Mitch Monson

  • Family Office Director

With 25 years of experience in financial planning for individuals and institutions, Mitch Monson truly enjoys his work. Due to the enormous impact, his favorite areas of focus are tax-free income planning and efficient wealth transfer roadmapping for retirees. For this reason, Mitch is thrilled to join Financial Gravity, a leader in consolidating typically segregated disciplines of proactive tax planning, wealth management, estate planning and tax compliance. As a fiduciary, he takes an all-inclusive approach to all aspects of investing, risk management, legacy planning and taxes. Mitch holds a bachelor’s degree in Finance from the University of Utah, is “Series 65 licensed,” and holds his life/health licenses. In his free time, he enjoys mountain biking with his three sons and still volunteers by sweeping for the high school team – as he had a hard time quitting when his sons graduated. Mitch also enjoys springtime with his wife golfing.

CA State License: 4000958

Michelle Simpson Family Office Partner Liason

Michelle Simpson

  • Family Office Partner Liaison
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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.

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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.

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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.

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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.

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Mitch Monson
480-252-6691
4425 E Agave Rd, #106, Phoenix, AZ, 85044

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