Loren Grabau

  • Family Office Director

As a dedicated Financial Advisor, Loren specializes in partnering with individual investors, families, and small business owners to help them achieve their financial goals. He holds a Bachelor’s Degree in Finance from Texas A&M University and maintains Series 7 and 66 licenses. 

Loren began his financial career nearly 20 years ago in Houston, Texas, as an auditor for Protiviti, followed by a decade in the oil and gas industry with Roger A. Soape. Serving clients as a Financial Advisor over the past several years has proven to be the most rewarding role yet. The next chapter of his career is anticipated to be the most fulfilling, with the recent launch of Grabau Wealth Management powered by Financial Gravity.

Beyond his professional life, Loren is an avid foodie, enjoys traveling, and is actively involved in his community. He and his wife, Lindsay, both grew up on California’s beautiful Central Coast, where they are now raising their three young children.

Michelle Simpson Family Office Partner Liason

Michelle Simpson

  • Family Office Partner Liaison
fopfield10
jill jaglowski headshot

Jill Henderson

  • EVP of Client Success

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-financial-gravity-tax-master-network-1

Ed Lyon, J.D.

  • Tax Strategist and Tax Lawyer

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-PhD-Financial-Gravity

Dr. William R. Nelson, Ph.D.

  • Chief Investment Officer

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-orourke-headshot-1

Dave O'Rourke

  • Director of Education

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

  • Chief Compliance Officer

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.