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Karen Baker
Operations Administrative Support

Karen provides administrative support to the Department of Operations. She has spent most of her career in Risk Management with focus on wireless fraud detection. Karen is a native Mississippian, but grew up in Colorado and California before returning home to the South. Her work and work ethic are both deeply influenced by her strict Southern upbringing.

Karen and her husband Teddy have two daughters, Dallas and Landry. She spends all her free time with them, her animals and enjoying the outdoors.

“Not many businesses exist with the moral structure like Sound Financial. I am so fortunate to work with such an extraordinary group of people.” – Karen K Baker

Christine Cole
Marketing

“To love what you do is an amazing accomplishment within itself.”-Christine Cole

I have had the greatest opportunity to live this statement working for Sound Financial Strategies Group, Inc.

Christine is originally from Katy, Tx where she was born and raised until 1997. She moved to Mississippi where she graduated from Mississippi State University in 2002 with a Bachelors Degree in Secondary Education. She has spent the past four years working as a financial sales representative in the banking and financial industry.

Christine and her husband Bobby reside in Morton with their three girls, Claire, Britley, and Sara. She and her family are members of Morton Methodist Church where she is a children’s Sunday school teacher for the three to five year olds. In her spare time she enjoys church activities and anything outdoors with her family.


Sammy T. Dean, CFP ®
Founding Partner

“The best part of my job is meeting with clients, relating to them and discussing their needs.”

Sammy is a Certified Financial Planner®. He loves his work and takes pride in the fact that the business is customer driven and that long-term relationships/friendships are formed with clients. Having taught over 2,000 people in financial seminars and workshops and having over 35 years of experience Sammy feels that his greatest gift is listening to and understanding people.

His free time is spent with his wife, Jana and their grandchildren, David Cole and KK. Sammy loves to hunt and travel.

Jerry V. Grantham, ChFC
 
Senior Advisor
 
Registered Representative

“The most attractive aspect of my relationship with Sound Financial Strategies Group is being involved with an organization truly committed to helping clients reach their financial goals. This is demonstrated by the firm’s commitment to not only having the information and technology to help clients make informed decisions and provide on-going service to clients, but in developing long-term relationships with clients. “ – Jerry Grantham

As his career has evolved, he has come to the understanding that financial planning is not just about “numbers and rates of return.” It is about understanding what a person really wants to accomplish with their life. “It is satisfying to know that you are trusted by others yet you must continue to earn that trust every day.”

Jerry and his wife, Meddy, were married in 1974 and are the parents of two children, Elizabeth and Jordan and two beautiful granddaughters. In his spare time he enjoys racquetball, cycling, working in the yard, reading and cooking. They are members of Lakeland Presbyterian Church where he has served both as a deacon and an elder.

Joel R. Holden, Jr., CFP ®, CMFC
Partner/Director of Operations

“One of the most exciting things about working at Sound Financial Strategies Group, Inc. is the opportunity it has given me to develop relationships with others and help them with their financial education and decisions” – Joel Holden

Joel has a Bachelor of Business administration from Mississippi State University with a Major in Risk Management, Insurance, and Financial Planning. Joel was selected as a team member to compete in the Ameriprise Financial Planning Competition during his senior year. Joel and his team earned the opportunity to compete nationally in Minnesota for being selected in the top 8 of all universities that participated. Joel continues his education in financial service with constant study, attaining several licenses and pursuing professional designations.

Joel and his wife, Susan, are members at Broadmoor Baptist Church. He enjoys hunting, fishing and pretty much anything else that involves being outdoors. Joel and Susan have recently given birth to their first baby girl, Lela Cate….their greatest accomplishment to date!

Danny R. Matthews, CFP ®
Founding Partner

Danny is co-founder of Sound Financial Strategies Group, Inc. and is a Certified Financial Planner® practitioner. He and Sammy Dean founded SFSG in 1993 with the desire to provide financial education to the general public. This company philosophy still holds true today. In addition, we take pride in providing our clients with excellent client service. “Servicing our existing clients is my top priority and is the key to a successful long term relationship. We make it our policy to respond to every client inquiry the same day if possible and to stay on top of their concern until it is resolved.”

