David Lee

David Lee Email and Phone Number

Founder & Managing Partner at Mach 1 Financial Group @ Mach 1 Financial Group
bentonville, arkansas, united states
David Lee's Location
Greater Fayetteville, AR Area, United States
About David Lee

We provide solid retirement income planning and financial security in any economy. We use a combination of tactical portfolio management combined with hedged equity strategies and index annuities to deliver on our brand promise of "Guarding America's Wealth." Since beginning my career in the financial service industry in 2005 after a very successful 10-year career as a fighter pilot in the US Air Force, I have been blessed to have gained the trust of hundreds of clients in NW Arkansas by helping them navigate safely through the financial crises of 2008. The goal of Mach1 Financial Group is to continue to serve our existing clients, while providing a turn-key business opportunity primarily for military retirees seeking a second career in the financial services industry. The ultimate goal of Mach 1 Financial Group is to purchase and donate aircraft for use on mission fields around the world. If you are interested in having peace of mind about your investments in any economy, as well as a solid retirement income plan, all while knowing that your financial advisers are working with a higher end-purpose in mind, give us a call!

David Lee's Current Company Details
Mach 1 Financial Group

Mach 1 Financial Group

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Founder & Managing Partner at Mach 1 Financial Group
bentonville, arkansas, united states
Employees:
8
David Lee Work Experience Details
  • Mach 1 Financial Group
    Founder
    Mach 1 Financial Group Sep 2005 - Present
    Rogers, Arkansas, United States
  • Mach 1 Financial Group
    Founder & Ceo
    Mach 1 Financial Group Mar 2013 - Feb 2024
    Bentonville, Ar
  • Beale, Lee & Associates
    President
    Beale, Lee & Associates Sep 2006 - Dec 2013
    Bella Vista, Ar
  • Cw Beale & Associates
    Associate Advisor
    Cw Beale & Associates Feb 2005 - Sep 2006
    Bella Vista, Ar
    I was responsible for running the day-to-day operations of CW Beale & Associates' Bella Vista branch office, while being mentored by Charles Beale, CFP, with 40+ years experience in the industry. Primary responsibilities included: helping retirees and near-retirees develop income strategies to get the most income from their available assets, while still leaving a legacy for their familes.
  • United States Air Force
    Flight Commander
    United States Air Force Jan 2003 - Jan 2005
    522 Fs; Cannon Afb, Nm
    I led a team of approximately 15 active duty US Air Force F-16CJ Fighter Pilots. I was responsible for their professional development as both pilots and officers.
  • United States Air Force
    F-16Cj Instructor Pilot
    United States Air Force Sep 2001 - Jan 2005
    522 Fs; Cannon Afb, Nm
    I instructed US Air Force F-16CJ pilots in the tactical employment of the F-16CJ. While in this postion, I served in the period immediately following the attacks of 9-11. Consequently, I was one of several pilots tasked with Homeland Defense missions ranging from providing air cover for events such as the Super Bowl to air support for the President of the United States.
  • United States Air Force
    Student Pilot, F-16 Training
    United States Air Force Jan 2001 - Aug 2001
    309Th Fs; Luke Afb, Az
    Student pilot. Learned how to employ the F-16 weapon system in a tactical environment. Selected as the "Air-to-Air Top Gun" recipient.
  • United States Air Force
    Student, Lead-In Fighter Training
    United States Air Force Nov 2000 - Jan 2001
    Radolph Afb, Tx
    A-A Top Gun, A-G Top Gun, DG
  • United States Air Force
    T-38 Instructor Pilot/Assistant Flight Commander/Check Pilot
    United States Air Force Sep 1997 - Nov 2000
    Vance Afb; Enid, Ok
    Instructed USAF pilot training students in high-performance jet aircraft. Assisted the flight commander in managing the training and development of approximately 30 students. Selected as the "Instructor Pilot of the Year" for the 25 FTS in 1999.
  • United States Air Force
    Student, Undergraduate Pilot Training
    United States Air Force Aug 1996 - Sep 1997
    Vance Afb, Ok
    Trained as a student pilot in the mighty T-37B Tweet. Graduated as the #3 student out of 37 students. Selected the "fighter track" to train in the T-38 Talon, and was selected as a T-38 Instructor Pilot upon graduation.

David Lee Education Details

Frequently Asked Questions about David Lee

What company does David Lee work for?

David Lee works for Mach 1 Financial Group

What is David Lee's role at the current company?

David Lee's current role is Founder & Managing Partner at Mach 1 Financial Group.

What schools did David Lee attend?

David Lee attended United States Air Force Academy, Fort Smith Christian School.

Who are David Lee's colleagues?

David Lee's colleagues are Matt Walters, Cfp®, Susan Correll, Lee Mackey, Heather Conklin, Mike Frost, Isaac Johnson, Adrienne Terrazas.

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