David W. Menard
CEO, Financial Advisor
David Menard is passionate about helping people reach their goals and actively works to provide value and transparent advice to clients. His forward-thinking mentality and decisiveness has given him the ability to build a team of like-minded individuals at The Menard Financial Group, LLC. David has developed considerable listening skills and sensitivity to people who need specialized guidance with their personal wealth and financial success. This is why each client he works with has a customized plan.
David earned his degree in Business Administration from The University of Texas in Austin in 1978. He’s a proud lifelong learner, and continues to study and take courses in the financial field. David also frequently presents to groups on practice management and business succession strategies, helping others learn how to create their own plans.
During his tenure with The New York Life, David was a member of the prestigious advanced planning group, The Nautilus Group. He was also a member of The Chairman’s Council for 24 years and is a lifetime Top of the Table member of the Million Dollar Round Table. In addition to these, he is an active member of The Association for Advanced Life Underwriting.
Outside of work, David enjoys gardening, fishing, collecting wine, and restoring classic cars. He and his wife, Lee, are avid art collectors, and enjoy travelling together. David and Lee also enjoy spending time with their family and entertaining their three young grandsons.
David is also actively involved in the local community. One of his most beloved charitable interests includes assisting young families facing crisis.Close
Lee Menard CPA
CFO, Chief Compliance Officer
Lee Menard joined her husband David at The Menard Financial Group, LLC, in 1998. She views financial planning as helping people. Her goal is to make a positive lifelong impact on the client's personal and financial life.
Lee earned her degree in Business Administration from the University of Mississippi in 1980, and her CPA certification in 1992. She brings years of experience in accounting, tax, and information technology, along with her attention to detail, and builds well-defined integrated cash flow plans for clients.Close
S. Chad Scott
Chad Scott joined The Menard Financial Group, LLC, in March 2021. He was with Eagle Strategies, LLC, as a Registered Investment Advisor for 23 years, and he was previously an agent with New York Life Insurance Company for 31 years. Combining these entities allowed Chad to provide the income solutions and protection to meet all his client's needs.
Chad Scott was born and raised in Houston, Texas, and attended both Texas State University and University of Houston.
Registrations: Series 63