Family Office Director - Jon Bell - Family Office Director

Jon Bell, CPA, CTM, CTC, MACCT

Jon Bell, CPA, MACCT, CTM® founded his tax and accounting practice in 2010 based on the same principles of his family’s department store – Bell’s Store that operated in downtown Santa Fe, NM for nearly 60 years. “You’re somebody special at Bell’s” still rings true today with all of Jon’s clients.

Professional Background: Prior to his career in accounting, Jon founded and operated Air Award Exchange, an online broker of frequent flier miles and airline awards which served clients nationwide. He also spent six years as a craps and blackjack dealer, and nine years as a buyer and manager for a large national retailer.

Having been a Tax accountant for over 20 years, Jon fully understands the complexities of small business and taxation issues. Jon has worked with clients in many industries but nowadays primarily focuses on healthcare professions, real estate investors, small retailers, and professional service providers. As a Certified Tax Master, Jon has the knowledge to help make his services more like an investment, rather than an expense.

Education: Jon holds a bachelor’s degree in General Management (BBA) and a master’s degree in Accounting (MACCT) from the University of New Mexico in Albuquerque, New Mexico.

Professional Affiliations: He is a licensed Certified Public Accountant (CPA) in the state of New Mexico. Jon is also member of the National Society of Accountants, the Professional Association of Small Business Accountants, and the New Mexico Society of CPAs. Jon also is a member of the Tax Masters Network and Certified tax Coach where the focus is on leading-edge tax reduction strategies.

Jon is married to Sherry Bell. They are the proud parents of their two precious boys, Alec and Aaron. Jon takes pride in being a 3rd generation New Mexican, having been born and raised in Santa Fe, New Mexico. Jon’s parents Irving and Marilyn Bell, and immigrant grandparents Morris and Ethyl Bell, owned and operated Bell’s Department Store just off the plaza in downtown Santa Fe until its untimely closing in 1984. In his spare time Jon enjoys watching his son Aaron play baseball, skiing in the high-country of NM, playing tennis and golf, and is a very avid fan of the Cincinnati Bengals.

Ashley literally grew up in the financial services industry, the daughter of a husband-and-wife team of entrepreneurs with decades of combined experience, both in broad-based solutions and in fintech. By the time she turned 21, she was already seasoned in operations, administration and asset allocation. Ashley is also deeply steeped in the distribution of financial solutions via turnkey asset management platforms, having been liaison to dozens of broker-dealers, RIAs, and CPAs. This wealth of experience combines beautifully with her can-do personality, allowing her to forge strong and lasting personal connections. A great listener, Ashley is dedicated to the best interests of every client she serves. She holds her Series 65 and Texas Life and Health Insurance license and is Financial Gravity’s Senior Family Office Partner.

Michelle Simpson

Ashley Winters assists Ashley Winters as a Family Office Liaison.

Jill Henderson

Jill Henderson has been working closely with Advisors for over 20 years overseeing all aspects of the advisory services side of the business where she trains and supports the advisors on the wealth management platforms, programs, and services offered through the RIA. In addition, Jill has worked closely with the Chief Compliance Officer where she has helped develop and monitor ongoing policies and procedures. She currently holds her Series 7, 66, and 24 licenses.

Ed Lyon, J.D.

Ed Lyon earned his Bachelor’s from Hamilton College and his JD from the University of Cincinnati College of Law, where he served as Executive Editor of the University of Cincinnati Law Review. He has nearly three decades experience in the tax and financial services industries, where he focuses on helping business owners take advantage of the tax code’s legal “green lights” to pay less. He’s the founder and CEO of the Tax Master Network (previously TaxCoach Software) and currently serves as Chief Tax Strategist for Financial Gravity companies.

Dr. William R. Nelson, Ph.D.

Dr. William R. Nelson is an expert in asset management and the associated technology. As the Co-founder and Chief Investment Officer of EQIS Capital Management, Inc. for over a decade, he was instrumental in the development of technology including their proposal generation system, reporting system, and Mutual Fund Stress test.

Dave O'Rourke

Dave is President of Financial Gravity Asset Management. FGAM creates and delivers Active, Passive and Hybrid investment portfolios using its proprietary Real Risk System. FGAM is also a turnkey asset management platform that automates bespoke IPS creation in the context of the investor’s maximum loss exposure. In addition, FGAM provides Incomizeⓒ, an application that features FGAM’s proprietary Time Optimized Planningⓒ.

Kaili Winters

Kaili Winters brings a wealth of experience in the financial services industry to Financial Gravity. She specializes in helping ensure regulatory adherence and risk management. Kaili navigates complex regulatory landscapes with precision, helping ensure that her firm and clients remain compliant with ever-evolving regulations. She is adept at developing and implementing compliance policies and procedures, conducting audits, and providing training to help ensure a culture of compliance throughout the organization. Kaili’s dedication to upholding the highest ethical standards and keen attention to detail will be invaluable assets in safeguarding Financial Gravity’s reputation and our clients’ interests.

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Jon Bell

505-385-3535

1303 Rio Grande Blvd NW, Albuquerque NM 87104

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