Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
H. Daniel Lovelace, AAMS®, RFC®
Owner/President
A native Texan originally from Kerrville, Dan holds a Bachelor of Business Administration in Finance & Economics from Texas Tech University. With more than 25 years in the financial industry and has earned the Accredited Asset...
Leslee Walker
Client Liaison, Registered Sales Assistant
Leslee Walker supports the firm's operations, with responsibilities including client meetings and events in the Houston and surrounding areas. In previous roles, Leslee served as a mutual fund wholesaler in south Texas and southern...
Michael T. Jones
Investment Advisor Representative