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 Spark.