Our Team

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 Spark.

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 has taught 1^st grade in Plano since 1995. He enjoys spending time with family, friends and his dog Nemo. As well as staying busy with home improvement projects.

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.

Born and raised in Dallas, TX, David graduated with a Bachelor of Business Administration in Energy Commerce from Texas Tech University, where he was also the captain of the drumline. David has worked as a consultant and analyst in the oil and gas industry, as well as in the music industry and in tax consulting. Prior to joining the team, he was an investment analyst at a private family office. David holds his Series 65 (Uniform Investment Advisor) and Series 7 (General Securities Representative) licenses.

David resides in Plano with his wife Rachel and daughters McKenna and Lorelai. He enjoys playing guitar and spending time with his family.

Michelle is an accomplished Administrative Assistant with a background in family law and the financial industry. She began her career as a Legal Secretary in Las Vegas, Nevada, where she developed strong organizational and administrative skills within the legal field. After relocating to Dallas, Texas, Michelle successfully transitioned into the financial sector, where she continues to demonstrate excellence, adaptability, and professionalism. 

Outside of work, she enjoys spending time with her family and friends, caring for her cat, and attending concerts.