Our advice is based on a deep understanding of your entire financial picture as we act as your trusted professional to bring together all aspects of your personal finances to develop your comprehensive plan. At GS Wealth Management, our comprehensive solutions exemplify our promise of stewardship including:
- Understanding the details of your total financial situation in effort to achieve both short and long term goals.
- Creating and managing a diversified, appropriate investment portfolio from the broadest set of product choices, unbiased by the source or structure of the investment product.
- Collaborating on decisions that affect your overall wealth management plan, including estate plans and trusts, insurance, real estate, legacy and charitable giving, limited partnerships, and more.
- Providing periodic and consistent monitoring and review of progress towards achieving your goals.
- Communicating with you on both a scheduled and as needed basis to review progress and synchronize your plan with new information.
Note: Some services, such as Estate Planning, Insurance Reviews, among others, are provided in collaborations with strategic partners. These partners are highly specialized in their area of financial and wealth management.
At GS Wealth Management, our team of professionals is committed to going the extra mile for our clients. We are:
Steven A. Gundy, Founder / Managing Partner
As a graduate of J.J. Pearce High School in Richardson, TX, Steven continued his education at The University of Texas at Dallas, graduating Cum Laude with a Bachelor of Science in Business Administration.
Steven has been working as an Investment Advisor Representative in Dallas since 1999. His professional investment related licenses include the Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor). He also serves on the Board of Directors, Investment Committee (ALCO) and Loan Committee for a local community bank.
Steven resides in Plano with his wife Shanie, their two daughters, Sydney and Shea, and their dog Merlot.
Arthur D. Salmon IV, CFP® / Partner
Arthur began his finance career with the Irving, TX based broker / dealer H.D. Vest as a financial planning consultant in 1995 after graduating with a BS in Finance from Louisiana State University. He continued his career as a mutual fund, annuity, and separate accounts wholesaler for John Hancock Funds and has also held positions at Fidelity Investments, Farmers Financial Solutions (the investment broker/dealer for Farmers Insurance) and BBVA Compass Investment Solutions. In 2009 Arthur completed the CFP® Certification Curriculum, and in January of 2010 became a board Certified Financial Planner (CFP®). Arthur also holds the FINRA Series 7, 63, 24, 65 and 51 securities licenses in addition to the Texas life and health insurance license.
Arthur lives in Frisco with his wife Jennifer who teaches 1st grade in Plano. He enjoys spending time with family, friends and his two dogs Koda and Nemo and staying busy with home improvement projects.
Kelly Kunst, CFP® / Partner
Kelly Kunst completed her bachelor degree in education in 1992, and taught in both private and parochial schools for seven years. While teaching, she earned the Kohl Fellowship in Wisconsin for excellence in education. She transferred those teaching skills to her former career in medical sales, and now brings them to the field of wealth management. Kelly began her financial services career at Mass Mutual in 2009, and went on to serve clients at D.R. Saur Financial before joining the GS Wealth Management team in September of 2015. Kelly completed the CFP® coursework in 2014 and became a Certified Financial Planner CFP® in 2014 as well. Kelly holds the following FINRA licenses: Series 6 (Investment Company and Variable Contracts Products Representative), Series 62 (Corporate Securities Representative), Series 63 (Uniform Securities Agent), Series 65 (Uniform Registered Investment Adviser ), Series 7 (General Securities Representative), and Series 22 (Direct Participation Programs) as well as the Group 1 (Texas life and health insurance license). Kelly founded and chairs Your Executive Symphony, an educational forum dedicated to the privately held business sector.
Kelly resides in Las Colinas Texas with her husband Howard and her two rescued dachshunds Chocolate and Nilly.
Gal Perlmutter, Associate Vice President - Austin
Gal Perlmutter graduated with a Bachelor of Business Administration from Texas Tech University in 1995. From 1995 to 2005 Gal held various account management and business development positions in corporate America.
In 2005 Gal began working as a financial advisor for Morgan Stanley, and after 12 years decided to move his practice to GS Wealth Management. Gal is focused on helping clients develop their financial goals and creating a plan to achieve them. His commitment to this mission is defined by three core principles: a consultative process to better understand clients’ values, goals, and priorities; distinctive capabilities for clear and approachable investment framework that is research-based, risk-managed and is tied to each client’s stated goals and needs; lastly service excellence with on-going monitoring and communication helping clients staying focused on their goals and allowing flexibility as their needs change.
Gal holds his Series 7 license (General Securities Representative), Series 66 (Combined Investment Advisory Agent & Uniform State Exam), Series 31 (Managed Futures and Commodities), and Group 1 license (Insurance).
Gal and his wife Jen live in Austin, TX and have been married for 18 years. They have three very active boys (Jared, Josh, and Jordan). They like to spend most of their time enjoying the outdoors or watching their kid’s sports events. Gal enjoys golfing, reading, hiking, biking, tennis, and swimming.
Howard B Watkins III, Associate Vice President
Howard Watkins, born in California and raised in Arkansas, attended the University of Arkansas as a member of the Pi Kappa Alpha fraternity and majored in Finance. After college he moved out to California where he obtained is brokerage license in 1989. A few years later he moved back to the south and took up residence in Texas.
Howard resides in Dallas with his wife, Dianne. They have two adult sons and a beautiful German Shepherd, Maximus, whom they adopted in 2013. Howard enjoys fine dining, playing tennis and golf, and going on long walks with Max.
Terrence Fergen, Associate Vice President
Terry was born and raised in Moorhead, MN. In 1991, he graduated from North Dakota State University with a B.S. degree in Industrial Engineering & Management. Terry continued his education and, in 1998, he graduated from the University of Texas - Dallas with an M.A. degree in International Management. By 2003 Terry received his Secondary Math Teaching Certificate from UTD. Terry has 10 years of experience as an independent financial representative.
Terry resides in Frisco with his wife, Haley, and children Joseph (17), Nicholas (4), and Nina (1).
Veyenise “V” De La Rosa, Office Administrator / Assistant to Steven Gundy
Veyenise, or “V” started in the financial industry as a customer service representative on the property and casualty side of insurance. She was soon promoted to assist the vice president of the organization with daily reviews, reports, and property claims. In addition she also ensured that technical issues and questions regarding enforced polices were properly addressed per state law.
“V” joined our team as the Office Manager and Administrator in April of 2014. She resides in Princeton, TX with her husband Joseph, and children Anthony, Joshua, and Isabelle. She enjoys spending time with family and friends, as well as traveling.