Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment strategies.

Rebecca Wynne is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Salesforce and JPMorgan Chase, spanning over a decade in total. Outside of her advisory role, she is a partner in 6771, LLC, overseeing personal apartment rentals. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning, building globally diversified portfolios with a range of investment strategies and no account minimum.

Timothy Dwight is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been affiliated with Fireside Capital Advisors and its predecessor entities since 2015. Outside of his advisory role, he is a partner in 6771, LLC, which owns residential rental property. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and utilizes a globally diversified mix of asset classes, combining third-party managers and publicly traded securities to tailor portfolios to clients’ goals and risk tolerance.

Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.