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Your Team 

At Your Service

Meet Our People

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, CFP®, MBA Photo Bryan Lee, CFP®, MBA Hover Photo
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Bryan Lee, CFP®, MBA

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.

Education

  • MBA in International Finance, University of North Texas
  • Bachelor's in Finance, University of North Texas

Personal & Philanthropy

Bryan is actively involved and has served on the Boards of several associations and charities including past President and then Chairman of the Dallas/Fort Worth Chapter of the Financial Planning Association, National Association of Personal Financial Advisors, Family Services of Plano, CITY House Board of Directors President, Editorial Review Board of the Journal of Financial Planning, Keep Plano Beautiful community volunteer and Junior Achievement Volunteer Teacher.

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Five Star Wealth Manager
  • Named a D Magazine Best Financial Planner every year running
  • National Association of Personal Financial Advisors (NAPFA) member
  • Financial Planning Association member and past president of DFW chapter
  • Sudden Money® Institute, Advanced Advisor

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Josh Morris, CPA/PFS, CFP® Photo Josh Morris, CPA/PFS, CFP® Hover Photo
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Josh Morris, CPA/PFS, CFP®

Josh Morris serves as a financial planner with Strategic Financial Planning and is passionate about developing relationships with clients, learning about their dreams, and helping them reach their goals.

Josh has over six years experience in the financial services industry in accounting, tax, and wealth management. While staring his career at Ernst & Young LLP, he focused his efforts on high net worth individuals and their closely held businesses but realized he wanted to do more for his clients than strictly accounting and tax and estate planning. Josh joined Tolleson Wealth Management as an Analyst serving several high-net-worth clients and became the Chief Financial Officer at Strait Capital Company, where he also served as the CFO of a large, Dallas-based family office. 

Education

  • Oklahoma Christian University - Bachelors of Business Administration in Accounting, Summa Cum Laude
  • Southern Methodist University - CFP® Certification Coursework

Personal & Philanthropy

Josh is happily married to his wife Lindsey, and enjoys spending time with family and friends, traveling, exercising, and playing the sax. Josh is involved with the North Dallas community through his church and also supports the Village of Hope in Ghana, Africa.

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • CPA in the State of Texas
  • Personal Financial Specialist designation from the AICPA
  • American Institute of Certified Public Accountants member
  • Texas Society of Certified Public Accountants member
David Tenerelli, CFP® Photo David Tenerelli, CFP® Hover Photo
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David Tenerelli, CFP®

David Tenerelli serves as an Associate 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, productive lives, and feels the same sense of fulfillment from helping the clients of Strategic Financial Planning achieve their goals.



Education

  • Kansas State University - Master's in Financial Planning (2020 - projected)
  • University of Georgia - CFP® Certification Coursework (2017)
  • University of Michigan - Bachelor of Music, Summa Cum Laude (2008)

Personal & Philanthropy

David and his wife are ardent supporters of the arts, The Navigators, and FARE (Food Allergy Research and Education). 

David enjoys music (especially jazz), travel, exercise, cooking, and spending time with family and friends, especially if it involves watching University of Michigan athletics.

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Financial Planning Association member
  • FPA Residency Class of 2017