Chase was raised in Dallas, Texas. He attended school at Texas Tech University where he graduated with a Bachelor in Personal Financial Planning along with his certificate in financial planning. Chase spends his free time enjoying outdoor activities and watching college football. Chase is an active member in the Grapevine Chamber of Commerce, Texas Tech Alumni Association and The Kappa Sigma Alumni Association along with many other local charities. Chase joined the Martin Financial Group in order to provide a team oriented approach to helping his clients reach various personal and financial goals. He has been in the industry since 2004, and he currently holds the Series 7 and 66 securities registrations as well as the Texas Insurance Commission Group I license. 

Chase is a registered representative and Investment advisor representative of Securian Financial Services, Inc.

"I work together with my clients to help educate and guide them on their way to financial freedom. I believe education, service and commitment are key to financial growth. "

Roger Glass has worked in the financial services industry since 1971. Before joining Martin Financial Group in 1994, he was a nationwide Advanced Marketing Consultant for the American General Companies of Houston, Texas. Prior to his stint with American General, he was head of the Pension and Estate Planning Departments for a Dallas/Fort Worth based insurance company. His decision to join Martin Financial Group was based on his desire to return to private practice so that he could help people and businesses reach their financial goals through a hands-on approach. Roger’s specialization is in Retirement Strategies, working with people nearing or in retirement, however his practice involves many other financial disciplines including: small business retirement planning and insurance strategies, fee-based individual financial plans, life insurance, disability insurance, investments, long term care insurance, education funding, and much more.

On a personal note he is married and has two children. He is an active member of his church working with the Mission Team and Finance Team. He enjoys fishing, golf and travelling. He and his wife also participate in volunteer work. Our lives are enriched through the enrichment of others. I would welcome the opportunity to see how I might help you achieve your goals.

Registered representative and Investment advisor representative of Securian Financial Services, Inc.

Dax grew up in the Dallas/Fort Worth area before attending college at Murray State University on a golf scholarship. After receiving his Bachelor's degree at Murray State, he continued his education by obtaining his Doctorate in Jurisprudence at the Texas Tech University School of Law. Upon his graduation from law school, and successfully passing the Texas Bar Exam, Dax accepted a position as a criminal prosecutor at the Dallas County District Attorney’s office. He spent three years as a prosecutor at the District Attorney’s office before joining Martin Financial Group in 2004. It was his time in the District Attorney's office elite Specialized Crime Division prosecuting white collar cases, and prosecuting securities fraud cases specifically, that led Dax to change his career path and enter the financial services industry.

Dax has a strong desire to help individuals, families & businesses work towards achieving their financial goals. Dax joined Martin Financial Group because of the firm's ability to provide him with outstanding resources and support, as well as an enjoyable work atmosphere.

Dax has Series 7, 24 & 66 FINRA registrations as well as his Texas Life, Accident & Health license. Separate from his work at Martin Financial Group, Dax is also licensed to practice law in the State of Texas.

Dax lives in Southlake with his wife Stephanie and their two children Ty and Sydney.

Dax is a member of the following professional organizations:
NAIFA (National Association of Insurance and Financial Advisors)
GAMA International
AMRG (Agency Management Resource Group)
State Bar of Texas

Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC. A Registered Investment Advisor. Martin Financial Group is independently owned and operated.

Financial Advisors do not provide specific tax or legal advice.  This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.

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Ashley Parks, CFP® began her interest in financial planning at a very early age. Ashley started working at age 14 with the mentality of if you want to buy something, you get a job and work for it. She started saving her money which helped her to buy her first car and get started on a solid savings strategy. 

At Texas A&M, Ashley pursued a BBA in Finance and later went on to SMU for her Graduate Certificate in Financial Planning. Ashley’s passion is helping families make educated financial decisions to reach their goals. She knows that you can’t plan for everything that life throws your way, but you can make smart, deliberate choices which can make all the difference. 

Ashley has been helping families make smart choices for since 1999. Her education as a Certified Financial Planner professional, and her role as a financial advisor and an insurance professional has given her the ability to help clients with varying goals and resources. 

Ashley was born in Dallas and lives in Preston Hollow with her husband James and their daughter Madison. She is a member of the Financial Planning Association, Junior League of Dallas, past member of the Board of Directors for the Episcopal School and past President of the Preston Hollow East Homeowners Association.  She enjoys the outdoors, gardening and spending time with family and friends. 

