Our Team. Your Crew.
It all started with a singular thought – “We Can Be Better.”
Our History
After working many years at large national brokerage firms, our founders came to the conclusion that they could better serve their clients by doing things differently, or “better.”
BFT opened its doors in 1994 as a Registered Invest Advisory firm with the intent of being recognized as “client advocates” rather than product salesmen.
Over the years, other financial advisors with the same “put the client first” philosophy championed by BFT have joined the group. In 2001, BFT created a Broker-Dealer to compliment the Registered Investment Advisor. BFT Financial Group is now a dually registered firm with advisor locations ranging from the home office in Bedford, Texas to Hong Kong.
Your Crew
STEPHEN D. TALLY, CEO CCO
[email protected] | 866.462.3834
Founding partner of BFT Financial Group and a second-generation wealth manager. Prior to BFT, Stephen helped launch Professional Partners Corporation, a Registered Investment Advisor firm where he served as President and Director of Asset Management. With over 20 years at BFT, Stephen is also a registered principal and a contributing member of the BFT investment committee, assisting in the research and modeling of portfolios. Alongside corporate duties, Stephen works directly with clients to plan for their financial future, mitigate risk, and manage investments. Stephen is a graduate of the University of North Texas.
WILLIAM D. SCHULTZ, Financial Advisor
Mr. Schultz earned his B.B.A. from Baylor University. He is a registered principal and Managing Member of BFT. His duties include Director of Third Party Investment Advisor services and participating member of the investment committee. Mr. Schultz has over 24 years of experience working with and managing client assets.
TRAVIS CROWELL, Financial Advisor
Prior to joining BFT Financial, Travis interned at SagePoint Financial Advisors. Upon graduation in 2007, Travis became a full-time financial advisor with BFT. Travis’ passion for helping others is best summed up by a client who says that every time they leave his office, they feel better than before. Travis is a graduate of Abilene Christian University with a degree in Financial Management.
RAY L. PINSON, CFP®
Mr. Pinson earned his BBA degree from Abilene Christian University in 1979 and became a CPA in 1980. He has over 30 years of experience in the financial services industry. Mr. Pinson’s background includes experience in public accounting as well as private industry. He spent 21 years working for the Bass family in Fort Worth, Texas and prior to joining BFT as a financial advisor he served as CFO for Oak Hill Capital Partners, a private equity fund manager with $7.9 billion in fund commitments.
CHARLES W. MCKENZIE, CFP®
Upon graduation in 2017, Charles joined BFT Financial as a financial planning associate, specializing in working with clients to develop comprehensive financial plans. Charles is a graduate of Texas Tech University with a degree in Personal Financial Planning.
Our Mission
We are a Texas-based, independent wealth management firm serving a select group of individuals, families, and businesses both locally and around the country. Our mission is to build long-term relationships with our clients by delivering extensive and personalized services designed to help you define and pursue your vision of financial success.
Since we are structured as an independent wealth management firm, we have the opportunity to better serve our clients through unbiased advice and personal relationships built firmly on trust. Our team of experts is experienced in all areas of wealth management and financial planning – we look forward to serving you!