Lakeway, TX Office

Kimberly Perry is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Financial Gravity Family Office Services, LLC and previously worked at Horter Investment Management. In addition to her advisory role, Perry operates a separate CPA practice providing accounting, payroll, tax preparation, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios.

Dean Specker is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Financial Gravity Family Office Services, LLC and has held roles at several firms including Bernard Tax and Bookkeeping and Forta Financial Group, Inc. Outside of his advisory work, he operates an online merchandise business and serves as a CPA providing financial reviews for private companies. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often employing third-party sub-advisors and model portfolios, while retaining client oversight.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held various roles within Financial Gravity-affiliated firms since 2001 and serves as CEO of Financial Gravity Enhanced Markets, LLC, and as a Board Member of Financial Gravity Companies. Pollock also participates in the Tax Master Network, assisting with tax planning and onboarding new representatives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.

Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Kaili Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at multiple firms, including Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and Eqis Capital Management. Outside of advisory work, she is involved with Financial Gravity Enhanced Markets, LLC, where she dedicates part of her time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement investment strategies.

Daniel Dubose is a financial advisor with Financial Gravity Family Office Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Forta Financial Group, Inc. and Archer Investment Corporation, and has operated his own CPA firm, Daniel W. Dubose, PC, since 2000, where he serves as President and General Manager. He is also a partner at Castle & Company CPAs Capital, PLLC, a CPA firm in Houston. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Brian Lang is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Upside Financial LLC and Upside CFO Services, where he serves as CEO providing tax strategy and operational management. Lang is also CEO of Austin Executive Tax, LLC, focusing on tax planning and preparation. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Kristopher Blasl is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at 49 Wealth Management LLC, Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of advising, he is the owner of Wurst Friends, LLC, a short-term real estate rental business. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently utilizes third-party sub-advisors and model portfolios.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Scott Winters is a financial advisor at Financial Gravity Family Office Services, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Eqis Holding, Inc., Presidential Brokerage Inc, and Forta Financial Group, Inc. Winters is also the CEO and a board member of Financial Gravity Companies, a publicly traded financial services company, and is involved as the CEO of Good To Growing, a non-investment related company. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis and frequently works with third-party sub-advisors and model portfolios.

Timothy Terry is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 designation and six years of industry experience. He previously worked at Forta Financial Group, Inc. and is also the managing member of TST Accounting LLC, a CPA firm. In addition to his advisory role, he serves as CEO of New Day Tax Resolution, INC, providing tax resolution services. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently utilizes third-party sub-advisors while maintaining ongoing client oversight.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.