Will Sparks

  • Family Office Director

Will Sparks joins Financial Gravity. Will grew up in Midland, Texas, and has returned to his roots after being in Austin for the last few years. Will’s background in general business with minors in history and agricultural economics opened a number of doors, all in a manner to serve others. Will studied at Texas A&M, where he was involved in the Young Life high school ministry. This drove his heart towards serving others and gave him the academic foundation to serve others in complex manners, such as finance.

Will understood that finance was something that always seemed to be a heavy topic, and he wanted to lend a hand to help families plan for retirement or future legacies down the road. He understood that meeting people where they are at meant to add the service from a starting point and work along with their system to be sure the plan fits what they need and works best with their relationships. He believes this next step was the best way to bring new ideas to his clients while ensuring it wasn’t a redo on anything done prior. He wants people to understand that being young in the industry might be seen as a disadvantage, but Will believes that with the long-term mindset and the team here at Financial Gravity, he will be capable of bringing one of the best services to his hometown.

He aims to bring the conversation to the people around West Texas and drive out to them. He knows that a handshake and being in person mean a lot to people, and he has decided to move there full-time to drive for the sake of others. He mentioned, “In a time where we can zoom and call, a handshake and being in person has only gotten more valuable in our modern remote world.” He is excited to see what conversations could be had around the West Texas community.

When talking to Will about Financial Gravity and why he joined. Will said, “My favorite part of the job is serving folks and giving them the best service I possibly can. I wanted to be in a spot where I could give the same level of care and service and have the same level of support to back me up, no matter where the client’s current situation sits. Everyone wants to have a team to fully back them up, and I believe Financial Gravity brings the support that I need.”

Michelle Simpson Family Office Partner Liason

Michelle Simpson

  • Family Office Partner Liaison
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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ⓒ.

Kaili-Winters

Kaili Winters

  • Chief Compliance Officer

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.

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Will Sparks
432-230-6000
2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

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