AWSG - Key Persons
Chris has been an advisor since 2004, and during that time he has assisted clients through many life changing scenarios. He is very passionate with his work, and realizes that he has the ability to assist individuals in areas of their lives that are very important to them now, and in the future.
Derek received formal schooling at DeVry University in business management, accounting, finance and economics. He then became a financial analyst for The Associates, a Fortune 500 company, where he trained other analysts and designed budgets for various departments. Derek's strength lies in his ability to use technical analysis to assist John Levee's clients in reaching financial goals, and his reputable skills are backed by 15 years of experience.
Since joining the Advanced Wealth Strategies team in the year 2000, Derek has assisted in the areas of Strategic Wealth Planning, Asset Allocation and Portfolio Management. He uses technical analysis and economic research reports to design, maintain and implement portfolios for John Levee's clients, helping them make the best financial decisions possible. He currently holds the Series 7, Series 63 and Series 65 securities registrations, as well as his Insurance licenses.
Derek has been married since August of 2000 to his wife Jennifer, and they have 3 children together. In his free time, he enjoys golfing, bowling, snow skiing and many outdoor activities with his children.
John is President of Advanced Wealth Strategies Group, founding the company in 1989. He is also the founder and owner of Advanced Capital Management, a third party investment management firm. For more than 20 years, John has been an educator on growing and preserving assets, maximizing income, and minimizing taxes. He has counseled clients through various complex financial and estate planning situations with a focus on developing thorough and meaningful relationships. The foundation of his practice is his comprehensive wealth integration strategy which marries asset management, financial planning, estate planning, and tax management. John also works closely with other professionals to develop strategies and maximize preservation for his clients.
John's love of people and desire to give back extends to his community and church, having been active for years in youth baseball and church activities. His love for animals prompted his service to the Humane Society of Williamson County, including a stint as President of the Board of Directors. John and his wife, Laurie, have four children and five grandchildren. His hobbies include spoiling his grandchildren, wine, fishing, and golf.
Laurie is responsible for the internal auditing and financial accounting for all of the Advanced Wealth Strategies Group affiliated companies. In addition, she oversees the preparation of payroll, tax returns and financial reports.