Our Team
John J. Gurun, CFA
Chairman Emeritus
John founded WhiteRock Wealth Management over 40 years ago. His leadership, insights, and relationships have garnered success for his clients for generations. As a true testament to his accomplishments, many of his early clients have generated wealth beyond their lifetimes. Today, many of his first client’s heirs and grandchildren are legacy clients and continue to benefit from his wisdom and prudence. A former powerhouse of the industry, he built portfolios that truly captured the needs of his clients and paired it with the market’s upward trajectory.
Years ago, John promoted his son David to lead the day-to-day operations of the firm. John earned an MBA from Syracuse University and BA from Norwich University. He is a Chartered Financial Analyst (CFA) and a pioneer in the modern financial industry.
David P. Gurun, CFP, CPA, CFA
President & CIO
David has led the WhiteRock Wealth team for over a decade. Over the years, David’s guidance and investment advice has enhanced and evolved the business. When he is not meeting with clients, he is analyzing various market trends and cycles across market variables. He has an uncanny ability to dissect numbers and builds impressive data models during his research. Innately conservative, David hones his financial views from empirical data, financial scholars, and respected news sources.
Early in his career, David worked for other financial institutes before joining WhiteRock Wealth to assist his father and the founder, John. Having a strong aptitude for reading numbers, David quickly grew the business through his clients’ investments. Learning from a young age, he curated portfolios that carefully balanced risk and reward for his clients.
David’s extraordinary academic accomplishments include, Certified Public Accountant, Certified Financial Professional, and Certified Financial Analyst. He earned a BA from Baylor University in Accounting. David is an avid runner and loves to read. He enjoys traveling abroad and donating his time to various charities throughout the metroplex.
Kevin R. Tehan
Vice President, Wealth Manager
With over 10 years of experience, Kevin takes a holistic approach toward client portfolios. He dives into the companies’ cash flows’, keenly focused on revenue and dividends. Kevin is an innately curious person who excessively researches everything. When he is analyzing businesses, he considers competitors, new product developments, new patents, and monitors how laws and regulation may influence growth in the sector. He follows corporate changes like acquisitions, mergers, joint ventures, and leadership changes.
Kevin oversees the day-to-day operations of WhiteRock Wealth Management. He is charged with leading the firm’s business development, marketing, logistics, and SEC compliance. Kevin earned a BA in Economics from the University of Texas at Dallas. He loves spending time with his wife and three girls under the age of 3. He enjoys Dallas sports and playing golf.
Matthew C. Thompson
Wealth Manager
Matt is well known for his easy-going personality, but some are surprised to learn how gifted he is to interpret data. When Matt is not in meetings, he closely monitors his client’s stocks via earnings calls and financial reports. Matt is obsessed with data and trend following. He takes deep dives into the numbers, meticulously scrutinizing holdings’ revenues, debts, and investments.
Prior to becoming a Wealth Manager, Matt spent 17 years in real estate helping business owners make pivotal decisions for their company. It was through this lens; Matt discovered his passion for helping individuals reach their financial goals. Because of his career in real estate, Matt intrinsically understands the importance of diversifying your investments away from the industry your business is hedged. He dutifully watches over clients with variable income, provides tax shelter opportunities, and an astute attention to cash management.
Matt oversees the firm’s accounting, budget, and the firm’s financial initiatives. Matt graduated from SMU with a BA in Real Estate Finance and minor in Economics. He is an avid reader, Tae Kwon Do black belt, an amateur chef, and most importantly, a husband and proud father of three wonderful children.
Dave Bell
Chief Financial Planner
With over 30 years of experience, David is a powerhouse of ideas to help clients save or spend money. He provides highly specific, customized strategies for your savings, spendings, taxes, and investment allocations. He takes a deep dive into your career, lifestyle, current assets, unique situations, and retirement goals. His clients are always astounded by his attention detail and extensive knowledge in finance laws and accounting practices. Finally, Dave makes recommendations for your wealth manager, tax accountants, legal team, and insurance agent.
Dave is semi-retired and works as a consultant with clients by request. He joined WhiteRock Wealth Management after decades of running his own financial planning practice. When he is not at at the office, he is working on his ranch in East Texas. He is an expert gardener and personally plants over 300 tulip bulbs each fall.
Ellissa Kiowski
Client Relationship Specialist
Ellissa’s responsibility is to provide the best client experience possible. She facilitates all administrative tasks, including onboarding new clients, account administration, estate administration, reporting quarterly statements, and overseeing all transactions with 3-point verification process. Ellissa is detail-oriented and trustworthy, ensuring each task is completed in an efficient and effective manner. During the onboarding process, she serves as a conduit between new clients and their wealth manager’s targets. She manages the process and experience to make it as seamless, positive, and as efficient as possible. Additionally, Ellissa is adept at executing asset transitions, fulfilling client requests, and solving complex issues as they arise.