CoverProfile

Dallas McKee

Vice President, Director of Financial Planning

Lifeway Financial Corporation

United States, Texas, Plano

About Me

Dallas McKee is the Director of Financial Planning with Lifeway Financial Corporation. Dallas is also a shareholder. In his role, Dallas works directly with clients to implement and maintain all aspects of a client’s financial plan. Dallas is also responsible for the ongoing innovation and development of financial planning solutions for Lifeway clients. Dallas is a CERTIFIED FINANCIAL PLANNER™ Certificant. Dallas holds a Bachelor of Business Administration degree in Marketing and a Masters of Science degree in Personal Financial Planning from Texas Tech University. Dallas is a member of the Financial Planning Association and formerly sat on the Board of Directors for the Dallas Fort-Worth Ch
View more

Profile Information

Vice President, Director of Financial Planning

Lifeway Financial Corporation

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

May 15, 2024

More profiles to browse

Profile Photo
Tyler Teter
Investment Portfolio Manager
DB
David Brunson
Founder / Consultant
TT
Trey Touchstone
President, Director of Investment Management and Chief Compliance Officer

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
RD
Russ Degitz
Principal
Huntington University