

Carolyn J. Smith

Carolyn J. Smith came to C3 Financial Partners as a CPA with 30 years of public accounting experience focused in the areas of estate, continuity, and post mortem planning. By working collaboratively with her clients’ advisory teams, the challenging planning process is accelerated. This also helps to ensure that families and their businesses meet their personal and financial objectives.

As a founding member of the newly formed Exit Planning Exchange, San Antonio Chapter, Smith demonstrates a continued commitment to helping others plan effectively. Currently, she also serves as a board member for the San Antonio Estate Planners Council, San Antonio Planned Giving Committee for The American Red Cross, and the Development Board for Clarity Child Guidance Center.

Smith is a Chartered Advisor in Philanthropy (CAP), holds a Group I Life and Health License, and is a certified General Securities Representative (Series 7 & 66).

Smith holds a Bachelor of Arts from the Texas Lutheran University. She and her husband, Jeff, live in New Braunfels and have one adult son. They are both active in their faith. Carolyn serves as a leader with her local Stephen Ministry, and Jeff regularly shares his gift of music during church services.