Our preferred partners across Texas and California work directly with us to offer services from wealth planning to tax advisory services.
Daryl Curtis is an independent advisor for Leo Wealth. Daryl assists families, business owners, and doctors in minimizing wealth transfers and maximizing wealth with a big-picture comprehensive approach.
In 1976, Daryl graduated from West Texas A&M University. He also has attained the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) professional designations post university.
Daryl believes in involvement in his profession and in the community. He is past-President of the following organization boards: Amarillo Area Insurance and Financial Advisors, Amarillo Area Society of Financial Service Professionals, West Texas A&M Alumni Association, Alpha Tau Omega Fraternity (West Texas chapter), and the Amarillo Family YMCA. He was a member of the Timbercreek Volunteer Fire Department for ten years and was an elected Alderman for the Village of Timbercreek Canyon.
He was affiliated with BFT Financial Group, LLC for client investments for sixteen years until the merger in 2021 to form Leo Wealth.
Lisa Gatzke is an Investment Advisor and Client Relationship Specialist at Rockwall Wealth Management, Inc., based in Rockwall, Texas. Lisa is responsible for client onboarding, client services, and portfolio management. Lisa’s diligent listening ear and impeccable follow-through allow her to excel at meeting client needs and creating exceptional customer service.
Before Rockwall Wealth Management, Lisa had considerable experience in several financial services sectors such as bond markets, trading desks, and helping manage other large wealth management groups. She holds both an NASD Series 7 and NASD Series 63.
Outside of work, Lisa enjoys being active and running with friends. You can most likely find her with her husband on the weekends at the ballfield watching their son play baseball or at the volleyball court watching their daughter play volleyball.
Jeremy Knight, CPA, DVM
Jeremy Knight is a financial advisor based in Lubbock, Texas, providing comprehensive wealth management, tax, and estate planning services. He specializes in tax compliance and strategy, specifically in entity creation and tax liability reduction, as well as estate tax planning and strategy.
In addition to working with Leo Wealth, Jeremy owns and operates Barklee Financial Group, LLC, a virtual CFO firm that provides comprehensive back-office accounting, tax, and CFO-level financial services to small businesses. Before Leo Wealth, Jeremy was a practicing veterinarian focused on emergency medicine and small animal surgery in the Dallas, Texas area.
Jeremy earned his bachelor’s and doctorate from Oklahoma State University and completed tax law studies at Texas Tech University. He holds an active CPA license in the state of Texas and a veterinary medicine license.
Daniel Savard is an independent advisor for Leo Wealth. Based in Indio, California, Dan works with small to medium-sized, closely held businesses. He has expertise in qualified pensions and wealth planning. Most of Dan’s clients own their businesses.
Dan has been in financial services for more than thirty years. Prior to Leo Wealth, Dan was with BFT Financial Group as an investment advisor representative.
Dan studied at Bunker College in Massachusetts during his military career as a helicopter pilot and is a Vietnam Veteran. He has been a member of MDRT for more than 25 years and works with the MDRT foundation. Dan volunteers at the VA hospital and enjoys playing golf and spending time with his family, which includes two cats.
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