Family Office Director - Karen Cassidy

Karren Cassidy, CPA, CTC

Karen Cassidy knew she wanted to work in the arena of accounting and finance since high school. Eager to get on with it, she pursued her B.S. degree in accounting in just three years, graduating cum laude in 1983. Since that time, she has continued her career in public accounting and in the past decade has pursued additional certifications in tax planning and financial coaching. She is a Certified Tax Coach and Mastery level Profit First Professional. Her mind is always plotting ways to help her clients increase cash flow while reducing the taxes they pay. Karen is passionate about reading, bargain shopping, ongoing learning opportunities and travel.

CA State License #20228926

Evan Riss

Evan is in his second year within the Financial Services Industry where he holds his Series 66 and Series 7 license. Evan enjoys developing relationships with his clients in an attempt to help them identify, prioritize and achieve their financial goals and priorities. A 2022 graduate from The Ohio State University, Evan now lives in Columbia, MD, where in his free time he enjoys staying active, skiing and attending sporting events.

Michelle Simpson

Scott Winters II 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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Karen Cassidy

805-481-4997

312 E Branch Street, Arroyo Grande CA 93420

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