Adrienne Upchurch MBA, CFP®, CLU® in

Adrienne Upchurch MBA, CFP®, CLU®

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Founder and Managing Member at SmithConway
📍 Dallas-Fort Worth Metroplex, United States

Adrienne Upchurch is the founder and managing member of SmithConway, a Dallas-based financial services firm. She specializes in creating personalized strategies for legacy planning, risk management, and wealth accumulation for a national client base. A nationally recognized speaker and author, she holds an MBA from the University of North Texas and multiple professional designations, including CFP® and CLU®.

She is deeply involved in the financial industry as the past president of the Dallas/Fort Worth chapter of Women in Insurance and Financial Services (WIFS), where she continues to serve on the board. She is also a member of several national financial associations and is a sustainer member of the Junior League of Dallas.

Adrienne was recognized on the Forbes list for 2026 for her dedication and service to her clients.

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Experience
31 Years
Current Role
Founder and Managing Member
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Adrienne cares about

Legacy Planning
Her firm's core mission is to help clients plan their legacy through risk management, wealth accumulation, and estate planning.
Market Analysis
Her social media posts frequently analyze U.S. market trends, interest rates, and economic data to inform clients.
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Career

Work history

1999
Founder and Managing Member
SmithConway
1997 - 1999
Business Development Manager
Corporate Express Australia
1995 - 1997
National Accounts Manager
Daisytek International
In the press

Media appearances

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Education
B.S.
The University of Southern Mississippi
M.B.A.
University of North Texas
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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