karen Cassidy Family Office Director

Karen 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

Processed with Lensa with LA2 filter

Ashley Winters

Ashley Winters has been working in the financial services industry for the past 10 years. She has extensive knowledge in both sales and operations. She has worked in many different realms of the business including B2B and B2C. She also has experience in the tax industry, holding sales roles at a CPA firm, as well as tax planning experience. She currently holds her Series 65 and Texas Life and Health Insurance license.

Michelle Simpson

Scott Winters II assists Ashley Winters as a Family Office Liaison.

Jill Jaglowski

Jill Jaglowski 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 has extensive compliance experience at one of the top 3 Broker/Dealers in the US, one of the fastest growing TAMPs, as well as audit experience with both Finra and the SEC. Her broad-based knowledge of both the BD and the RIA side of the industry will prove extremely helpful. She has her Series, 7, 66, 24, and Insurance licenses.