Our Team

Our Staff

William E. Watson, III · RFC

Registered Financial Consultant · President · General Agent

Bill Watson has been a Financial Services professional in the Dallas Metroplex since 1985. His background is in business continuity planning, private retirement strategies and estate transfer planning. His primary focus is in assisting individuals and private business owners in the development and implement of “Safe Money Strategies” designed to protect and maximize the value of their assets for themselves and their families.

  • University of North Texas—Finance & Risk Management
  • International Association of Registered Financial Consultants
  • National Association of Insurance and Financial Advisors
  • Society of Financial Services Professionals
  • Who’s Who in Executives and Professionals

Contact Info
Email: watson@turtlecrekfinancial.com


Ray Croff · CLU · ChFC · RFC · CAP

Registered Financial Consultant · Managing Partner - Denton

Ray has an entrepreneurial background. Before entering the Financial Service profession and joining the Turtle Creek Financial Group, he owned his own business with numerous employees, equipment and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with the small Business Owners and their families.

Ray Croff – Professional Education & Qualificatio

  • International Association of Registered Financial Consultants
  • Chartered Life Underwriter—American College
  • Chartered Financial Consultant—American College
  • National Association of Insurance and Financial Advisors
  • Society of Financial Service Professionals
  • BBA – Bachelors of Business Administration- Financial Services, University of North Texas
  • BBA -Bachelors of Business Administration- Insurance, University of North Texas
  • Adjunct Professor of Insurance – University of North Texas 2002 – 2008 Course taught focused on Finance, Employee Benefits and Insurance
    CEPA – Certified Exit Planning Advisor – The Exit Planning Institute https://exit-planning-institute.org

Community/Industry involvement:

  • Exit Planning Institute North Dallas Chapter- President
  • Value Builder Advisory Board
  • Global Atlantic Agent Advisory board
  • United Way Board of Directors- Past Campaign Co Chair
  • Project Blue Print – Past Chair- Current instructor
  • University of North Texas Graduate School Advisory Board
  • University of North Texas Risk Management Advisory Board
  • Current Co Chair of Denton Independent School District Bond Oversight Committee
  • Denton Rotary Club
  • Denton Count Friend of the Family – Past Board of Directors
  • CASA Past Board of Directors
  • Leadership Denton Past Board of Directors
  • Past member of Health Services of North Texas Advisory Board member

Awards

  • Nominated for Exit Planner of the Year 2019 – Exit Planning Institute
  • Agent of the year 2018 – Global Atlantic Financial Group
  • Member of the year 2019- Exit Planning Institute North Dallas Chapter
  • Rotarian of the year
  • Developed a Patented process for organizing Owners Roundtable for the education of business owners in the areas of succession planning
  • Developed and patented an Online version of the Owners Roundtable

Contact Info
Email: croff@raycroff.com

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Harlan W. Wiese · RFC · LUTCF · CLTC

Registered Financial Consultant · Brokerage Manager

Harlan Wiese has more than 38 years experience in the Financial Services Industry. In 2003 he established Wiese Insurance Services Company, focusing on developing a network of like-minded financial services professionals providing client solutions in the areas of retirement planning, wealth preservation, asset accumulation and distribution. Partnering with Turtle Creek Financial Group, Harlan is able to use his broad base of knowledge and skills to implement the most appropriate financial strategies to assist his clients in meeting their objectives.

  • International Association of Registered Financial Consultants
  • National Association of Insurance & Financial Advisors
  • Life Underwriter Training Council Fellow
  • Certified in Long Term Care—CLTC

Contact Info
Email: wiese@turtlecreekfinancial.com

Direct Cell: (214) 763-7643


Stephen Hull · MBA · RFC

Registered Financial Consultant

Stephen Hull has more than 30 years experience in the financial services industry, including 14 years in commercial banking culminating with his services as President of a Texas bank located in the Dallas-Fort Worth Metroplex.

In 1990 he established Benefit Systems Group, a consulting firm designed to assist business owners providing retirement plans, benefit packages and financial planning. Steve sold BSG to a large local firm prior to accepting the position as Executive Vice President, Turtle Creek Financial Group Private Client Division.

As Executive of TCFG Private Client Steve specializes in the development of customized financial strategies for business owners and professionals designed to preserve wealth and minimize taxation.

  •  International Association of Registered Financial Consultants
  •  National Association of Insurance & Financial Advisers
  •  Texas Health Underwriters Association
  •  Dallas Estate Planning Council
  •  The Financial Planning Association

Contact Info
Email: hull@turtlecreekfinancial.com
Direct Cell: (817) 881-0838


Rebekah L. Collins ·

Office Manager

Rebekah Collins has spent the majority of her working career with Turtle Creek Financial Group having joined at the inception of the firm in the summer 2003. Prior to that she was responsible for client support at a major Park Cities Professional Facility and did a brief stint in telemarketing for a national Financial Services company. That experience has uniquely positioned her to understand what is important to both our clients and associates as we seek to offer solutions that not only assist our clients with the financial security of thier business and families but provide peace of mind to pursue their own responsibilities and interests.

