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Bryan C

CFP®, Series 65

Southlake, TX

Focus Partners Wealth, LLC

Bryan Clintsman is a CFP® professional with 26 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and ran Clintsman Financial Planning for 20 years. He has also been associated with Ernst & Young since 2000. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and employee benefit consulting. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating quantitative analysis and specialized techniques such as options overlays and trend-following.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Benjamin J

CFP®, Series 66

Southlake, TX

Focus Partners Wealth, LLC

Benjamin Jones is a CFP® with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at several firms, including The Colony Group, Buckingham Strategic Wealth, and Raymond James Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Randall C

CFP®, Series 63, Series 66

Southlake, TX

Focus Partners Wealth, LLC

Randall Crimmings is a CFP®-certified financial advisor with 22 years of industry experience. He currently works with Focus Partners Wealth, LLC and has previously been affiliated with The Colony Group, Buckingham Strategic Wealth, Clintsman Financial Planning, and Fidelity. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Analiese H

Series 65

Southlake, TX

Focus Partners Wealth, LLC

Analiese Holmes is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Buckingham Strategic Wealth, LLC and Clintsman Financial Planning, as well as work at Texas Instruments and Texas A&M University. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Kyle I

Series 65

Southlake, TX

Focus Partners Wealth, LLC

Kyle Imhof is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Clintsman Financial Planning. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Brooke H

Series 65

Southlake, TX

Focus Partners Wealth, LLC

Brooke Heidelbaugh is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Buckingham Strategic Wealth, LLC. Prior to her advisory career, she spent four years at Texas A&M University and three years at Trinity Christian Academy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Amanda S

CFP®

Southlake, TX

Focus Partners Wealth, LLC

Amanda Sessler is a CFP® certified financial advisor with 15 years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent 16 years at Clintsman Financial Planning followed by a year at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Clay J

Series 65

Southlake, TX

Focus Partners Wealth, LLC

Clay Jinks is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and Jojenco Holdings, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and business management. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Gregory L

CFP®, Series 66

Southlake, TX

Focus Partners Wealth, LLC

Gregory Lanier is a CFP® with nine years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, Jojenco Holdings, Clintsman Financial Planning, and Carter Advisory Services. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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