David T. Brunson is the President of Lifeway Financial Corporation.
David is a CERTIFIED FINANCIAL PLANNER™ Certificant, a Chartered Financial Analyst®, and a Certified Divorce Financial Analyst® and is a member of the Financial Planning Association, the CFA Institute®, the Institute for Certified Divorce Financial Analysts™, the Collaborative Law Institute of Texas and the International Academy of Collaborative Professionals.
David holds a Bachelor of Science degree in Mechanical Engineering from Texas Tech University and a Master of Business Administration degree with a concentration in Finance from the University of Texas at Arlington. He also holds a Graduate Studies Certificate in Alternative Dispute Resolution from Southern Methodist University.
In his role, David is responsible for directing the planning and investment efforts on behalf of the firm. David has over three decades of experience in both the financial planning and investment management fields.
Lacey Garcia is the Chief Compliance Officer and Operations Director with Lifeway Financial Corporation.
Lacey oversees all compliance for the firm. She is responsible for working directly with clients in the operations area as well as for the ongoing maintenance and innovation of the company’s client management system.
Lacey is a CERTIFIED FINANCIAL PLANNER™ Certificant and a Certified Divorce Financial Analyst®. Lacey holds a Bachelor of Science degree in Human Development and Family Studies and a Master of Science degree in Personal Financial Planning from Texas Tech University. Lacey is a member of the Financial Planning Association and the Institute for Certified Divorce Financial Analysts™.
Trey Touchstone is the Director of Investment Management at Lifeway Financial Corporation.
Trey holds the Chartered Financial Analyst® designation and a Certificate in Quantitative Finance. He is a member of the CFA Institute®.
Trey holds a Bachelor of Business Administration degree with majors in Finance, Accounting and Economics from Texas Tech University. In his role, Trey is responsible for the ongoing research and analysis of security markets, investment sectors and investment innovations. Trey is also responsible for supporting the ongoing management of client investment portfolios and wealth management needs.
Dallas McKee is the Director of Financial Planning with Lifeway Financial Corporation.
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 in Personal Financial Planning degree 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 Chapter.
In his role, Tyler provides support in the maintenance of effective investment management and compliance processes within the company. He also supports in the implementation of investment strategy and decisions.
Tyler earned his Bachelor of Science Degree in Agricultural and Applied Economics from Texas Tech University. He is currently working towards his Masters of Investment Management and Financial Analysis at Creighton University. Tyler recently passed Level II of the CFA exam and will sit for Level III next year.