His duties include the responsibility for keeping the entire office in compliance with FINRA and SEC regulations and procedures. He strives each day to keep informed to the technical requirements our clients must follow in order to properly implement their long term financial goals. “Keeping up to date with the changes affecting our clients is never ending, yet crucial to providing the kind of service our clients deserve." He also serves on our Investment Committee that manages client assets which includes the selection of investment positions and the allocation allotted to each position.

Danny is an avid golfer and enjoys hunting, traveling and spending time with friends and family. He also recently earned his Private Pilot's license. He is an active member of Pinelake Church in Brandon.

Chris McAlpin MBA, CMFC
 Managing Partner

“My goal is to see our clients grow into a position where they are financially independent. I believe that we all can and should have plans to succeed. Jeremiah 29:11 says that is God’s plan for us.”

Chris has a Master of Business Administration from Mississippi College and a Bachelor of Accountancy degree from the University of Mississippi. He also attended Arkansas State University and did graduate studies work in International Finance at King’s College in London, England. Chris has also attained the Chartered Mutual Fund Counselor designation.

His free time is spent with his wife, Christie, and their daughters Kate, Rachel and Megan. He enjoys mission trips, hunting and hiking and is an avid book reader. He and his family attend Park Place Baptist Church.

Karl Simmons, CFE
Partner

Karl has over 25 years of money management experience. He has worked for Merrill Lynch, Dean Witter, and even owned his own firm. Karl currently manages the Texas office of Sound Financial Strategies Group. He is securities licensed in TX, CA, and SC with an Insurance license in TX. Karl is also a Certified Financial Educator (CFE) and has been named a 5 Star Wealth Manager in 2013 & 2014 and is featured in Texas Monthly Magazine.

Karl is very active in his local church, serving on several committees. He is also passionate about working with children through clowning. He is fluent in sign language and is a master diver. Karl also enjoys golf, church activities, SCUBA diving, martial arts, snow skiing, camping, and fishing.

James A. (Jim) Towns III, CMFC
 
Senior Advisor
 Registered Representative

“I am excited about the opportunity of working with the talented and dedicated group of financial professionals at Sound Financial Strategies Group, Inc. Our number one objective is to do our absolute best to help each of our clients achieve their financial objectives.”

Jim has over 30 years experience in the financial industry. For 25 years he served as Chairman of a software company specializing in serving the financial industry in the U.S., Canada and Mexico.

Jim has a Bachelor’s of Business Administration in Accounting from Georgia State University.

Jim spends his free time with his wife Sharon and daughter Savannah. He enjoys astronomy, chess, coin collecting, reading and collecting books. He enjoys sporting activities such as tennis, scuba diving and running.

Tonia Ray
Office Manager/Client Relations Coordinator

Tonia joined our company in 2007 as the Client Relations Coordinator. In 2013 she joined our management team. In the years prior to joining our firm she worked in the medical field. Accuracy and organization were vital skills and she continues to use and teach those skills in our office today.

Tonia is a long time member of Morrison Heights Baptist Church in Clinton. She is very involved in church activities, primarily the music ministry. She enjoys painting, jewelry design, working in her yard and music.

“There are many different types of personalities working in our office. Each brings their own style and passion. We have a great team! But most importantly we are all very much aware of our greater purpose. We not only live our personal life to be God honoring but we bring that ethic to work every day. Our prayer is that every task, every word and every decision bring glory and honor to Him. “– Tonia Ray


Vicki Van Wick
Administrative Assistant


Vicki worked for several years in administrative assistant positions before her children, Peach and Jesse, were born. Both of her children are grown now and she takes great pride in her son working as a Landscape Architect in Austin, TX and her daughter pursuing her DVM at Mississippi State University. Vicki also enjoys spending time with her husband, Michael, and her dog Bob!

Vicki is filled with grace and charm and has the great gift of instantly making you feel that you are the most important person in the room. She works hard to ensure that our clients’ needs are met as quickly as possible.

“What I discovered when I began working for Sound Financial is that I gained another family. And, I believe, that the way we care for our clients’ need and their future is an extension of that family atmosphere. I love being a part of that!” – Vicki Van Wick


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