Rebekah supports TCFG associates in structuring programs and solutions for clients. She serves as the primary liaison with our core providers in the implementation of client services and benefits. Rebekah provides client support with a diligent conscientiousness beyond that which most people are accustomed to receiving in this high tech era.

Contact Info
Email: collins@turtlecreekfinancial.com


Kurt G. Poetschke

Private Client Division

Kurt has over 28 years of experience in the Financial Services Industry. He spent his first 24 years in Banking as a Commercial Lender.  Kurt’s professional focus is in working with individuals to help them meet their personal financial goals.  This extends from asset accumulation and retirement planning to wealth preservation and estate planning.  He strives to facilitate client objectives with as much certainty and as little risk as possible.   His practice extends to small business owners in the development and implementation of  Business Succession Plans and Private “Safe Money” Retirement strategies with an emphasis on asset protection.

  • Southwest Texas State University—Bachelors of Business Administration, Finance
  • America Bankers Association—Graduate, National Commercial Lending School
  • Member Financial Services Network

Contact Info
Email: poetschke@turtlecreekfinancial.com
Direct Cell: (972) 754-9957

 


James H Gibbs

Private Client Division

Prior to Insurance James was an Operations Managers for a national beverage company and gained 18 years experience managing budgets and employees.

James has been in the insurance industry since 2007, focusing primarily on employee benefits including Life and Health. After a decade of helping employers and employees meet their insurance needs, James identified the growing need for Financial Advisors and joined Turtle Creek Financial Group with a passion to help others secure their financial future.

Back Ground and Community involvements:

Member of the McKinney Chamber of Commerce

Membership Board for the Virginia Woods Property Owners Association, Treasurer

Operations Manager

District Sales Manager

Coached High School swimming team, won league championship

Preston Trail Community Church

Contact Info
Email: gibbs@turtlecreekfinancial.com
Direct Cell: (505) 506-7696


Darren D. Hooker · RHU

Private Client Division

Darren Hooker has been in the Financial Services industry in the DFW area since 1985. His background is in Employee Benefit Plan Design, Business Continuity Planning for Owners and Executives, Executive Compensation Plans and Private Retirement Strategies. His primary focus is in assisting individuals and private business owners in the development and implementation of Safe Money Strategies designed to protect and maximize the value of their assets for themselves and their families.

  • University of Texas—BBA, Actuarial Science
  • American College—Registered Health Underwriter
  • Business Network International—Shady Valley Chapter
  • University of Texas—“Texas Exes”
  • National Association of Insurance & Financial Advisors
  • The Financial Planning Association

Contact Info
Email: hooker@turtlecreekfinancial.com
Direct Cell: (817) 721- 4272


David Nieswiadomy ·

Private Client Division

David joined the Turtle Creek Private Client Division Denton Branch in the spring of 2015. He began his Financial Services career with MML Investors Services, LLC. in Ft. Worth. He is passionate about serving families and individuals across the Metroplex, especially in his hometown of Denton which led to his decision to join TCFG. David specializes in helping young families to prepare for a financially secure future. This extends from asset accumulation and retirement planning to wealth preservation and estate planning utilizing “Safe Money” strategies as he strives to facilitate client objectives with as much certainty and as little risk as possible. David’s practice extends to IRA rollovers, 401(k), 403(b) and 457 Retirement planning for government and private sector employees. He also works as part of a team to assist small business owners in the development and implementation of Business Succession Plan.

  • Bachelor of Business Administration – University of North Texas – Risk, Insurance, and Financial Services

Contact Info
Email: nieswiadomy@turtlecreekfinancial.com

Direct Cell: (940) 391-7607


Roxanne Turner ·

Private Client Division

After 20 years as a Licensed Vocational Nurse Roxanne chose to redirect her focus to serving her community by working with business owners and  individuals to help meet their personal financial goals.  This includes personal retirement planning and asset coordination as well as wealth preservation, estate planning and succession planning. Her practice extends to Business Succession Planning and retirement planning in the Qualified arenas ; 403(b) and 401(k) as well as Non-Qualified Selective Executive Benefit Plans with a strong focus on “Safe Money Strategies.”  As part of the Turtle Creek Financial Team Roxanne strives to facilitate clients objectives with as much certainty and as little risk as possible.

Contact Info
Email: turner@turtlecreekfinancial.com
Direct Cell: (903) 450-3162


Derek Smith

Private Client Division

Derek has a diverse background of serving the public starting with his position as an English Teacher at UNT. He then moved into the design world where he spent 10 years as a Manager and Buyer in an Art Gallery then a Designer Furniture and Rugs store. Before entering the Financial Service profession and joining the Turtle Creek Financial Group, he spent 10 years as a Regional Coordinator for a major Employee Benefits provider. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with the small business owner and their families.

