Family Office Director - Bill Bourbonnais

Bill Bourbonnais MBA, EA, CTM

Bill Bourbonnais has been an independent tax advisor since 1993 and an Enrolled Agent since 1997. He serves clients nationwide in numerous industries, including health care, dentistry, manufacturing, IT and Professional Consulting, real estate investing, restaurants and hospitality, and more. Bill has owned and operated tax firms in California, Arizona, and North Carolina, and holds BSBA and MBA degrees in Finance. In addition to being a Tax and Wealth Strategist, Bill taught undergraduate tax and accounting for a major university for several years and is a best-selling author of “You Can Deduct THAT? How small business owners can transform ordinary spending into tax savings.”

Laura Bourbonnais

Laura Bourbonnais is CMO and co-founder of Bourbonnais Tax Associates LLC. In addition to providing exceptional service to our clients in the areas of tax consulting, accounting, and business analysis and strategy, Laura has been a licensed real estate professional since 1998 and currently holds her Series 65 and North Carolina Life and Health licenses. As a serial entrepreneur and business management professional, she brings over 25 years of business and management experience to the firm, including over a decade of restaurant management and food service industry experience, over 20 years of real estate experience, and extensive multi-location franchise ownership and operations.

Michael French

In his prior role, Michael led the investments team at an RIA in Austin, TX. He implemented quantitative-driven portfolio strategies and efficiencies within the investments team and the firm during his tenure. He was also the primary “Investment voice” to the firm’s advisors and highest-net-worth clients. Additionally, Michael was responsible for leading both internal training sessions and external presentations.

Prior to that role, Michael was the Chief Investment Officer at an RIA in the DFW area. In addition to portfolio creation and maintenance, he was responsible for creating and maintaining a proprietary liability-driven investment solution that automated the creation of investment allocations for clients throughout their retirement journey.

In his 30+ year career, Michael has worked under Nobel Laureates and in various financial services capacities around the globe.

Michelle Simpson

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.

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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Bill Bourbonnais

(919) 803-6468

9121 Anson Way, Suite 200, Raleigh NC 27615

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