Financial Gravity Team - Financial Gravity Family Office Services

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

John Pollock
EVP of Recruitment

Ashley Baucum
VP of Compliance

Jill Henderson
EVP of Client Success

Brian Wolf
Chief Business Development Officer

Zach Trimble
Chief Marketing Officer

Your Objectives, Your Goals, Your Plan

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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1-800-588-3893
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

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.

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