About Us

Meet Your Team

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In an ever-changing world, SmithConway was founded through a tireless pursuit to provide more for each and every client and ultimately redefine the industry. Today, through a unified approach, our team of experienced financial advisors combine their skill-sets in a variety of distinct areas to enable clients to focus on what they do best.

ADVISORS

Adrienne Upchurch
MBA, CFP®, CLU®
Managing Member & Financial Planner
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The goal of financial services is to provide security for the future through knowledge, dedication, and creating an environment capable of establishing a firm foundation for the financial future. Adrienne started her practice in 1999. Her years of experience and extensive education enable her to provide personalized strategies for individuals and businesses.

After completing her BS in Business Administration at The University of Southern Mississippi, Adrienne received her MBA in Finance from The University of North Texas. She continued her education by attaining her CLU® (Chartered Life Underwriter) and CFP® (Certified Financial Planner) designations. She enjoys teaching others about insurance and financial planning, and has been a guest speaker at many local and national conferences.

Adrienne is active in the financial industry--she is the past president of the Dallas/Fort Worth chapter of Women in Insurance and Financial Services (WIFS), and she is still serving on the board. She is a current member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals and the Financial Planning Association. She has received numerous awards for quality of service to clients and the industry.

JJ Lyphout
RICP®
Managing Member & Financial Planner
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JJ holds an RICP® (Retirement Income Certified Professional) designation and specializes in managing the transition from asset accumulation during working years, to decumulation in retirement years. He works with individuals and families to help build a nest egg, create secure and sustainable income for the many stages of retirement, and mitigate risks that could threaten a retirement plan.

JJ graduated with two degrees from the University of Notre Dame. He spent the beginning part of his career mastering operational excellence with three different industry leading companies.

He currently serves on the Board of Directors for the Coppell Chamber of Commerce as the Treasurer and the Incoming Chairman of the Board.

Lisa Rapfogel
CFP®, CLTC®, LUTCF®
Managing Member & Financial Planner
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With 30 years of experience in the financial services industry, Lisa Rapfogel- Ostroff has tailored her business to the needs and development of small business owners. She received her BS in Human Ecology from University of Texas at Austin and completed the Certificate Program in Financial Planning from Southern Methodist University.

Lisa’s licensing includes life, health, disability income and long-term care. She also holds a FINRA Series 7 Registration for General Securities, Series 6, and Series 63. Lisa is a member of Financial Planning Association of Dallas/Ft. Worth and currently is a professor for the Southern Methodist University Certificate Program in Financial Planning. She is also a sustainer member of Junior League of Dallas, Temple Emanu-El, and a Life Member of Texas Exes.

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