Ashley’s goal is helping people make smart choices about money. It’s important to have a trusted advisor to work through the various financial decisions that are a part of our daily lives. I help clients confidently move towards their financial and lifetime goals with a holistic approach.

In 2011, Ashley published her book, The Saving Seed: Growing a Financially Healthy Family Tree as a resource to help families understand how money fits into their lives and how to model healthy financial behaviors for their children. 

Ashley is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

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After a successful career in banking, in 1989 Joy Adams continued her career in the financial services industry as an associate with a local financial services firm. Four years later, she purchased the firm and began managing and developing associates and brokers, while continuing to build and service her own clients. In 1996, she renamed the firm Adams Financial Group and it has grown into a full-service financial services firm.

Joy is a graduate of the Certified Financial Planning Profession Educational Program of the College for Financial Planning in Denver, Colorado. She completed a Financial Planning Internship at the University of Colorado and received her Chartered Financial Consultant certification from the American College in Bryn Mawr, Pennsylvania.

An active member of the East Texas Estate Planning Council and the East Texas Chapter Financial Service Professionals, she's also past president and active member of the Tyler Association of Insurance and Financial Advisors and past State Professional Development Chairman for the Texas Association of Insurance and Financial Advisors. In addition, she served several times on a committee for Drake University and the State Board of Insurance to review state insurance exams. Joy is a member of the Financial Planning Association, a life member of the Million Dollar Roundtable¹ and a life member of the Texas Leaders Roundtable.

She is also an Investment Advisor Representative and registered representative with Securian Financial Services, Inc.

Joy and her husband Robert are active members of the Mt Carmel Baptist Church and make their home in Troup, Texas.

_{¹Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.}

Jay Oliver has built his financial services practice by providing his clients with a roadmap for success in meeting their long-term financial goals. By building long-term trusted relationships with his clients, Jay is able to guide his clients through the uncertain and sometimes challenging process of developing and implementing a financial strategy that strives to provide for the financial security and unique goals of each client.  My commitment to my clients is to be completely devoted to your financial success and to care more about you and your future than anyone else outside of your family.

Jay works with clients in all stages of life with specialties in IRA and retirement income strategies. The challenges of implementing a long-term retirement strategy that aims to provide a life time inflation adjusted income requires a unique understanding of the investment markets, IRA rules, tax considerations and the unique circumstances associated with living through an extended retirement that could last twenty or thirty years. 

Jay began his financial services career in 1990 after a successful career in business management. A graduate of Arkansas Tech University with a double major of Economics & Finance and Business Administration, Jay has completed professional programs, advanced courses, and rigorous examinations to receive his credentials for Chartered Mutual Fund Counselor from the Institute of Wealth Management in Denver, Colorado. He also received his fellowship from the National Association of Life Underwriters in Bethesda, Maryland, as well as his certification in Long-Term Care by The Corporation for Long-Term Care Certification in Newton, Massachusetts. Jay holds his Series 7, 63 and 65 securities registrations and his Group 1 insurance license. He is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 Jay stays current with the latest financial strategies by continuing his education at industry schools and conferences including the Morningstar Investment Conference, Ed Slotts IRA School, Harry Dents Demographic School and the Securian Zenith School. Jay is a member and past president of the Tyler Association of Insurance and Financial Advisors. He is a sought after speaker and teacher and has been featured on the CBS 19 Morning Show and has been frequent guest on Prime Time at 5. Jay has also taught courses focused on financial strategies at numerous area community colleges. He provides ongoing opportunities to learn about financial strategies through a financial newsletter.

Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. 

Levi was born and raised in Palestine, Texas and holds a Bachelor of Business Administration in Finance from the University of Texas at Tyler. Levi follows a comprehensive approach to “help individuals and families navigate through their financial lives.” His drive and client-centric focus allow him to provide value to individuals and families by delivering solutions with lasting benefits. He is proudly engaged in the communities of DFW and East Texas and always loves meeting new people that he can help.

Levi enjoys watching his favorite sports, hunting, fishing, and spending quality time with his friends and family. Levi lives in Addison and spends his free time with his brother and two sisters who also live in the DFW Metroplex.  

Levi Smith is a Registered Representative of Securian Financial Services. 2565468 DOFU 6/2019