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. 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 Hammet 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 Rear Admiral (lower half) 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 traveled 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 traveled 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.
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.
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.