Family Office Director - John Drawdy — Family Office Director

John Drawdy CPA

John Drawdy is an accounting, financial, and tax professional with almost 30 years of extensive experience. John holds a bachelor’s degree and an MBA from the University of South Carolina. He is a Certified Public Accountant (CPA) and a Certified Tax Coach (CTC). John has taught accounting classes at both undergraduate and graduate levels. Additionally, he has been invited (by special request) to compose and edit questions for the CPA Exam. Recently, he has completed his Advanced Certified Profit First Professional certification and has implemented the Profit First system in his business. His knowledge allows him to assist in guiding clients through the implementation of the Profit First system in their business.

Roy Kelsey

Roy Kelsey has served as trusted Financial Advisor for over 25 years. Roy graduated from the University of Central Florida with a bachelor’s degree in Business Administration, majoring in Finance. Roy is a Certified Investment Management Analyst® professional, a Certified Private Wealth Advisor® professional, and completed training on investment fiduciary responsibility, and has earned the Accredited Investment Fiduciary® professional designation. His experience and knowledge allows him to serve as a trusted advisor to his clients, assisting them to and through retirement while navigating changing economic conditions.

Michelle Simpson

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.

Sign Up for the Family Office Chronicle

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

ADV2A | CRS | Privacy Policy

John Drawdy

(770) 928-7229

111 Towne Lake Parkway, Suite 110 Woodstock, Georgia, 30188

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.