Family Office Director - Joseph Reyes - Family Office Director

Joseph Reyes, CPA, CTM, MS

Joseph L. Reyes is a Certified Public Accountant who insists on proactive tax planning as the key to being tax efficient and financially ahead of the curve. He works with Financial Professionals to help mutual clients improve their businesses and finances. He helps small businesses deal with most of the financial issues they face, especially those in Real Estate. Joseph has a Master of Science in Finance from Drexel University and is a member of Beta Gamma Sigma. Joseph graduated from Pace University with a Bachelor of Business Administration in Public Accounting. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is also an investment Advisor and holds a Life Insurance License.

Roy Kelsey

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 my 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 our boat.

Michelle Simpson

Ashley literally grew up in the financial services industry, the daughter of a husband-and-wife team of entrepreneurs with decades of combined experience, both in broad-based solutions and in fintech. By the time she turned 21, she was already seasoned in operations, administration and asset allocation. Ashley is also deeply steeped in the distribution of financial solutions via turnkey asset management platforms, having been liaison to dozens of broker-dealers, RIAs, and CPAs. This wealth of experience combines beautifully with her can-do personality, allowing her to forge strong and lasting personal connections. A great listener, Ashley is dedicated to the best interests of every client she serves. She 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.

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ⓒ.

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.

Control the Controllables™

Request Your Free Taxes First, Then Math™ Analysis

Click the button below to start the process. Use the form to upload all of your investment statements. We will then be in touch with your Taxes First, Then Math Analysis.

Upload Investment Statements

Sign Up for the Family Office Chronicle

Use the form to subscribe to the Family Office Chronicle, our monthly newsletter.

ADV2A | CRS | Privacy Policy

Joseph Reyes

(215) 525-2976

100 W Main St., Lansdale PA 19446

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through Financial Gravity Family Office Services, LLC (“FGFOS”), an SEC Registered Investment Adviser. FGFOS does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.

This site is published for residents of the United States only. Investment Advisor Representatives of FGFOS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the FGFOS Compliance Department at 800-588-3893.