Family Office Director - Tom Williams - Family Office Director

Tom Williams, EA

A natural problem solver, Tom found his calling early on in financial services once understanding the significance of the positive and life-changing impact a trusted financial advocate can have, whether it be in the form of tax planning or wealth advisory.

As Managing Partner and co-founder of Advisant Financial, Tom specializes in strategic tax planning, financial advisory, IRS representation, and tax liability forecasting for his clients.

Tom is a graduate of Michigan State University with a Bachelor of Arts degree in Accounting and began his career in finance. He also gained a footing in the film industry through the management of accounting and film tax credits for a number of productions, prior to ultimately shifting his focus to assisting business owners and individuals.

When away from the office, Tom spends his downtime with his family and caring for a household affectionately known as the “zoo”, where until recently the number of animals outweighed the number of people living under the same roof. He is also active in his community and has previously volunteered his time to help taxpayers file through the IRS certified VITA program (Volunteer Income Tax Assistance).

Ashley Winters

Ashley Winters is a highly accomplished financial services professional with over 15 years of experience and currently serves as Financial Gravity’s Senior Family Office Partner. In this role, she helps clients achieve their life goals by providing comprehensive and coordinated advice across a wide range of financial areas. She manages proactive tax planning, wealth management, risk mitigation strategies, financial planning, estate planning, and charitable giving strategies. By overseeing these key areas, she ensures her clients receive conflict-free, tailored guidance to meet their unique financial needs and goals.

Over her career, Ashley has held several leadership roles across three different companies, where she has developed a reputation for delivering exceptional client service and strategic financial solutions. Her approach allows families to help protect and grow their wealth while planning for the future.

Beyond her work with clients, Ashley is also a dedicated mentor and trainer to financial advisors. She is committed to helping the next generation of advisors develop the skills and knowledge they need to provide high-quality, personalized service. Her leadership and commitment to the profession make her a trusted partner in helping families achieve long-term financial success.

Michelle Simpson

Ashley Winters has been working in the financial services industry for the past 10 years. She has extensive knowledge in both sales and operations. She has worked in many different realms of the business including B2B and B2C. She also has experience in the tax industry, holding sales roles at a CPA firm, as well as tax planning experience. She currently 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.

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Tom Williams

720-515-0557

1610 Wynkoop St, Ste 550, Denver CO 80202

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