Family Office Director - Natalie Hoenig

Natalie Hoenig CPA

Natalie Hoenig a Certified Public Accountant (CPA) and a Partner at Lutz | Hoenig CPAs, where her unwavering dedication has made her an invaluable member of the team since July 2007. Notably, her exceptional contributions led to her promotion to the position of partner in 2019.

Natalie’s expertise is centered in the field of small business accounting, where she extends comprehensive support to small business proprietors in a wide array of accounting domains. Her areas of proficiency encompass bookkeeping, payroll administration, tax and financial planning, and the meticulous preparation of income tax returns.

Natalie embarked on her academic journey at the University of Denver, where she successfully earned a Bachelor of Arts degree in History. Building on this foundation, she furthered her educational pursuits by attaining a Bachelor of Science degree in Accounting from Metropolitan State University.

What truly drives Natalie is her dedication to simplifying the intricate realm of accounting for small businesses. She is committed to offering them the vital assistance required for flourishing in their endeavors. Being a Colorado native, she derives immense pride from her role as a professional who aids her fellow Coloradans in achieving triumph in their ventures.

Outside of her professional life, Natalie cherishes spending time with her husband, Jonathan, and their three beautiful daughters, Sienna, Capri, and Brixen, which adds another layer of fulfillment to her life.

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.

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Natalie Hoenig

(303) 794-8171

88 Inverness Cir E, Suite L101, Englewood, COLORADO, 80112

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