David Lee, RFC® (Registered Financial Consultant)
or E-mail David
David Lee, RFC®, is the President and CEO of Mach 1 Financial Group, a financial planning firm in Bentonville, Arkansas. He is a 1996 graduate of the United States Air Force Academy. After serving nearly a decade in the US Air Force as an F-16 fighter pilot, David entered the business world seeking a more stable lifestyle for his family.
Since 2005, David has worked diligently to protect the retirement savings of hundreds of retirees in the area. By focusing his practice on conservative investments with minimal risk, combined with laddered retirement income strategies dubbed sound investments, structured to last, David skillfully piloted his clients through the 2008 financial crisis, catapulting his practice to new heights in the years since.
David is a sought-after speaker in the community on retirement planning issues, co-hosting a regular TV segment and a weekly radio show, as well as frequent speaking engagements with local community groups. Mr. Lee was recently recognized in the December 2012 issue of Newsweek magazine as a financial trendsetter1, and he is the co-author of a book titled Victory.
David currently resides in Bentonville, Arkansas, where he actively serves the community as Vice Chairman of the Bentonville Airport Commission Board as well as the Bella Vista Library Board; and gives back to the community via his church and several charitable organizations such as Samaritan’s Feet. David and his wife Jennie are the parents of two children, Faith and Connor. He can be contacted at firstname.lastname@example.org.
Kyle E. Alexander, MBA,
RFC® (Registered Financial Consultant)
or E-mail Kyle
Kyle is a Summa Cum Laude graduate of Auburn University with a Bachelor of Science in Business Administration. He also received an MBA from the University of Arkansas – Sam Walton School of Business and was a Graduate Research Assistant. Kyle serves as an interim Adjunct Instructor at the Sam Walton School of Business in Fayetteville, AR, and is a licensed insurance agent in multiple jurisdictions.
As COO of Mach 1 Financial, Kyle is responsible for enhancing the client experience, expanding the service offerings and improving the operational efficiency of the organization. His experience as a veteran Senior Manager for a Fortune 50 Firm and as Director of Strategic Development for a Supply Chain and Technology Company give Kyle a unique perspective on business and economics.
Kyle has a passion for helping people become more educated about alternative retirement strategies and insurance planning.
Kyle lives in Bentonville with his wife, Catherine H. Alexander (J.D.), and twin daughters Abigail and Helana. Kyle is actively involved in the community through his support of Samaritan’s Feet, Bentonville City Schools and the First United Methodist Church in Bentonville, AR. He currently serves as Chairman of the Vision 2020 Worship Committee at Bentonville FUMC. Kyle is also active in both the University of Arkansas and Auburn University Alumni Associations and recently the Council of Supply Chain Management Professionals.
(1) Newsweek, December 17, 2012
Meet the Team at Mach 1 Financial Group
Susan Correll – Director of Client Services
Carole Frost – Office Manager
Connie Blackmon – Chief Financial Officer
Heather Conklin – Director of Business Analysis
Adrienne Fincher – Client Support
Bonnie Beebe – Director of Marketing