Gary W. Stallard
Founder, Texas Financial Partners
Founder, Stallard Financial Strategies
"Client relationships come in all shapes and sizes. The most important element I bring to the table is objectivity. Objectivity means I will give sound advice and I’m not afraid to challenge assumptions or conclusions."
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.