Kimberly Perry, CPA

Kim grew up around taxes with her mom being an Enrolled Agent and running a seasonal tax practice out of their home. She realized at an early age that she wanted to follow in her mother’s footsteps. She earned her bachelor’s degree in Accounting from California State University, Hayward, and became a CPA. She worked side by side with her mom for many years and built up the practice to what it is today, a full-service tax and accounting firm with 4 employees who share the same passion for helping others. Kim has her Life and Health Insurance license as well as her Series 65 license and is very excited to bring the family office vision to her clients so that she can make a bigger impact on their lives.

CA State License #18422043

Michelle Simpson

Scott Winters II assists Ashley Winters as a Family Office Liaison.

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ⓒ.

Ashley Baucum