We specialize in working with retirees and those about to retire. We help our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

Our Mission

• Help you select the proper asset allocation for you, your family, and your heirs.
• Customize a program to your individual needs.
• Provide financial products and services to help you meet your goals.
• Make all information easy-to-follow, in real words you can understand.
• Treat you with the dignity you deserve while always earning your respect.
  

Personal Biographies

Dan Saur Financial Advisor and President Dan Saur grew up in the DFW Metroplex. In 1983, in just his second year of university studies, Dan earned his Commercial Pilot’s Certificate and was certified as a flight instructor. During the next two years, while finishing his undergraduate studies, he worked as a flight instructor and a charter pilot. He earned his undergraduate degree in 1985 and a Master's degree in 1992. He passed the Uniform Securities Agent State Law Exam (Series 63) and two General Securities Exams, the Series 7 and 2. He is also a General Lines Agent in the state of Texas. Dan has been in the financial services industry since 1993. He is a well-known speaker regularly sought after by local groups. In addition to running a successful advisory practice, Dan also mentors other advisors around the country. In 2006, Dan was recognized as "Mentor of the Year".

Mike Welch, MBA Financial Advisor Mike earned his bachelor’s degree in computer science from Baylor University. Mike was also an All-Conference defensive back for the Baylor football team and a two-time Academic All-American. He was recently inducted into the Baylor University Football Hall of Fame and named the “Scholar Athlete of the Decade.”   After graduating from Baylor, Mike received an MBA in finance from the University of North Texas. He has passed the Uniform Investment Advisor Law Examination (Series 65), the Uniform Securities Agent tate Law Exam (Series 63), and the Series 7, the General Securities Representative Exam. He is also a General Lines Agent in the state of Texas.  Mike, his wife Wendy and their three sons live in Flower Mound. Mike is active in his church serving as both a teacher and a deacon.

Mike Gibbons Financial Advisor Mike earned his Bachelor of Science in Biology from the University of Texas at Arlington. After graduating from U.T.A., Mike earned his Texas state teachers certificate and taught high school science. He then worked for a large brokerage firm for fifteen years in various positions, with the last few years spent in their private client group for high net worth individuals. He has passed the Uniform Investment Advisor Law Examination (Series 66), the Uniform Securities Agent State Law Exam (Series 63), the General Securities Supervisory Exam (Series 8), and the General Securities Representative Exam (Series 7). He is also a General Lines Agent in the state of Texas. Mike has been in the financial services industry since 1993.     Mike, his wife Laura, and their two daughters live in Coppell and are very active in their community and church.

Lisa Saur General Manager Lisa grew up in the Dallas/Ft. Worth Metroplex. She is a 1991 graduate of the University of North Texas. Before coming to D.R. Saur Financial, Inc., Lisa worked in the commercial furniture industry as a project manager. In 1997, she became a General Lines Agent in the state of Texas. She has been with the company since 1998. Lisa is married to Dan and lives in Dallas.   Becky Clary Transfer Manager Becky grew up in Oklahoma and had lived in Puerto Rico before moving to Dallas in 1993. Before coming to D.R. Saur Financial, Becky worked in the contract furniture industry for 10 years as a senior project manager on large global accounts. Becky lives in McKinney with her husband, Sherby, a son and their dog.      Anne Nance Customer Relations A native Dallasite, Anne joins us from the education field. She has most recently served as a classroom teacher and head of curriculum at a local private school, but previously worked in the fields of advertising sales and the hospitality industry. She earned her advertising and marketing degree from the University of Texas at Austin, with post-graduate certification from the University of Dallas.    Anne lives in Dallas and has two college-aged children, Noah and Hailey.       Stephanie Holbrook Director of First Impressions The daughter of an army Colonel, Stephanie was born at Ft. Belvoir in West Virginia. She moved to Plano in 1976 where she still resides today with her three children. She attended the University of Arkansas in Fayetteville and the University of North Texas in Denton. Before coming to D.R. Saur Financial, Stephanie was an Event Coordinator for Sky Ranch Camps.     Lindsay Thornhill Transfer Administrator Lindsay grew up in Van Nuys, California and moved to Dallas in March 2009 to join her husband who is a student at Dallas Theological Seminary. She received her Bachelors degree in Psychology from Cal Poly State University in San Luis Obispo. Before coming to D.R. Saur Financial, Lindsay worked as an administrative assistant for a law office. Lindsay lives in Dallas with her husband, David.      Karen White Assistant General Manager Karen grew up in the Lubbock area, but came to Dallas to attend Dallas Baptist University where she has her undergraduate and Masters of Business Administration degrees. Karen worked as Business Administrator for First Baptist Church of Coppell before coming to D.R. Saur Financial. She has been very involved in ministry support staff organizations serving on the boards, speaking across the nation and writing several publications. Karen and her husband live in McKinney and enjoy time with their three grandchildren.

D.R. Saur Financial, Inc. 12900 Preston Road, Suite 400 Dallas, TX 75230 Local:(214) 559-3944 Fx:(214) 866-0066