Our Team
Mark Stratton, LUTCF®, CFP®, ChSNC®
Financial Planner
Mark Stratton has been a financial planner since 2006. Mark’s goal at TSG Financial Strategies is to make clients feel like family and make today’s dreams tomorrow’s reality. One of his favorite parts of his career is helping clients accomplish their goals and watching them succeed and thrive in business and in family life. Mark assists clients preserve and maintain their lifestyle no matter the circumstance. Watching clients leave a legacy that will positively impact the lives of future generations brings him pride and joy.
Some of the services Mark most enjoys providing to his clients include charitable planning, tax strategies, retirement planning, special needs planning, succession planning, executive benefits, Key Person Insurance and estate planning services.
Mark graduated with his BS in Financial Planning from Texas Tech in 2005 where he enjoyed playing collegiate baseball. Since joining the industry. He has achieved the designations of Life Underwriter Training Council Fellow (LUTCF®), Certified Financial Planner (CFP®), and Chartered Special Needs Consultant (ChSNC ®).
Steven Stratton, CLU®, ChFC®
Founder
Steven Stratton, CLU, ChFC, started The Stratton Group in 1987 after several years of being a pilot, owning a business, and working in a financial firm in the 80's. He graduated from Texas Tech with a BBA in Finance, Banking, and Small Business Management Degree in 1975. In 2014, he received the Life and Qualifying Member-Million Dollar Round Table^, Court of the Table award which is recognition of the top 5% of financial professionals worldwide. He was also on the Presidents Council at New York Life. Ultimately the dedication to his clients has helped make TSG Financial Strategies what it is today. He instilled a knowledge of his practice to his children who have all worked with him to grow the business. He was married to Lanette for 40 years, and they had Mark, Holly, Mike, and Joy.
Steve cared for people. He had an engaging personality and easily made friends with whoever was around. Many of his clients became good friends and would say that he was available to help with any situation that might arise. He taught many Bible studies and started a ministry in South America where his love for people can continue to be seen.
Steven Stratton passed away in 2017, but the legacy of his life lives on.
Mackenzie Myers
Operations Manager
Mackenzie joined TSG Financial Strategies in May 2024 after graduating from Southern Methodist University (SMU). As Operations Manager, she directs the firm’s operational infrastructure, optimizing processes, enhancing productivity, and implementing systems that strengthen team performance and client delivery. Her strategic mindset and ability to streamline complex processes make her a vital part of TSG’s growth and success.
Outside the office, Mackenzie enjoys staying active, playing sports, and cheering on Dallas’ local teams at sporting events. Her organizational strength and positive energy make her an essential part of the TSG team.
Riley Wall
Manager of Client Experience
Riley Wall is the Manager of Client Experience at TSG Financial Strategies. She joined the TSG team in December 2024 and quickly became an integral part of enhancing the firm’s high-touch service model. A graduate of Texas Tech University with a B.A. in Public Relations and Strategic Communication Management, Riley brings a strong background in client relations, communication, and creative strategy. She is passionate about delivering seamless, meaningful experiences that strengthen client relationships and reflect TSG’s commitment to exceptional service.
Outside of work, Riley enjoys spending time with her family and her dog, Kyla Jo, and cheering on the Dallas Cowboys. She also loves connecting with friends and exploring new spots around Dallas!
*Awarded by New York Life Insurance Company for outstanding sales achievements.
^Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
Neither TSG FINANCIAL STRATEGIES, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
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