Back Ground and Community involvements:

English teacher for K-12 grades for 15 years.

Headmaster at 3 Montessori School; Denton, Sanger & Austin.

Sanger, TX Basketball Coach: Junior High and Varsity for 12 years, 5 District Championships.

English teacher for Upward Bound at University of North Texas.

Youth Basketball coach, City and Select for 10 years.

Active member of  Sanger High Football, Basketball, and Baseball Booster clubs.

Contact Info
Email: smith@turtlecreekfinancial.com

Direct Cell: (512) 569-7794


Dave Lo

Private Client Division

  • Dave Lo has been in the Financial Services industry since 1989. His goal is to provide families and business owners with assistance in building their financial freedom. His background is Business Continuity Planning, Executive Compensation Plans, Private Retirement Strategies and Charitable Giving Strategies.

 

His primary focus is in assisting individuals and private business owners in the development and implementation of Safe Money Strategies designed to protect and maximize the value of their assets for themselves and their families. Dave strives to become a life-time resource for each and every client

Back Ground/Community Involvements:

MBA – University of Dallas

BBA – Stephen F. Austin University

Political Action Committee Chairman – National Association of Insurance & Financial Advisors Dallas Chapter

Advisory Council – Asian American Contractors Association of Texas

Treasury – Operation Care International

Instructor of Financial Literacy and God Centered Life Skills – River of Life Home & Shelter

Owner and Founder of Lily of the Valley Community Outreach

Contact Info
Email: lo@turtlecreekfinancial.com

Direct Cell: (214) 770-4350


Bryan Faus

Private Client Division

After over 30 years serving as an associate pastor, Bryan chose to redirect his servant focus to financial planning.  His leadership with large congregations, church staff, and multi-million dollar budgets gives him unique insight into business needs and strategy. This experience comes  with an emphasis on understanding growth while serving the customer base.  He is credible, authentic, and a good listener. His experience in creative solutions and his desire to help others inspires him to design a financial plan that increases the probability of business success, lowers taxes, and enhances future value. Additionally, his solutions offer strong family financial planning and retirement security, while lowering taxes and market risk.
Bryan is heavily involved in the Grapevine Chamber of Commerce, a local church, and gives back to the surrounding community in missions and multiple ways.

Contact Info
Email: faus@turtlecreekfinancial.com

Direct Cell: (214) 727-7364


Travis Robinson

Private Client Division

Travis has over 16 years of experience in the Financial Services Industry. He spent his first two years in Banking as a Commercial Teller and Assistant Head Teller then eventually transferring into the Insurance industry.
In addition to Financial services, Travis spent over 14 years, owning, training, and driving Standardbred racehorse at Racetracks across the Midwest and Midsouth on the Grand Circuit Level. Travis decided to sell his Racehorse business in 2014 and focus solely on working with individuals to help them meet their personal financial goals.
Travis works closely with clients in asset accumulation and retirement planning as well as wealth preservation and estate planning. He strives to facilitate client objectives with as much certainty and as little risk as possible.
His practice extends to private business owners in the development and implementation of Business Succession Plans and Private “Safe Money” Retirement Strategies with an emphasis on asset protection. His knowledge and years of experience in the Financial Industry equips him with the ability to provide trusted services that gives his clients confidence and peace of mind.

Contact Info
Email: robinson@turtlecreekfinancial.com

Direct Cell: (601) 906-8498


Eddie Fain

Private Client Division

Eddie Fain has 17 years experience in the Financial Services Industry. In 2017 he joined Turtle Creek Financial Group. Capitalizing on the combined resources of the team Eddie is able to use this broad base of knowledge and skills to implement the most appropriate financial strategies to assist his clients in meeting their objectives. His focus is on providing client solutions in the areas of retirement income planning, wealth preservation and related risk management.

  • United Sates Air Force – Veteran
  • Heath Chamber of Commerce – Member
  • Christian Global Mission – Member

Contact Info
Email: fain@turtlecreekfinancial.com

Direct Cell: (214) 986-0507

The success of a financial strategy is often more dependent on its systematic nature than its rate of return.
Kurt G. Poetschke
Private Client Division
The best time to plan is before you have to. If you wait until you have to plan, you are reacting and not planning, and your options are very limited.
Stephen Hull MBA, RFC
Registered Financial Consultant
Our firm philosophy is simple: protect assets, grow wealth & live well.
William E. Watson III
Registered Financial Consultant President General Agent
Compound interest is good, compound taxation is bad.
Ray Croff CLU ChFC RFC CAP
Registered Financial Consultant Managing Partner - Denton
Successful people make a habit of doing what unsuccessful people are unwilling to do.
Holly L. Hullum
Private Client Division
All well managed portfolios hold defensive reserves.
Harlan W. Wiese RFC LUTCF CLTC
Private Client Division Brokerage Manager