Dallas Financial Advisors, LLC

Donnye Winship is a financial advisor at Dallas Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2004. Outside of his advisory role, Winship co-owns Owl Power Solutions and coaches triathletes through Tridot.com. He also serves as an investment consultant to the Grand Lodge of Texas Investment Committee. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations, employing a mix of modern portfolio theory, technical analysis, and options trading strategies.

Michael O'Reilly is a financial advisor at Dallas Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC since 2012. Outside of his advisory role, he is involved in several business ventures including serving as president of Camcon Medical Inc. and managing member of Owl Power Solutions. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm employs a combination of modern portfolio theory and technical analysis, managing diversified portfolios and incorporating options trading as part of its long-term investment strategies.

Kathleen Weber is a financial advisor at Dallas Financial Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial LLC and Ameriprise Financial Services, Inc. Outside of her advisory role, she is involved as a brand ambassador for several wine tasting companies. Dallas Financial Advisors provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, while maintaining fiduciary standards for retirement accounts.

Martha Mcmurtray is a financial advisor with Dallas Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at LPL Financial from 2006 to 2022 before joining Dallas Financial Advisors in 2023. Outside of her advisory role, she is also a commissioned notary in Dallas, TX. Dallas Financial Advisors LLC provides portfolio management and financial planning primarily for individual clients and charitable organizations. The firm uses a combination of modern portfolio theory and technical analysis, incorporating both long-term strategies and options trading, with an emphasis on fiduciary duties and monthly account reviews.