Gary W. Stallard concentrates on putting client needs first, with careful listening and emotional intelligence at the forefront of his approach. With the 2003 founding of Stallard Financial Strategies, Inc., he began advising family offices, high net-worth family groups, and closely held businesses. Stallard focuses on alternative funding methods and other creative planning tools to optimize his clients’ wealth transfers and philanthropic intentions.
An accredited Chartered Life Underwriter, Stallard also holds a Uniform Securities Agent State Law License and a Group 1 Life and Health License. As a registered representative with Kestra Advisor Services, Stallard is also very involved in numerous Texas organizations, including the Dallas Chapter of the National Association of Insurance and Financial Advisors, the Dallas Estate Planning Council, the Dallas Chapter of the Society of Financial Service Professionals, and the Association for Advanced Life Underwriting.
Stallard holds a Bachelor’s in Business Administration, Finance, and Economics from the University of Texas in Austin, as well as a Master’s of Business Administration and Finance from the University of Utah. An avid nature enthusiast, Stallard and his wife, Katrin, are passionate about boating, fishing, whitewater rafting, cycling, hunting, and generally enjoying the great outdoors.
William P. Richardson, Wealth Management Advisor, brings decades of financial wisdom to Texas Financial Partners. His extensive background in comprehensive planning encompasses small business continuity, wealth transfer strategies, estate planning, and long-term disability.
Richardson entered the world of life insurance in 1987, with a focus on advanced wealth transfer strategies. In 2002, he joined Whitley Penn Financial LLP as a wealth management advisor. Richardson is accredited as a Chartered Life Underwriter, a Certified Family Business Planning Specialist (The American College), and a Mutual Funds and Variable Annuities Representative (Series 6). In addition, he holds a Uniform Securities Agent State Law License (Series 63). As a past board member and officer for The Big Brothers and Big Sisters Organization of Tarrant County and past president and chairman of the board at Ridglea Country Club, Richardson currently serves as a member of the TCU’s Lettermen’s Association and the Envoy Hospice Foundation.
Richardson graduated from Texas Christian University in 1985 with a degree in Business Management—while lettering in golf. In his free time, Richardson enjoys golfing with friends, traveling with family, and rooting his daughter on during volleyball and cheerleading events at school. He and his wife, Alicia, have two children.