We understand that financial planning is a process that takes time to understand.  We place your interests and needs first, emphasizing education.  A personalized and on-going relationship is paramount.  We strive to earn your confidence and trust.

We understand that financial planning is a process that takes time to understand.  We place your interests and needs first, emphasizing education.  A personalized and on-going relationship is paramount.  We strive to earn your confidence and trust.

Spirit Stewardship Ministries and Spirit Fiduciary Partners have brought the opportunities and professionalism found in big city firms to the Bryan/College Station area.  As a Texas A&M alum, Brien has become an integral part of the community.  His vision of value-added service is the guiding principle for Spirit Stewardship Ministries and Spirit Fiduciary Partners.

Spirit Fiduciary Partners and Spirit Stewardship Ministries are centered on promoting financial education and wealth management for the Christian community.  Spirit Fiduciary Partners is a diversified investment and financial planning company that seeks to aid non-profits and religious institutions.  Spirit Stewardship Ministries is a not-for-profit Christian educational teaching stewardship, promoting financial knowledge and informed decisions.  

Brien Smith is a Texas A&M graduate, Class of 1981, and has over thirty years of experience in financial and investment services, and twenty-three years practicing financial planning. He is the founding partner of Spirit Fiduciary Partners, Spirit Stewardship Ministries and Traditions Wealth Advisors.  As a practitioner of Investment Planning, Brien specializes in retirement, estate, and income tax planning as well as investment planning for non-profits. He is a member of many Christian associations including their finance councils, and is currently overseeing a $40MM foundation at the Catholic Diocese of Austin.  He believes in giving back to the community through his involvement with Texas A&M students, as well as being an active member of the Association of Former Students; in 2011 he was president of the Brazos County A&M Club.  He is a current Boy Scout executive, a former Scoutmaster and Eagle Scout. 

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 has over seventeen years of experience as a financial analyst. Her duties at Spirit Stewardship Ministries and Spirit Fiduciary Partners include portfolio analysis, research, and general client service work. 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 also taught mathematics at the high school and middle school level and served as a Peace Corps Volunteer for two years in Nigeria.