A lifetime of experience led us here.

Wealth Advisor, CCO

Pete brings a 12-year career in the financial services industry, working as a financial planner then a platform consultant for financial advisors across the country. He has a blend of institutional industry knowledge and understanding of the many ways to provide financial advice to clients, which informs business model decisions and client management strategy. Pete earned the Certified Financial Planner™ designation in 2012. He has a Bachelor of Arts in Economics and Business from Trinity University, and a Masters in Business Administration from the University of Texas McCombs School of Business.

Pete and his wife have two young children, which bring joy and excitement to each day. When time permits, he enjoys cooking, reading, running, and watching Chicago sports.

Wealth Advisor

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 broad 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.

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 Hammet the hamster. In those rare moments of alone time, she enjoys running, reading, and heavy metal music.