Kristopher Blasl

  • Family Office Director

As a seasoned financial planner with a background in sports medicine, I bring a unique perspective to the world of financial services. Graduating with a Masters from Baylor University and a Bachelors from the University of South Florida, my academic journey laid the foundation for a career driven by a passion for helping others achieve their goals.

Transitioning from the dynamic field of sports medicine, where patience and intentionality are paramount, I seamlessly pivoted into the financial services industry. For the past six years, I’ve had the privilege of working within a collaborative team environment, specializing in comprehensive financial planning.

Professionally, my approach is guided by a commitment to understanding each client’s unique goals and tailoring strategies to suit their individual needs. Whether it’s retirement planning, investment management, or wealth preservation, I strive to provide holistic solutions that empower my clients to make informed financial decisions.

On a personal note, I am blessed with a fulfilling family life, celebrating seven wonderful years of marriage to my lovely wife. Together, we cherish the joys of parenthood, raising two children with another on the way. Outside of the office, you’ll often find me embracing an active lifestyle, whether it’s hitting the gym, exploring the great outdoors, or simply enjoying quality time with family and friends.

I am dedicated to not only helping clients navigate the complexities of financial planning but also to fostering meaningful relationships built on trust, integrity, and shared success. Let’s embark on this journey together towards financial empowerment and security.

Michelle Simpson Family Office Partner Liason

Michelle Simpson

  • Family Office Partner Liaison
jill jaglowski headshot

Jill Henderson

  • EVP of Client Success

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-financial-gravity-tax-master-network-1

Ed Lyon, J.D.

  • Tax Strategist and Tax Lawyer

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-PhD-Financial-Gravity

Dr. William R. Nelson, Ph.D.

  • Chief Investment Officer

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-orourke-headshot-1

Dave O'Rourke

  • Director of Education

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

  • Chief Compliance Officer

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.

Control the Controllables™

Request Your Free Taxes First, Then Math™ Analysis

Click the button below to start the process. Use the form to upload all of your investment statements. We will then be in touch with your Taxes First, Then Math Analysis. 

tftm offer

Sign Up for the Family Office Chronicle

Use the form to subscribe to the Family Office Chronicle, our monthly newsletter.

ADV2A | CRS | Privacy Policy

Kristopher Blasl
(352) 220-4101
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2024 Financial Gravity Family Office Services and Financial Gravity Companies, Inc. 

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Family Office Services, LLC (“FGFOS”), an SEC Registered Investment Adviser. FGFOS does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Investment Advisor Representatives of FGFOS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGFOS Compliance Department at 800-588-3893.