Locations: Dallas - Plano - Midland - Las Colinas

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Our Mission

The mission of Elite Financial Management is to provide each and every client with sound, unbiased financial advice, exceptional personalized service and suitable, high quality investments, while maintaining diligence, respect and the client’s best interests at all times.

History

Elite Financial Management was founded in 2004 by President and Financial Consultant, William (Bill) Dendy, JD, MBA, CPA, PFS, CFP®, CLU®. After working in the industry for many years, Bill decided to become an independent advisor and seek to provide the highest quality service to his clients. He has more than 22 years of experience helping others prepare and plan for their retirement.

Elite Financial Management offers clients financial options and recommendations that best fit their specific needs. To better accomplish this, Elite Financial Management selected a broker/dealer that provides diversified financial services and offers cutting edge technology and support. LPL Financial is the largest independent broker/dealer* supporting more than 12,000 financial advisers. Through this partnership, Elite Financial Management is able to offer clients objective financial advice by utilizing independent research and a wide range of investment products.

To learn how we can help you plan for your retirement, call us at 214.239.4715 for a complimentary consultation.

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.

Our Team

Please click on any of our team members below to find out more.


William (Bill) Dendy,
JD, MBA, CPA, PFS, CFP®, CLU®

Tom Stephens
Financial Consultant

Lance Ingram
Financial Consultant

Eric Beitchman
Wealth Manager

Amulet Wang, CPA
Wealth Manager Assistant

Ginger Stallings
Administrative Assistant

Kevin Gravley
Director of Client Services

Lisa Nolley, JD
Branch Operations Manager


Jared Cornelius
Wealth Manager
CFP®

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.