Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Our Mission

Since 1993, D.R. Saur Financial has been faithfully serving clients and helping them achieve financial peace of mind built upon three pillars:

Investments

Service

Integrity

Our Core Values

Deliver what we promise

Exemplify pride in all we do

Create an incredible experience

Be fully engaged

dan

DANIEL SAUR Senior Financial Advisor, President, Principal

Dan is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

During his second year in college, Dan earned his commercial pilot’s certificate and became a Certificated Flight Instructor. During his third and fourth years in college, Dan taught ground school, gave flight lessons and worked as an airline transport pilot. But, ultimately, Dan decided to pursue a career in investments and financial planning. He launched D.R. Saur Financial in 1993.

Dan has passed the Series 2 and 63 securities exams and holds life, health and HMO insurance licenses in Texas, California and South Carolina. He is registered as an Investment Adviser Representative. He has a Bachelor of Applied Arts and Science from Stephen F. Austin State University and a Master of Theology from Dallas Theological Seminary. Dan has been quoted in The Dallas Morning News.

Dan has been married to his wife, Lisa, since 1995. They grew up in the same church, so when the couple got married, they’d already known each other for 21 years.

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mike

MICHAEL WELCH Senior Financial Advisor, Vice President

Michael joined D.R. Saur Financial in 2006 after serving as a senior product planner at Fujitsu for seven years. He truly enjoys helping clients embrace their financial well-being.

Michael has passed the Series 65 securities exam and holds life, health and HMO insurance licenses in Texas. He is registered as an Investment Adviser Representative.

Michael has a bachelor’s degree from Baylor University, where he was captain of the football team for three years and a two-time Academic All-American. As a safety on the Baylor team, Michael still holds the school record for most career interceptions of any player. What’s more, he has been inducted into the Texas high school football hall of fame as well as the Baylor Football Hall of Fame.

Michael also has an MBA from the University of North Texas.

He is married and has three sons.

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haley

Haley richards
rodriques, CFP® Director of Practice Operations

Haley joined D.R. Saur Financial in 2012. She previously served as a deposit operations clerk at Vista Bank and a junior financial advisor/client services manager at Efficient Wealth Management.

Haley has passed the Series 65 securities exam and has earned her CERTIFIED FINANCIAL PLANNER™ designation. She has bachelor’s and master’s degrees in personal financial planning from Texas Tech University.

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matthew

MATTHEW WOLFE,
CFP®, CKA® Financial Advisor

Matthew joined our firm in 2016 and helps clients develop their financial road map. He previously served as a client analyst for Markit, an insurance claims adjuster at Zurich North America and a data entry specialist at JP Morgan Chase & Co.

Matthew has passed the Series 65 securities exam and holds life, health and HMO insurance in Texas. He is registered as an Investment Adviser Representative. He has a Bachelor of Business Administration in finance from the University of North Texas and a Bachelor of Biblical Studies from Charis Bible College.

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amy

Amy WalleyFinancial Planning Associate

Educational Background and Business Experience

Years at D.R. Saur Financial, Inc.: 7 Years

Formal education:

  • Stephen F. Austin State University – 2009 - BBA, Finance

Business background:

  • FCA Corp. (05/08-11/11)

Senior Financial Planning Associate

  • D.R. Saur Financial, Inc. (12/11 to present) – Financial Planning Associate

Exams taken:

  • Uniform Investment Advisor Law Exam, Series 65, October 2009
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lisa

Lisa SaurBusiness Consultant, Principal

Years at D.R. Saur Financial, Inc.: 20 Years

Formal education:

  • University of North Texas – 1991 -- BFA

Business background:

  • R. Saur Financial, Inc. (9/98 to present)

Exams taken:

General Lines Agent, Life, Accident, Health, HMO, June 1997

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karen

Karen WhiteGeneral Manager

Educational Background and Business Experience

Years at D.R. Saur Financial, Inc.: 8 Years

Formal education:

  • Dallas Baptist University – 2006 -- MBA
  • Dallas Baptist University – 2004 -- BS

Business background:

  • D.R. Saur Financial, Inc. (3/10 to present)
  • First Baptist Church of Coppell, Texas (1976-2008)

 

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sundina

Sundina PalmerTransfer Administrator

Educational Background and Business Experience

Years at D.R. Saur Financial, Inc.: 1 Year

Formal education:

  • Franklin University
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jamie

Jamie bernardOffice Administrator

Jamie Bernard graduated in 2005 from the University of Oklahoma with a degree in international and area studies. She taught middle school and high school for 13 years before joining D.R. Saur Financial in 2018.

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Louise Cochran_high res-2

Louise CochranAdvisor Assistant

Educational Background and Business Experience

Years at D.R. Saur Financial, Inc.: 6 months

Formal education:

  • Southwest Graduate School of Banking at SMU – 1985-1987
  • Graduate studies at University Texas at Dallas
  • Monmouth University – 1973 – BA

Business Background:

  • D.R. Saur Financial, Inc. (8/19 to present)
  • JP Morgan Chase (1989-2018)
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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 800.347.0835