Gary Burnell is a financial advisor at Blueprint Investments and Tax Planning with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Blueprint Investments, he worked at Tahoe Investments and Tax Planning, LLC and has experience in education with Crandall Independent School District as well as in real estate through Burnell Homes, LLC. Blueprint Investments and Tax Planning serves individuals, small businesses, trusts, and charities, providing discretionary model portfolio management, comprehensive and hourly financial planning, and advisory referral services. The firm manages approximately $28.2 million in discretionary assets for around 193 clients, focusing on goal-driven model portfolios tailored to clients’ risk tolerances and tax considerations.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.