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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® 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 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:

  • 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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JD Pritchett, CFP® Photo JD Pritchett, CFP® Hover Photo
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JD Pritchett, CFP®

JD Pritchett serves as a Financial Planner with Strategic Financial Planning. After graduating from Texas Tech University with goals of working in healthcare, JD realized his passion lay elsewhere. A bit of soul-searching led him to his true calling – to work with people and help them navigate their life journey and the complexities of wealth.

JD brings years of planning experience with him to Strategic Financial Planning. He believes that people come first and that the most technically sound financial plan means nothing if it is not communicated effectively. JD enjoys building trust and developing relationships with clients, and he is always looking to learn new things and improve his craft in any way he can.

JD is a CERTIFIED FINANCIAL PLANNER ® professional.


* PLEASE SEE Limitations

Education

  • Texas Tech University - M.S. Personal Financial Planning
  • Texas Tech University - Bachelor of Science Mathematics
  • Texas Tech University - Bachelor of Science Economics
  • Texas Tech University - Bachelor of Science Biochemistry

Personal & Philanthropy

JD was born and raised in Texas. After a brief stint living in Oregon, he is thrilled to be back. Nowadays, JD can be found spending most of his time with wife, Megan, and their young son, Hayes. He also enjoys staying active by playing basketball, soccer, running, and backpacking whenever he can, and he enjoys trying new restaurants, visiting wineries and breweries, and attending Texas Tech sporting events.

As a student, JD volunteered at the University Medical Center Cancer Center in Lubbock, TX. He also participated in a program that helped veterans access to free financial planning services through the university. These experiences cemented in JD a passion for working with people.

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER® Professional
  • National Association of Personal Financial Advisors (NAPFA) member
  • FPA Residency Class of 2018
Valerie Carpenter, CFP® Photo Valerie Carpenter, CFP® Hover Photo
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Valerie Carpenter, CFP®

Valerie Carpenter serves as a 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 is a CERTIFIED FINANCIAL PLANNER® professional.


Education

  • Texas Tech University - Bachelor of Science in Personal Financial Planning, summa cum laude 
  • Texas Tech University - Bachelor of Arts in Spanish, summa cum laude 

Personal & Philanthropy

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 resident of Fort Worth, Valerie enjoys exploring new restaurants and shops around the area. She has a Cavapoo, Milo, and in her free time, you can find her traveling, reading, shopping, or attending country music concerts at Billy Bob’s. 

Credentials, Awards, & Affiliations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Recipient of the Quest Capital Management, Inc. Merit Scholarship in Honor of E.W. “Woody” Young, CFP® 
  • 2021 FPA Challenge Team 1st Place Winner
  • TD Ameritrade Institutional NextGen Scholarship Winner 
  • Financial Planning Association Member