C3 Financial Partners

Meet Our Financial Advisors

Todd S. Healy

Founder

Clients need solutions that enable them to identify and pass along to future generations the personal financial values that have...

Carolyn J. Smith

Senior Partner

Thirty years as tax partner and partner in charge of Private Client Services with Padgett Stratemann & Co. were a...

Our Team, Your Legacy

Rebecca Bates

EXECUTIVE COORDINATOR
[email protected]
214.443.2423

Lisa Brown

CASE DESIGN & UNDERWRITING
[email protected]
469.913.9902

Suszanne Mutua

CASE DESIGN & UNDERWRITING
[email protected]
214.443.2480

Malinda Perryman

CLIENT SERVICE COORDINATOR
[email protected]
214.443.2419

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See current Customer Relationship Summary (CRS) here: Form CRS Link.

Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact C3 Financial Partners at [email protected].

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