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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.


* PLEASE SEE Limitations

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
  • 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. 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

Education

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

Personal & Philanthropy

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.

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • CPA in the State of Texas
  • Personal Financial Specialist (PFS) designation from the AICPA
  • American Institute of Certified Public Accountants member
  • Texas Society of Certified Public Accountants member
  • Five Star Wealth Manager *
  • AICPA's Personal Financial Planning (PFP) Standing Ovation Award recipient, 2020 *
David Tenerelli, CFP® Photo David Tenerelli, CFP® Hover Photo
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David Tenerelli, CFP®

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, productive lives, and feels the same sense of fulfillment from helping the clients of Strategic Financial Planning achieve their goals.


* PLEASE SEE Limitations

Education

  • Kansas State University - M.S. in Financial Planning, Summa Cum Laude
  • University of Georgia - CFP® Certification Coursework
  • University of Michigan - Bachelor of Music, Summa Cum Laude

Personal & Philanthropy

David and his wife are ardent supporters of the arts, Charity: Water, 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
  • Money Quotient® Ken Gillaspie Legacy Fund Fundamentals of True Wealth Scholarship Winner *
  • FPA Residency Class of 2017
  • Financial Planning Association member
  • FPA DFW NexGen Gathering Scholarship Winner *
  • FPA DFW E.W. Woody Young CFP® Exam Scholarship Winner *
Martin Smith Photo Martin Smith Hover Photo
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Martin Smith

Martin Smith serves as a paraplanner with Strategic Financial Planning, Inc. Martin brings her knowledge and expertise to assist financial planners at SFP in customized plan development tailored for each client. 

Martin believes you must consider all aspects of a person’s life to truly deliver effective financial planning services. She feels to accomplish this you must have precise goal setting, accurate analyses, and ongoing monitoring so that adjustments can be incorporated over time when internal and external changes occur. Prior to joining SFP, Martin worked for other independent financial services firms in the Birmingham, Alabama area.  

Martin received a Bachelor of Science in Human Environmental Sciences and went on to earn a Master of Science in Human Environmental Sciences with a concentration in Family Financial Planning & Counseling from The University of Alabama. While attending graduate school, Martin served as a Graduate Teaching Assistant which allowed her to teach financial planning basics to undergraduates, as well as middle school students for the college’s summer program, Camp Cash.

Education

  • The University of Alabama - Bachelor of Science in Human Environmental Sciences, cum laude 
  • The University of Alabama - Master of Science in Human Environmental Sciences with a concentration in Family Financial Planning & Counseling 

Personal & Philanthropy

Martin has been involved with various business and non-profit organizations in the Birmingham area: 

  • American Heart Association Young Professionals Board, 2012-2014
  • Career Development Director of the Birmingham Chapter of the Financial Planning Association, 2012-2013
  • President of the Junior Board of Special Equestrians, 2011-2012
  • Mentor for Samford Brock School of Business, 2011-2012

Martin enjoys spending time with her husband, Zac, and their two children, when she is not working. They are members of their local community church where they volunteer frequently. Her family enjoys all outdoor activities and attending musical performances. Martin is also a contributing writer for Birmingham Mom Collective.

Credentials, Awards, & Affiliations

  • Master Financial Planner™ AAFM ® Charter, American Academy of Financial Management
  • Registered Financial Specialist™ AAFM ® Charter, American Academy of Financial Management