Family Office Director - Jeff Sheriff — Family Office Director

Jeff Sheriff, CPA

Over Jeff’s decades as a CPA, he has mastered the art of tax planning for families and the businesses they own.

Jeff has often been asked for advice about investing and financial planning but was frustrated by the inherent conflicts and lack of transparency infecting the wealth management industry.

After much research, Jeff found a partner firm that could help his clients implement their tax & wealth strategies that philosophically aligned with his values and had a methodology to implement those values into holistic planning with a Taxes First, Then Math approach.

As a Family Office Director, Jeff is responsible for advanced tax planning and ensuring the integrity of the planning and solution development process. Jeff relies on the expertise of Financial Gravity, Inc., a company whose mission is to implement strategies that integrate lower costs, higher tax efficiency, more comprehensive diversification, and risk transparency.

Jeff earned a bachelor’s degree with high honors and special honors in psychology from the University of Texas. His education continued with graduate courses in accounting, taxation, and management.

Jeff is married to Laura, and together they raised six children. They also have nine grandkids. Jeff enjoys cycling, traveling, playing pool, and playing with his grandchildren.

Ashley Winters

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 and is Financial Gravity’s Senior Family Office Partner.

Michelle Simpson

Ashley Winters0

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

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Jeff Sheriff

972-889-3003

104 N Birmingham Street, Wylie TX 75098

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.

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