Bill Perlette

  • Family Office Director

Bill Perlette, began his career in the banking industry, where he achieved senior management levels and last functioned as Executive VP and Chief Operating Officer for a community bank.  He also has since then been an owner and active participant in several businesses, including cell phone communications, high-performance marine components, and commercial mortgage lending and he ran a nationally recognized manufacturing company.

 For the last two decades, Bill has operated a tax consulting, planning, and preparation office.  His varied experience prior to the tax work allows for an experienced view when advising his business clients.  The financial advisory services are a natural offshoot of the office, and those will be managed with the same attention that has gone into all of the activities to date.

CA State License #2530168

Roy Kelsey

  • Family Office Partner

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

  • Family Office Partner Liaison
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

  • 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ⓒ.

Ashley Baucum

  • Compliance Officer

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Bill Perlette
(951) 240-5747
28991 Old Town Front St., Temecula CA 92590

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