About Us

About Us

Elite Financial Management was founded in 2004 by President and Financial Consultant, William (Bill) Dendy, JD, MBA, CPA, PFS, CFP®, CLU, CDFA. 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 24 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 1996-2015, based on total revenue.

Our Team

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

Bill Dendy

Bill Dendy
President/Financial Consultant
JD, MBA, CPA, PFS, CFP®, CLU®

Tom Stephens

Tom Stephens
Financial Consultant

Lance Ingram

Lance Ingram
Financial Consultant

Amulet Wang

Amulet Wang
CPA/Wealth Manager Assistant

Kibb King

Kibb King
Client Relationship Manager

Ginger Stallings

Ginger Stallings
Administrative Assistant

Lisa Nolley, JD

Lisa Nolley
Branch Operations Manager
JD

Cecil Ross

Cecil Ross
Wealth Manager

Katherine

Kathryn Griffith
Director of Business Services

Kim

Kim Montgomery

Marketing Manager

Chloe

Chloe Wang

Operations Assistant

Meka

Meka Galloway

Director of Client Services