We believe that a meaningful connection between our team members and our clients is the bedrock of a successful financial planning relationship. Take a closer look at the collective knowledge and varied backgrounds, life experiences, and interests that allow Strategic Financial Planning to function as a cohesive unit to benefit our clients.
Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP®) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. He began his financial career with Fidelity Investments in 1993.
Strategic Financial Planning continues to grow through referrals from existing clients and other professional advisors. The firm focuses on creating mutually beneficial, life-long relationships with its clients.
Bryan is frequently interviewed and has appeared in local and national magazines, newspapers and journals including The Wall Street Journal, Investors Business Daily, CNNfn, USA Today, Smart Money, Kiplingers, Financial Planning Magazine, The Dallas Morning News, Dow Jones Newswire, theStreet.com, has appeared on WFAA Channel 8 News, and has been named one of Dallas’ Best Financial Planners* in D Magazine every year since inception.
* PLEASE SEE Limitations
Bryan is an avid pickleball player and a PPR Certified Pickleball Coach. He is also actively involved and has served on the Boards of several associations and charities including:
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Josh Morris serves as a financial planner with Strategic Financial Planning. With over 11 years of industry experience, Josh is passionate about developing relationships with clients, learning about their dreams, and helping them reach their goals.
Josh graduated summa cum laude from Oklahoma Christian University with a Bachelor of Business Administration in Accounting and started his career at Ernst & Young LLP, where he focused his efforts on high-net-worth individuals and their closely-held businesses before transitioning to wealth management.
Josh is a CERTIFIED FINANCIAL PLANNER™ Professional, a Texas CPA, and holds the Personal Financial Specialist (PFS) designation from the AICPA. Josh is a long-term member of both the AICPA and the Texas Society of CPAs, has been recognized as a Five Star Wealth Manager, and in 2020 was recognized as a recipient of the AICPA Standing Ovation Award*.
* PLEASE SEE Limitations
Josh serves on the Texas Society of CPAs Professional Ethics Committee, is involved with the North Dallas community through his church, and also supports the Village of Hope in Ghana, Africa. Outside of these activities, Josh enjoys spending time with family and friends, cooking, traveling, hiking with his dog Maya, and playing the sax. He is happiest spending time with his wife Lindsey raising their son Ryan.
David Tenerelli serves as a financial planner with Strategic Financial Planning. Although the path that led him to the SFP team was somewhat unorthodox – having begun his professional career as a music educator in the North Dallas area – he shares SFP’s passion for client-centered, fee-only, fiduciary financial life planning.
While the educational pursuits of his students during his teaching career provided for many rewarding experiences, it was the relationships that David developed with those students and their families that provided him the deepest gratification. He takes pride in seeing former students go on to lead meaningful lives of purpose, and he feels the same sense of fulfillment from helping the clients of Strategic Financial Planning align their money with their values.
* PLEASE SEE Limitations
Through volunteering, impact investments, and donations, David and his family are supporters of the arts, regenerative agriculture and agroecology, public media, Charity: Water, Mighty Earth, and FARE (Food Allergy Research and Education).
David enjoys music (especially jazz), exercise, cooking, and spending time outdoors with family and friends.
Valerie Carpenter serves as an Associate Financial Planner with Strategic Financial Planning. Valerie was initially fascinated by the personal relationships that are built and strengthened through the art of financial planning, and she graduated summa cum laude from Texas Tech University’s esteemed Personal Financial Planning program in May 2022. She is passionate about helping others devise how to best use their financial resources to live their best life.
While at Texas Tech, Valerie also completed her Bachelor of Arts in Spanish. Her interest in the language and culture began while attending a dual immersion magnet program at her high school in her hometown of Richmond, Virginia. She believes language is the gateway to connection and appreciates the unique ability to communicate with a variety of different people.
Valerie passed the CFP® exam on her first try and is now completing her experience requirement to become a CERTIFIED FINANCIAL PLANNER™ professional.
As a student, Valerie served as a peer financial coach with Red to Black Peer Financial Coaching, where she helped educate fellow students about credit, loans, and budgeting. In addition, she helped students experiencing unexpected financial crises to locate local resources and develop a plan for financial stability. This invaluable experience solidified her passion for financial planning and the fulfillment that comes from helping others. Valerie also served as an Ambassador for the Texas Tech Honors College, where she met with prospective students and their families to promote the Honors College experience.
As a new resident of DFW, Valerie enjoys exploring new restaurants and shops around the area. She hopes to get a Maltipoo companion soon, and in her free time, you can find her traveling, reading, shopping, or attending country music concerts.