Partner Advisors
Daryl Curtis is an independent advisor for Leo Wealth. Daryl assists families, business owners, and doctors in minimizing wealth transfers and maximizing wealth with a big-picture comprehensive approach.
In 1976, Daryl graduated from West Texas A&M University. He also has attained the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) professional designations post university.
Daryl believes in involvement in his profession and in the community. He is past-President of the following organization boards: Amarillo Area Insurance and Financial Advisors, Amarillo Area Society of Financial Service Professionals, West Texas A&M Alumni Association, Alpha Tau Omega Fraternity (West Texas chapter), and the Amarillo Family YMCA. He was a member of the Timbercreek Volunteer Fire Department for ten years and was an elected Alderman for the Village of Timbercreek Canyon.
He was affiliated with BFT Financial Group, LLC for client investments for sixteen years until the merger in 2021 to form Leo Wealth.
Jeremy Knight, CPA, DVM
Phone: 1-432-219-3408
Email: jeremy@thebarkleegroup.com
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Jeremy Knight is a financial advisor based in Lubbock, Texas, providing comprehensive wealth management, tax, and estate planning services. He specializes in tax compliance and strategy, specifically in entity creation and tax liability reduction, as well as estate tax planning and strategy.
In addition to working with Leo Wealth, Jeremy owns and operates Barklee Financial Group, LLC, a virtual CFO firm that provides comprehensive back-office accounting, tax, and CFO-level financial services to small businesses. Before Leo Wealth, Jeremy was a practicing veterinarian focused on emergency medicine and small animal surgery in the Dallas, Texas area.
Jeremy earned his bachelor’s and doctorate from Oklahoma State University and completed tax law studies at Texas Tech University. He holds an active CPA license in the state of Texas and a veterinary medicine license.
Daniel Savard is an independent advisor for Leo Wealth. Based in Indio, California, Dan works with small to medium-sized, closely held businesses. He has expertise in qualified pensions and wealth planning. Most of Dan’s clients own their businesses.
Dan has been in financial services for more than thirty years. Prior to Leo Wealth, Dan was with BFT Financial Group as an investment advisor representative.
Dan studied at Bunker College in Massachusetts during his military career as a helicopter pilot and is a Vietnam Veteran. He has been a member of MDRT for more than 25 years and works with the MDRT foundation. Dan volunteers at the VA hospital and enjoys playing golf and spending time with his family, which includes two cats.
Z. L. Williams Sr., AIF®
Phone: 972-979-9018
Email: zl.williams@leowealth.global
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Z. L. Williams is an independent advisor with Leo Wealth, based in Dallas, Texas. With over thirty years of experience in the financial and investment services industry, Z. L. brings deep expertise and a client-centered approach to wealth management.
He earned a Bachelor of Science in Marketing from Grambling State University in May 1992 and holds the professional designation of Accredited Investment Fiduciary® (AIF®), awarded by the Center for Fiduciary Studies in association with the University of Pittsburgh.
Z. L. is passionate about serving others through active community engagement. He currently serves on the Board of Directors and the Finance Committee of the Dallas Arboretum, volunteers as a Reading Buddy for children at the Momentous Institute, and is a Past President of the Dallas Chapter of Omega Psi Phi Fraternity, Inc. He is also a member of the Salesmanship Club of Dallas and the Fair Park Rotary Club.
Prior to the formation of Leo Wealth in 2021, Z. L. was affiliated with BFT Financial Group LLC for seventeen years, where he managed client investments and built lasting relationships.
Z. L. resides in Dallas with his wife and children.
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