One firm,
coast to coast.
From our base in California, Huston Smith Consulting serves dealers and business owners across ten states — one practice organized around coaching, brokerage, insurance, and planning.
Coach first.
Broker second.
Everything the practice does starts with counsel and ends with someone accountable for the outcome.
Huston Smith acts first as a business coach — to the people who own the store, and to the people who sell on its floor — and as a broker for the ancillary revenue programs that fit. Between our dealer clients and their program providers, we are the intermediary: the ones who make the call when something needs an answer.
The rest of the practice serves the same people at different moments — business insurance and continuation planning for the company, financing for growth, financial planning and life insurance for the family behind it.
You work with
principals.
Every Huston Smith client works directly with a principal of the firm — one accountable name from the first meeting on, with the full practice behind it.
Greg Smith
[Greg: two or three sentences — years in the industry, where you came up, what you handle for clients.]
Mark Burchak
[Mark: title and bio exactly as you want them shown.]
Vision, mission, motto.
[This whole section stays off the public page until Greg writes these — nothing gets invented on his behalf.]
[Greg: where is Huston Smith going — one sentence.]
[Greg: what we do every day, and for whom — one sentence.]
[Greg: if the firm had five words on the wall, what would they be?]
Licensed, placed,
and giving back.
Licensed in life & health, property & casualty, variable contracts, and accident. We place business with eight partner companies, and the practice sponsors a nonprofit for charitable giving.