The 994 Group was founded by Kristen and Ted LeClair in Austin, Texas. Collectively, this happily married team has over 30 years of experience in the financial services industry supporting talented financial advisors. Their inspiration to start 994 Group was sparked by several factors. The first was a deep desire to work directly with clients, and to make a difference in their lives. This desire was further supported by the accelerating trend of retiring financial advisors without new financial advisors entering the field, limiting access to quality financial advice.
From a family perspective, 994 Group also provides an opportunity to spend more time together after successful yet travel-heavy careers. Finally, given Ted’s commitment to serving in the US Navy Reserve, 994 Group allows him flexibility to fulfill the needs of our country.
Kristen LeClair was inspired to launch 994 Group with her husband after a successful, 20-year career in the financial services industry. Having built investment platforms and developed strategies to bolster financial advisors across the country, she has a unique perspective on the economics and infrastructure of the industry. She believes this insight is an ideal foundation for serving clients directly.
As a woman, wife, and mother, she is also proud to count herself among the small minority of women serving in the profession. She is passionate about educating her clients on the tenets of wealth management, but more importantly, empowering them to have richer relationships and live fuller lives.
Kristen earned a Bachelor of Science in business administration from the University of North Carolina at Charlotte and a Master of Business Administration from the UNC Kenan-Flagler Business School. She is also a Kolbe Certified Consultant.
Kristen is most proud of her wonderfully blended family. She relishes time with her amazing husband and partner, Ted, three sons—Nolan, Davis, and Teddy, pups Hopper and Nimitz, and Hetfield the hamster. In those rare moments of alone time, she enjoys running, reading, and heavy metal music.
Ted envisioned the 994 Group for years before making it a reality with Kristen. As the former director of a leadership consulting team for a top-15 global asset manager, Ted was in high demand to coach some of the most successful wealth management firms in the world and leaders of top global financial institutions. His work emphasized enhanced communication, synthesizing goals and missions, and strategies to effect change in business and in life. Bottom line he has seen just about everything. Teams, partnerships, and relationships are foundational to Ted giving deep meaning to his partnership with Kristen and their clients
Ted brings a global perspective and strong leadership skills to 994 Group as a Captain (He is an Admiral Select and promotes in October 2018) with more than 25 years of service in the U.S. Navy. He has commanded forces five times, completed three tours of duty to the Middle East in support of Operations Iraqi Freedom, Enduring Freedom & Southern Watch. He has travelled to more than 40 different countries and served in the Pentagon on the staff of the Chief of Naval Operations. His career history also includes building and running a multi-million-dollar family cranberry business.
Ted holds a Bachelor of Arts from Villanova University, a Master in Public Administration from Harvard University's Kennedy School of Government, and a Master in Strategic Studies from the US Army War College. He is also a Kolbe Certified Consultant.
Ted’s most important role is serving his family—wife Kristen, step-sons Nolan and Davis, and the family’s smallest joy, Teddy II. While Ted has travelled all over the world, his favorite place to be is at the family’s beautiful home in Austin, Texas. He loves to spend time working and playing in the yard, running, golfing, and enjoying a good cigar.
Our company was named 994 Group after the first ship Ted served on in the Navy. 994 was the number on the hull of the USS Callaghan. This experience transformed his life.
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