Financial Gravity's Executive Team

Scott Winters
Chief Executive Officer

Jennifer Winters
Chief Operations Officer

Gary Nemer, J.D. 
Chief Financial Officer

Dr. William R. Nelson
Chief Investment Officer

Mark Williams
Chief Revenue Officer

Ed Lyon, J.D.
Chief Tax Strategist

Dave O’Rourke
Director of Education

Zach Trimble
Chief Marketing Officer

Ashley Baucum
VP of Compliance

Jill Henderson
EVP of Client Success

Brian Wolf
Chief Business Development Officer

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We believe that only our Family Office model provides all of these valuable benefits. Our model stands in sharp contrast with the conflict-ridden, costly and confusing universe of competing claims that describe so much of the financial services industry.

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2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

© 2023 Financial Gravity Family Office Services and Financial Gravity Companies, Inc. 

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