Traditions' Advising Team
Brien Smith, CFP®
Brien has over thirty years of experience in financial services and twenty-five years practicing financial planning. He is the founding partner of Traditions Wealth Advisors. Brien received his BBA from Texas A&M University in 1981 with concentrations in Business Management and Economics. He went on to study Economic Graduate courses at the University of Houston. He then achieved his Certified Financial Planner (CFP) designation in 1994.
Brien served as Vice President and local Financial Planner for Carter Financial Management’s Bryan/College Station location for ten years. Prior to his position with CFM, he worked for IDS/American Express Financial Advisors as a financial planner and training manager for five years. He volunteers considerable time to his positions on the Investment Committee overseeing over $50 million for the Diocese of Central Texas and a local troop of Boy Scouts of America.
Commitment to Professional Organizations:
Cam has over 25 years experience in the financial planning arena and has been a Certified Financial Planner (CFP®) since 1994. He joined Traditions Wealth Advisors in 2013 as a Wealth Manager. Cam received his Bachelor of Science degree in Computer Science from Texas A&M University in 1986.
Prior to joining TWA, Cam established Financial Solutions in 1996 and was a CFP® practitioner offering asset management services and comprehensive financial planning to individuals, small family businesses and other financial planning professionals through 2008. From 1998 – 2008, Cam was also a Vice President for Carter Financial Management as well as an Investment Advisor for Raymond James Financial Services offering fee based financial plans, investment securities, and money management services. Cam also was previously Vice President/Director at Woodway Financial Advisors, A Trust Company from 1988 – 1996.
His past involvement in professional organizations includes the FPA of Houston, where he was President in 1999, the Houston Estate and Financial Forum, and the Planned Giving Council of Houston. He is currently a member of the FPA of Austin.
Cam founded Paragon Virtues, LLC in 2009, a holding company for real estate management services and internet ventures. His charitable work over the years has included Big Brothers and Sisters of Houston, New Life Associates and Mobil Loaves and Fishes.
Lois Scogin, MBA
Lois has over ten years of experience as a financial analyst. Her duties include portfolio analysis, research, and general client service work. She has completed the course work for her CFP designation. Lois graduated from Bucknell University in Lewisburg, PA with a BA in Mathematics. In addition, she has a M.Ed. from Lesley College in Cambridge, MA and an MBA from Texas A&M University.
She has been a key partner in the team at Traditions Wealth Advisors and she has been working with Brien Smith long before its inception in March of 2003. Lois joined Carter Financial Management in March 1994 on part time basis. Previously, she taught mathematics at the middle school and high school level in Belmont, MA. In addition, she served as a United States Peace Corps Volunteer in Nigeria for two years. After a two-year leave of absence from Carter Financial Management, Mrs. Scogin returned to work with Brien in June 1999.
Client Services and Marketing Director
Our current interns are:
Blake Mochilar BBA/Finance '18
Char Lee PPA/MBA Acct/MIS '18
Christian Roberts BBA/Economics '18
Tucker Hytrek BBA/Finance '18