Vardan Pososian, CPA, Former IRS Agent

Vardan Pogosian is a Certified Public Accountant and a former IRS Agent. Vardan uses his expertise gained at IRS and in his tax consulting practice to help business owners, investors, and high net worth individuals legally reduce their taxes.

As an Agent for the IRS for nearly ten years, Vardan has worked on some of the most difficult and complicated IRS tax audit cases. As a result of each challenge he’s encountered, he has also discovered opportunities and solutions, which makes him that much more practiced at what he does. By working in that high stake’s environment alongside highly accomplished tax attorneys, CPAs and business consultants, Vardan acquired the knowledge that makes him uniquely qualified in advising clients on legally minimizing their tax burden.

In his private practice, Vardan has helped business owners and investors save millions of dollars in taxes. Whether clients are overpaying their business income taxes or facing a large capital gains tax on sale of their property or business, Vardan can help alleviate the tax burden.

Vardan earned his Bachelor’s Degree in Accounting from the University of Southern California (USC) and is a proud member of UCS’s Alumni Association, as well as an active member of CalCPA. Vardan formerly served as an Adjunct Instructor at Glendale Community College teaching Financial Accounting. Additionally, while serving as an IRS agent, he mentored and taught numerous classes and workshops for newly – hired agents.

With his expertise and IRS background, Vardan enjoys giving presentations to professional organizations. Most recently, he spoke about “The IRS Audit Selection Process” and “Three Little Known Tax Planning Strategies.”

In his spare time, Vardan enjoys traveling, reading, mentoring youth at his local church, and spending time with his wife and two children.

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.

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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.