About Us

We help corporations build a lasting legacy

ABOUT US

Strategic Legacy Partners was founded to help you build your team, your assets, and your company value. With over 20 years of expertise in benefits and compensation, we deliver results that help build your legacy, through services such as:

  • Salary survey and compensation studies
  • Executive benefit “Golden Handcuff” plans
  • Customized succession and exit plans
  • Tax-efficient plan funding

We empower our clients, with annual revenue from $1 million to $8 billion, to incentivize and retain their key people and maximize the value of their companies.

WHO WE SERVE

20

STATES

We serve clients around the nation

1million

million
IN REVENUE

We provide top-level expertise to small business

8billion

billion
IN REVENUE

We serve large privately held companies.

20+

+
YEARS

Over two decades of experience in benefits and compensation

Our Core Values

EXCELLENCE  •  INTEGRITY  •  EXPERIENCE 

OUR TEAM

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Gabe Pelphrey

Principal

Gabe Pelphrey graduated from Texas Tech University with a B.S. in Finance. For the past 13 years, he has honed his expertise in the field of deferred compensation. Gabe advises business owners, executives and boards on the design, implementation and ongoing service and compliance of nonqualified benefit plans.

Gabe is passionate about implement creative strategies that ensure that the business owner’s goals are met, that their key employees are rewarded and that the company has a plan for successful future.

Gabe is an avid golfer and college football fan. He and his wife, Kristin, have two children, Ella and Jack. They enjoy volunteering in their local church, trying new restaurants, and traveling.

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Matt Krause

Chief Development Officer

After seven years as a Constitutional attorney, Matt joined Strategic Legacy Partners in 2014. His gifts for communication and strategic thinking provide his clients with unique insight and solutions to help them achieve their goals.

Matt serves as the State Representative for Texas – District 93. He and his wife, Jennie, have five children: Jeremiah, Hannah Sue, James, Gracie, and Ruthie.

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Dakota Nicely

Consultant

Prior to joining Strategic Legacy Partners, Dakota majored in Business and Economics at the Virginia Military Institute. He brings the passion and work ethic he honed while playing Division 1 Football and serving in the VMI Corps of Cadets to his corporate and non-profit clients.

Dakota serves on the board of Malawi Orphan Ministries and enjoys volunteer coaching for local youth sports. He married his beautiful wife, Katie, in July 2017.

READY TO GET STARTED?

© 2020 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.