Shelley Johnson, CPA

An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satisfaction. Hailing from a long line of women in finance, Shelley’s grandmothers and mother had long careers in banking. Figuring year-end dividend earnings was a steady job during her teen years.

As the owner of the Indianapolis-based advisory firm, Jayd Advisors (formerly known as Allman Johnson CPAs & Advisors), Shelley is focused on helping business owners and individuals seeking sophisticated, yet logical tax planning with an emphasis on cash flow, profitability, and family wealth.

Shelley is a graduate of Purdue University with a degree in business and farm management. Her association with professional and service organizations over the last 35 years includes membership in the American Institute of Certified Public Accountants and the Indiana CPA Society. Shelley is the past chapter president of the American Society of Women Accountants (now known as The Accounting and Financial Women’s Alliance) and the past president of the Indiana Board of Accountancy. She has also held committee positions on the National Association of State Boards of Accountancy.

In the community, Shelley is active as immediate past chair of the board of the United Methodist Foundation of Indiana, Inc., and previously was involved in the Indianapolis Neighborhood Housing Partnership (past treasurer). Other free time is spent with family, cheering on her alma mater, reading, or being active in local church activities.

Roy graduated in 1997 from the University of Central Florida with a B. S. in Business Administration, majoring in Finance. Soon after graduation, he discovered his mission in life is to create a world where people are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they impact around the world.

Helping people has always made him happy, so it’s easy to understand why helping people with their personal finances is his passion. In 2000, he married his best friend and the love of his life, Jennifer. They have three amazingly bright and talented children, Jadyn, Megan, and Caleb. They love taking vacations together around this beautiful country and hope to travel abroad when their kids are older. They also enjoy spending time doing activities outdoors or on the water in their boat.

Michelle Simpson

Ashley Winters has been working in the financial services industry for the past 10 years. She has extensive knowledge in both sales and operations. She has worked in many different realms of the business including B2B and B2C. She also has experience in the tax industry, holding sales roles at a CPA firm, as well as tax planning experience. She currently holds her Series 65 and Texas Life and Health Insurance license.

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.

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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.

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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.

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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.