Clientele: Retired executives, entrepreneurs, athletes and entertainers, widows
David Polstra, CPA, CFP, CIMA, PFS
Title: Founder/Chairman
Education: bachelor’s in accounting from University of Texas
Previous incarnations: audit and tax departments of Big Eight accounting firm
Professional associations: NAPFA
Community associations: Eagle Ranch children’s home board member; chairman of the board for Medical Missions Ministries, an organization helping provide free medical clinics to the rural poor of Guatemala
Outside interests: jogging, waterskiing and vineyard cultivation
Chris Dardaman, CPA, CFP, CIMA, PFS
Title: CEO/CIO
Education: bachelor’s in accounting, Mississippi State University; completed the IMCA Investment Management Analyst and Alternative Investments Programs at the Wharton School of Business at the University of Pennsylvania
Previous incarnations: CPA with a Big Five accounting firm
Professional associations: NAPFA; the Alpha Group
Community associations: founding board member of The Lighthouse Family Retreat, a seaside retreat for families caring for children with cancer; teach, with wife Laura, in Right Start pre-marriage training program
Outside interests: local charities, golf, fishing, and travel