Moss, Luse & Womble, LLC

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds and offers additional services such as accounting, tax preparation, and estate planning.

Kyle Summerville is a CFP® professional with four years of industry experience. He is currently with Moss, Luse & Womble, LLC and has previous experience at Charles Schwab & Co., Inc., Mass Mutual Life Insurance Company, and Deloitte & Touche LLP. Before his financial advisory career, he held various roles including positions in golf club management. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach using proprietary risk-profile models and fundamental analysis, focusing primarily on ETFs and mutual funds.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds, supported by fundamental analysis and proprietary risk-profile investment models.

Szilvia Nador is a Series 65 licensed financial advisor with Moss, Luse & Womble, LLC, where she has worked since 2022. She has prior experience with KPMG, Wells Fargo, and Whole Foods Market. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation primarily focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Matthew Bryan is a financial advisor at Moss, Luse & Womble, LLC with 17 years of industry experience. He has held his current position since 2012 and previously worked at Cain, Watters & Associates, LLC. Bryan holds the Series 65 designation. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation and fundamental analysis, primarily recommending exchange-traded funds and mutual funds, and offers additional services such as accounting, tax preparation, payroll, and estate-planning support.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Moss, Luse & Womble since 2012. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm uses a tactical allocation approach with proprietary risk-profile investment models and focuses on exchange-traded funds and mutual funds while offering additional services such as accounting, tax preparation, payroll, and estate planning support.

Grayson Hatfield is a CFP® professional with five years of industry experience, currently affiliated with Moss, Luse & Womble, LLC since 2015. He works within a team environment at the firm based in Plano, TX. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios on a discretionary basis using a tactical allocation approach focused primarily on exchange-traded funds and mutual funds.

Cody Caldwell is a CFP® professional with three years of industry experience, currently serving at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at Saville, Dodgen & Co., Northrop Grumman Corporation, and Dallas Baptist University. Moss, Luse & Womble serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages discretionary portfolios using tactical allocation primarily focused on exchange-traded funds and mutual funds, complemented by financial planning, pension consulting, and estate planning services.

Miles Kellum is a CFP® with 12 years of industry experience and has been with Moss, Luse & Womble, LLC since 2013. He holds a Series 65 license and is based in Plano, TX. Moss, Luse & Womble, LLC provides fee-based portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm uses a tactical allocation approach focused on exchange-traded funds and mutual funds, offering proprietary risk-profile investment models and fundamental analysis for security selection.

Ian Evans is a CFP® professional with six years at Moss, Luse & Womble, LLC and a total of four years in the financial industry. His prior experience includes roles at Leon Capital Group and Ernst & Young. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical allocation strategies focused on exchange-traded funds and mutual funds, supported by proprietary risk-profile investment models and fundamental analysis.

Jason Luse is a financial advisor at Moss, Luse & Womble, LLC with 20 years of industry experience. He has been with Moss, Luse & Womble since 2010 and previously worked at Cain, Watters & Associates, LLC from 2006 to 2010. He holds the Series 65 designation. Moss, Luse & Womble serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing discretionary client portfolios using a tactical allocation approach focused on exchange-traded funds and mutual funds.

Jason Kobza is a CFA® charterholder with six years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019 and previously worked at MSCI from 2011 to 2019. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company involved in project management. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering fee-based portfolio management, financial planning, and pension consulting. The firm manages client portfolios on a discretionary basis using tactical asset allocation, with an investment focus on exchange-traded funds and mutual funds supported by fundamental analysis.

Trevor Freeman is a CFP® professional at Moss, Luse & Womble, LLC with approximately four years of industry experience. His background includes roles at Ernst & Young, LLP and Baylor University prior to joining his current firm. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing fee-based portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and also offers accounting, tax preparation, and payroll services to business clients.

Nathan Hilliard is a CFP® professional at Moss, Luse & Womble, LLC with approximately 9 years of experience. His background includes roles at PricewaterhouseCoopers and Level Legal prior to joining Moss, Luse & Womble in 2026. Moss, Luse & Womble serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, employing a tactical allocation approach with a focus on exchange-traded funds and mutual funds, and offering additional accounting and payroll services.

Cameron Teel is a CFP® with three years of industry experience currently working at Moss, Luse & Womble, LLC. His career includes roles at Howard, LLP and BKD, LLP, among others. Moss, Luse & Womble serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based portfolio management, financial planning, and pension consulting, managing client portfolios mainly with exchange-traded funds and mutual funds through tactical allocation and proprietary risk-profile investment models.