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who we are

About Us

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Endeavor Advisors is an independent wealth management firm with two offices in Texas. As a dedicated fiduciary, we uphold the highest standards of delivering experienced, unbiased, and insightful advice to our clients at the right time. 

Free from the constraints of corporate ownership, we have no proprietary products, sales objectives, corporate initiatives, or mandates. Our sole responsibility and accountability is to our clients. 

Our mission is to assist our clients in making better, more informed decisions about their wealth. We provide peace of mind, simplicity, and experienced counsel that positively impacts client families and the communities in which they live and work.

 

The Team

Colter Lewis

Founder & Managing Partner

LeRoy Bell

Vice Chairman

Freddy Garza

CFP®, CPA, Partner & Director of Wealth Planning

Susan Shepard

Client Experience Manager

Deborah Bell

Client Advisor

Matthew Trow

Investment Associate

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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.

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LeRoy Bell

Vice Chairman

LeRoy serves as Vice Chairman of Endeavor Advisors. Most recently, LeRoy was founder and president of Compass Financial Strategies. Compass Financial joined Endeavor Advisors in 2023.

LeRoy brings over 50 years of financial services and investments experience. He is a graduate of Texas Tech University, 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, former Chairman of the board for Disability Resources. He earned his Chartered Life Underwriter (CLU) designation from The American College.

LeRoy is a volunteer pilot for the South-Central Region Angel Flight Program. 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.

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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.

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Susan Shepard

Client Experience Manager

Susan Shepard brings over 20 years of client service experience to her role as Client Experience Manager.

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Deborah Bell

Client Advisor

Deborah Bell is a Client Advisor for Endeavor Advisors.  She brings 40 years of experience, earned her Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Planning. 

A graduate of the University of Arkansas, a current member and former vice president of the Texas State Board of Nursing and 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 currently serves as Board of Director of Abilene Regional Medical Center.

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Matthew Trow

Investment Associate

Matthew is a native of The Woodlands, Texas and is currently pursuing his B.B.A. in Financial Management at Abilene Christian University’s College of Business Administration. He uses his previous experience in financial analysis, market research, and financial modeling, earned during previous internships with The Howard Hughes Corporation and The Signorelli Company, to support the investment and financial planning services provided to Endeavor clients.  Matthew brings a strong work ethic and contagious enthusiasm and is driven to provide compelling, positive results for Endeavor clients.

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