As with many great stories, ours began with a couple of friends with a dream. Way back in 1982 Sammy Dean and Danny Matthews began their careers in the financial sector. They shared the belief that when people had better financial education, they could understand their finances better and make informed decisions. By 1993, they formalized their partnership and formed Sound Financial Strategies Group.
Welcome to Sound Financial
People, philosophy,
and platform.
We strive to be excellent stewards of what our clients have entrusted to us. It is important to understand WHY we operate the way we do.
Who We AreOur TeamWhat We Do
We strive to be excellent stewards
of what our clients have
entrusted to us.
It is important to understand WHY we operate the way we do.
It can’t all just be for earthly gain, so what really drives us at Sound Financial?
Meet the Leadership
Different personalities moving
in the same direction.
Since 2004 Chris has been helping clients manage their assets and plan for retirement. This pursuit of serving clients and planning for their futures has led him to his current role as Managing Partner and CEO of Sound Financial Strategies Group. In these roles he has led the firm into the future as they grow in both profit and purpose, and find new ways to serve clients, to make a generational impact.
Chris studied accounting at Arkansas State University and graduated from the University of Mississippi. He received an MBA from Mississippi College, and studied finance at King’s College in London. Chris has completed course work through the College of Financial Planning.
Chris is passionate about his faith and family and enjoys spending time pursing both! He also enjoys reading, hunting, exercise, and being outdoors. Chris serves at his church as a deacon, teacher, and committee leader, as well as a volunteer chaplain at a state prison. Recently, Chris has been working with Gospel centered economic development opportunities that are designed to serve those in poverty.
Joel has been a leader at Sound Financial since 2009. After graduating from Mississippi State University with a degree in Risk Management, Insurance, and Financial Planning, Joel began a career of asking “why and how”. A shift change in the financial advisory industry began a few years back, Joel led the charge in transitioning a 24-year-old IBD firm into a hybrid Registered Investment Advisor. These “why” questions, have led others in our industry to ask “how”. Joel has not only led change at Sound Financial, but also assisted 7 other firms across the country to make similar transitions.
Now as a Partner and the Chief Operations Officer of Sound Financial, Joel leads our team to provide the best operational tools and technology available in our industry. Joel is continuing to ask “why” in ways the firm can be more transparent with our clients and establish strategic partnerships that allow Sound Financial to provide more control for the firm and a better experience for our clients.
Joel and his family are active members at their church where Joel serves as as deacon. He enjoys hunting, fishing and pretty much anything else that involves being outdoors.
Danny is co-founder of Sound Financial Strategies Group and is a Certified Financial Planner® practitioner. He and Sammy Dean founded SFSG in 1993 with the desire to provide financial education to the general public and extraordinary client service. This company philosophy still holds true today.
Danny also serves as Chief Compliance Officer for Sound Financial and has the responsibility of keeping the entire office in compliance with FINRA and SEC regulations and procedures. He strives each day to keep informed of the technical requirements our clients must follow in order to properly implement their long term financial goals. “Keeping up to date with the changes affecting our clients is never ending, yet crucial to providing the kind of service our clients deserve."
Danny serves in his local church where he and his family are active members. He is an avid golfer and enjoys hunting, traveling and spending time with friends and family. He also holds a Private Pilot's license.
Sammy is co-founder of Sound Financial Strategies Group (SFSG). He and Danny Matthews founded SFSG in 1993 with the desire to provide financial education to the general public and extraordinary client service. This company philosophy still holds true today.
Sammy serves as a leader in business development and mentoring our advisors. Sammy has over 35 years of experience educating clients and building relationships in our industry. Sammy’s greatest asset is his ability to listen, understand, and help educate clients and advisors alike. This gift has led Sammy to teach thousands people through financial educational seminars over the years and help build Sound Financial into the firm we are today!
Sammy spends his free time with his wife, Jana and their grandchildren, David Cole and KK. When Sammy isn’t mentoring financial advisors or building client relationships, you’ll find him hunting or traveling the world.
Clint serves as the Lead Investment Strategist for Sound Financial and is also the Co-Founder of WealthShield. Clint has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis.
Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President.
Since 2004 Chris has been helping clients manage their assets and plan for retirement. This pursuit of serving clients and planning for their futures has led him to his current role as Managing Partner and CEO of Sound Financial Strategies Group. In these roles he has led the firm into the future as they grow in both profit and purpose, and find new ways to serve clients, to make a generational impact.
Chris studied accounting at Arkansas State University and graduated from the University of Mississippi. He received an MBA from Mississippi College, and studied finance at King’s College in London. Chris has completed course work through the College of Financial Planning.
Chris is passionate about his faith and family and enjoys spending time pursing both! He also enjoys reading, hunting, exercise, and being outdoors. Chris serves at his church as a deacon, teacher, and committee leader, as well as a volunteer chaplain at a state prison. Recently, Chris has been working with Gospel centered economic development opportunities that are designed to serve those in poverty.
Joel has been a leader at Sound Financial since 2009. After graduating from Mississippi State University with a degree in Risk Management, Insurance, and Financial Planning, Joel began a career of asking “why and how”. A shift change in the financial advisory industry began a few years back, Joel led the charge in transitioning a 24-year-old IBD firm into a hybrid Registered Investment Advisor. These “why” questions, have led others in our industry to ask “how”. Joel has not only led change at Sound Financial, but also assisted 7 other firms across the country to make similar transitions.
Now as a Partner and the Chief Operations Officer of Sound Financial, Joel leads our team to provide the best operational tools and technology available in our industry. Joel is continuing to ask “why” in ways the firm can be more transparent with our clients and establish strategic partnerships that allow Sound Financial to provide more control for the firm and a better experience for our clients.
Joel and his family are active members at their church where Joel serves as as deacon. He enjoys hunting, fishing and pretty much anything else that involves being outdoors.
Danny is co-founder of Sound Financial Strategies Group and is a Certified Financial Planner® practitioner. He and Sammy Dean founded SFSG in 1993 with the desire to provide financial education to the general public and extraordinary client service. This company philosophy still holds true today.
Danny also serves as Chief Compliance Officer for Sound Financial and has the responsibility of keeping the entire office in compliance with FINRA and SEC regulations and procedures. He strives each day to keep informed of the technical requirements our clients must follow in order to properly implement their long term financial goals. “Keeping up to date with the changes affecting our clients is never ending, yet crucial to providing the kind of service our clients deserve."
Danny serves in his local church where he and his family are active members. He is an avid golfer and enjoys hunting, traveling and spending time with friends and family. He also holds a Private Pilot's license.
Sammy is co-founder of Sound Financial Strategies Group (SFSG). He and Danny Matthews founded SFSG in 1993 with the desire to provide financial education to the general public and extraordinary client service. This company philosophy still holds true today.
Sammy serves as a leader in business development and mentoring our advisors. Sammy has over 35 years of experience educating clients and building relationships in our industry. Sammy’s greatest asset is his ability to listen, understand, and help educate clients and advisors alike. This gift has led Sammy to teach thousands people through financial educational seminars over the years and help build Sound Financial into the firm we are today!
Sammy spends his free time with his wife, Jana and their grandchildren, David Cole and KK. When Sammy isn’t mentoring financial advisors or building client relationships, you’ll find him hunting or traveling the world.
Clint serves as the Lead Investment Strategiest for Sound Financial and is also the Co-Founder of WealthShield. Clint has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis.
Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the Market Technicians Association, Inc. and the CFA Society North Carolina, where he currently serves as President.
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As an advisor, you may feel you have achieved a good level of success, but do you sometimes feel as if you’re stuck in the wrong place? Maybe you’re at a firm where you wonder if you’re doing what’s best for the client or what’s best for the firm? Are you forced to compete with the people you sit next to instead of working as a team? It doesn’t have to be that way!
The regulatory changes in our industry will create a clear distinction between advisors that serve the client and those that serve something else. If you’re interested in doing what’s best for your clients, creating a success story for yourself, and making a real difference in other’s lives, there’s a great opportunity for you!
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