Gary W. Stallard

Founder, Texas Financial Partners
Founder, Stallard Financial Strategies

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"Client relationships come in all shapes and sizes. The most important element I bring to the table is objectivity. Objectivity means I will give sound advice and I’m not afraid to challenge assumptions or conclusions."


  • Stallard Financial Strategies, Inc., formed 1979, advising family offices, high net worth family groups and closely held businesses
  • Focus on Executive Benefits consulting for private and public companies and Estate Liquidity planning for private business owners and affluent families
  • Developed alternative funding methods and other creative planning tools to optimize clients’ wealth transfer and philanthropic planning


  • Bachelor of Business Administration, Finance and Economics, University of Texas at Austin
  • Masters of Business Administration, Finance, University of Utah


  • Chartered Life Underwriter
  • Uniform Securities Agent State Law License (Series 63) 
  • Group 1 Life & Health License
  • Registered Representative with NFP Advisor Services

Professional Leadership

  • Dallas Chapter of the National Association of Insurance and Financial Advisors
  • Dallas Estate Planning Council
  • Dallas Chapter of the Society of Financial Service Professionals
  • Association for Advanced Life Underwriting
  • Million Dollar Round Table’s Top of the Table


  • Gary and Katrin have an affinity for the great outdoors, and in his leisure time Gary can be found boating, fishing, whitewater rafting, cycling, hunting, and enjoying all that nature has to offer.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

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