Family Office Director - Lauren and Dave Fischer

Lauren Fischer, CFP®, CAIA®

Lauren Fischer is an experienced finance executive with over a decade of experience in investing and financial planning spaces. As a Financial Planner, she is relentlessly committed to excellence in helping clients achieve their financial goals.

Lauren began her finance career with SALI Fund Services, a turnkey platform for creating and administrating Insurance Dedicated Funds. Her clients at SALI included boutique hedge funds and some of the largest wealth management institutions in the world. Lauren then joined Artemis Capital Management, a quantitative long volatility hedge fund where she earned the Chartered Alternative Investment Analyst℠ certification. She was the Director of Operations and CCO of Artemis, working with both individual and institutional investors, alike. After seeking a career change, she joined Grace Capital Management as a Financial Planner, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2024. Throughout her career, she has developed a passion for helping others achieve their goals and a reputation for excellence in every aspect of her work. Lauren graduated from Texas A&M University with a Bachelor’s Degree in International Studies with a minor in Communication.

Dave Fischer, CFP®

Dave Fischer is an experienced Financial Planner passionate about helping people achieve their financial goals. Dave strives to provide a holistic, client-first financial planning approach that gives people precise solutions and peace of mind for their unique financial picture.

Dave began his career as a Financial Planner with 49 Financial as part of AXA Advisors. During his time with 49 Financial, Dave cultivated his passion for finance and his commitment to his clients, always striving to put their needs first. Dave went on to join Grace Capital Management, where he worked as a Financial Advisor for over 5 years and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2021. Dave graduated from Texas A&M University with a Bachelor’s Degree in Management Information Systems from the prestigious Mays Business School.

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.

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Team Fischer Financial

(512) 568-1743

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

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