After earning a degree from Texas A&M University, I spent the early years of my career in technology and business consulting. My diverse personal and professional experience – which includes growing up in Europe, then working for a Fortune 500 tech company, a small public company in a turnaround situation and a startup healthcare software company – has been a strong influence on the way I approach my business and serve my clients.
My team has the privilege of serving clients across the state and nation, and as part of our continued growth, relocated our office to Wichita Falls, TX in 2020.
We take a holistic approach to developing strategies for our clients' financial needs, and we do this by coordinating closely with their CPAs and estate attorneys. Having the right people collaborating on your behalf is critical.
I hold the Accredited Asset Management Specialist™ (AAMS®)* and Chartered Retirement Planning Counselor (CRPC®) professional designations and am committed to always remaining a student of the trade.
I enjoy being able to give back and support our community, and currently serve as board chairman of the Clay County Memorial Hospital Foundation, past president and board member of the Rotary Club of Southwest Wichita Falls, church volunteer and a little league coach.
My wife, Annie, and I are blessed with four (yes, four!) wonderful girls: Lily, Hannah, Abigail and Emma.
My office administrator, Karen, and I have a passion for helping our clients succeed. We do this by taking time to understand what's important to them, using an established process to build personalized strategies to reach their goals, and then partnering with them throughout their lifetime to adjust as needed and keep them on track.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address3705 Maplewood Avenue
Wichita Falls, TX 76308
Phone NumberLee Gunter at (940) 692-2942
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