Meet the Leadership

Different personalities moving

in the same direction.

Chris McAlpin

Chief Executive Officer

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 pursuing 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 Holden

Chief Operations Officer

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.

Sammy Dean

Co-founder

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 Sorenson

Lead Investment Strategist

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.

Karl Simmons

CFE’d, Partner

Karl has over 30 years as a Financial Advisor and money management experience. Karl started his career with an investment banking firm and then two Wall Street wirehouses. In 1995 tiring of being encouraged to push proprietary products, Karl opened his own independent firm. Then in 2017 Karl and Sound Financial merged & he manages the Texas office of Sound Financial Strategies Group. He is securities licensed in TX, CA, and SC with an Insurance license in TX. Karl is also a Certified Financial Educator (CFE’d) and has been named a 5 Star Wealth Manager and has been featured in Forbes and Texas Monthly Magazines.

Karl and his wife Elma have three kids and they are active in their local church and are passionate about missions. He is fluent in sign language and is a master diver, enjoys golf, SCUBA diving, martial arts, hunting, camping, and fishing.

Chris McAlpin

Chief Executive Officer

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 Holden

Chief Operations Officer

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 Matthews

Co-founder | Chief Compliance Officer

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 Dean

Co-founder

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 Sorenson

Lead Investment Strategist

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.

Karl Simmons

CFE’d, Partner

Karl has over 30 years as a Financial Advisor and money management experience. Karl started his career with an investment banking firm and then two Wall Street wirehouses. In 1995 tiring of being encouraged to push proprietary products, Karl opened his own independent firm. Then in 2017 Karl and Sound Financial merged & he manages the Texas office of Sound Financial Strategies Group. He is securities licensed in TX, CA, and SC with an Insurance license in TX. Karl is also a Certified Financial Educator (CFE’d) and has been named a 5 Star Wealth Manager and has been featured in Forbes and Texas Monthly Magazines.

Karl and his wife Elma have three kids and they are active in their local church and are passionate about missions. He is fluent in sign language and is a master diver, enjoys golf, SCUBA diving, martial arts, hunting, camping, and fishing.

Are you ready to grow your business, and do it in a way you can be proud of?

Sound Financial is looking for like-minded advisors who want to grow with us, while still retaining the support of a seasoned firm. If you think that might be you, we’d love to talk!