Trey Touchstone is the President, Director of Investment Management, and Chief Compliance Officer at Lifeway Financial Corporation. Trey is also a shareholder.
Trey is responsible for directing the ongoing research and analysis of security markets, investment sectors, and investment innovations. Trey is also responsible for the ongoing management of client investment portfolios and wealth management needs.
Trey holds the Chartered Financial Analyst® designation and is a member of the CFA Institute®. He also received a Certificate in Quantitative Finance. As an Enrolled Agent, Trey is a federally authorized tax practitioner with unlimited practice rights before the IRS. Trey received a Bachelor of Business Administration degree with majors in Finance, Accounting, and Economics from Texas Tech University.
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 Chapter. He is currently a member of the Texas Tech Personal Financial Planning Alumni Advisory Board.
David T. Brunson is the Founder 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™, Collaborative Divorce 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.
Lacey Garcia is an outside consultant in the area of Operations for Lifeway Financial Corporation.
Before starting her consulting business, Lacey was a shareholder and Director of Operations for Lifeway Financial Corporation. Lacey 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™.
Tyler is an Investment Analyst for Lifeway Financial Corporation. In his role, Tyler implements investment strategies and collaborates on investment decisions. He provides research and analysis for investments, markets, and the economy. He also works alongside clients and helps manage client portfolios.
Tyler is a Chartered Financial Analyst® and a member of the CFA Institute®. He has a Master of Investment Management and Financial Analysis from Creighton University and a Bachelor of Science in Agricultural and Applied Economics from Texas Tech University.
Tristan is a Financial Planning Associate for Lifeway Financial Corporation.
In his role Tristan is primarily responsible for working with employees and outside professionals to gather information and support the financial planning process.
Tristan Graduated in December of 2019 with a Bachelor of Science in Personal Financial Planning from Texas Tech University. He is currently working towards earning his CERTIFIED FINANCIAL PLANNER™ designation.