a trusted partner
who we are
About Us
A Trusted Partner
At Endeavor Advisors, we are independent, SEC-registered fiduciaries committed to simplifying wealth management so our clients can invest efficiently, plan effectively, and enjoy peace of mind to pursue any endeavors they choose. With expertise honed from decades serving top U.S. families and ongoing, rigorous study, we offer objective wealth planning and sophisticated investment management services tailored to optimize your financial success.
Our Mission
At Endeavor Advisors, we are driven by the relentless pursuit to add value to the lives of sophisticated, high-achieving, successful individuals and families. We work tirelessly to eliminate the complexities of wealth, helping families make informed decisions about money, providing peace of mind for today, and positively impacting the generations of tomorrow.
We believe wealth is not created by chance—it is built brick by brick with passion, discipline, vision, and dedication. We are here to support and maximize the tremendous effort you have put into achieving your success.
Our Core Values
At Endeavor Advisors, we strive to provide our clients with the best possible service. Our core values influence every aspect of our work. We are committed to always:
- Putting clients first at all times.
- Delivering a comprehensive wealth planning experience.
- Remaining independent.
- Offering objective advice.
- Providing transparency of costs and portfolio constructions.
- Going above and beyond to create extraordinary client relationships.
Endeavor in the Community
We’re proud to support our community organizations with philanthropic support and leadership.
Meet the Team
Endeavor brings decades of private banking and financial planning to benefit you and your family. Get to know our team.
Colter Lewis
Founder & Managing Partner
Colter Lewis is an experienced financial professional with 27 years of expertise in the fields of wealth management and investments. He has worked in various roles in financial planning, philanthropy, private banking, and family office services.
Throughout his career, Colter Lewis has held executive leadership positions in a global, publicly traded private bank and trust company, where he has been responsible for managing high-net-worth clients’ financial portfolios. This experience has given him a deep understanding of the unique needs and challenges faced by affluent families in managing and growing their wealth.
To complement his extensive practical experience, Colter Lewis has also earned several prestigious professional designations through rigorous academic study. These include the Certified Financial Planner (CFP®), the Certified Private Wealth Advisor (CPWA®), and the Chartered Financial Consultant (ChFC) designations. These designations demonstrate his deep understanding of the complex financial and investment strategies that can help families achieve their financial goals.
Throughout his career, Colter Lewis has provided personalized financial advice and guidance to a diverse range of successful families. He understands that each family has unique financial goals and challenges and takes a customized approach to help them achieve their objectives.
Overall, Colter Lewis is a seasoned professional with a wealth of experience in wealth management and investments. His extensive knowledge and practical experience, combined with his dedication to providing personalized, customized advice, make him a valuable resource for individuals and families seeking to achieve their financial goals.
LeRoy Bell
Vice Chairman
LeRoy Bell serves as Vice Chairman of Endeavor Advisors. Backed by decades of industry experience, he works alongside Colter and Freddy to shape and deliver Endeavor’s mission.
LeRoy brings over 50 years of financial services and investments experience. Most recently, LeRoy was founder and president of Compass Financial Strategies, which joined Endeavor Advisors in 2023. He is a former president of the Texas Association of Life Underwriters, trustee of the National Association of Life Underwriters, Assistant Presiding Officer for the Brazos River Authority, and former Chairman of the Board for Disability Resources. He earned his Chartered
Life Underwriter (CLU®) designation from The American College of Financial Planning.
An attendee of Texas Tech University, LeRoy was a volunteer pilot for the South-Central Region Angel Flight Program for several years. He’s a recipient of the Silver Beaver and Silver Antelope recognition by the Boy Scouts of America and a 65-year member of the Kappa Sigma Fraternity.
Freddy Garza
CFP®, CPA, Partner & Director of Wealth Planning
Freddy is a Partner and serves as Director of Wealth Planning for Endeavor Advisors. In this role, he delivers valuable and actionable wealth planning advice that helps successful families and family offices grow and preserve wealth over multiple generations. His professional expertise includes holistic financial planning, goals-based investment management across all asset classes, income tax efficiency, cash flow modeling, executive compensation and retirement strategies, philanthropy objectives, risk management analysis, and lifetime gift and estate planning.
With nearly 20 years of planning and client service experience, Freddy has an intimate understanding of the wealth accumulation, preservation, and distribution life cycle and how to position his clients for long-term financial success. Prior to joining Endeavor Advisors, Freddy was a Senior Wealth Advisor at Northern Trust Wealth Management for over 15 years, where he advised successful families on all significant matters of their financial lives. He started his career in public accounting at the “Big 4” public accounting firm, Deloitte.
Freddy graduated from the University of Notre Dame with a degree in Accountancy, and also obtained advanced degrees from the University of Texas at Austin (Master in Professional Accounting), and DePaul University (M.B.A. in Finance). He is a CFP® professional and Certified Public Accountant (CPA) (Texas). He is an active member of the financial planning community, currently serving as Treasurer of the Financial Planning Association (FPA) of Houston, and is a member of the Texas Society of CPAs, Houston Estate & Financial Forum and Houston Business and Estate Planning Council. Freddy lives in Pearland, Texas, with his wife, Elizabeth, and daughters, Ella and Avery.
Susan Shepard
Client Experience Manager
Susan Shepard was raised in Bradshaw, Texas, and considers herself “a local”. She graduated from Jim Ned High School and then attended Tarleton State University, majoring in Business Administration. Susan brings more than 20 years of investment industry experience. When asked about her role at our firm, her favorite part of the position is the relationships that we create with our clients. “So many have become like family. Watching them grow personally and financially is the greatest reward.”
Susan and her husband, Steven, were married in 1984 and have an amazing daughter, Stephanie, and son-in-law, Kyle. However, it is her grandson, Sutton, and granddaughter, Sawyer, who keep them busiest with football, baseball, dance, and cheerleading. Susan and Steven are passionate about helping children and can be found serving their community through Shriner’s, Scottish Rite, and their church.
Deborah Bell
ChFC®, CLU®, Client Advisor
Deborah Bell is a Client Advisor for Endeavor Advisors. She works closely with clients, helping with day-to-day administration and answering questions.
Deborah brings broad work experience to her role at Endeavor. Before joining our team, she was the vice president of the Texas State Board of Nursing and former vice president of the Abilene Chamber of Commerce. Deborah spent 12 years as vice president for the Brazos River Authority and was appointed by Governor Clements to serve on the Texas Commission for Women. She also served on the Board of Directors of Abilene Regional Medical Center.
Deborah graduated from the University of Arkansas, and she earned her Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Planning.