Quotient Wealth Partners, LLC

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, Cetera Advisor Networks, and LPL Financial. He is also co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across a range of net worth levels. The firm provides financial planning, consulting, and wealth and investment management services, employing tailored investment programs with ETFs, mutual funds, individual securities, and third-party managers.

James Rich is a financial advisor at Quotient Wealth Partners, LLC with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes seven years at Goldman Sachs Personal Financial Management and roles at Equitable Advisors and the United Postal Service. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth and investment management utilizing tailored investment programs implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Andrew Wagner is a CFP® professional with 12 years of experience in the financial advisory industry. He currently works at Quotient Wealth Partners, LLC and previously held roles at Goldman Sachs Personal Financial Management and Personal Capital. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, providing financial planning, consulting, and wealth management services across a range of client types. The firm employs diversified, factor-tilted investment strategies tailored to client risk profiles and utilizes technology for held-away account management.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services tailored to various client risk profiles. The firm employs diversified, factor-tilted investment strategies and utilizes technology for held-away account management.

Jeffrey Severe is a financial advisor at Quotient Wealth Partners, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Goldman Sachs Personal Financial Management, Girard Securities, Inc., and CETERA Advisor Networks LLC. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers, supported by fundamental and cyclical analysis.

John Vaclavik is a CFP® with seven years of experience in financial services. He is currently with Quotient Wealth Partners, LLC and has previously worked at Merrill, Bank of America, and Oak Harvest Investment Services. In addition to his advisory role, Vaclavik is an insurance agent with Oak Harvest Insurance Services. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm offers financial planning, consulting, and wealth management services with tailored investment programs that use ETFs, mutual funds, individual securities, and third-party managers, supported by a mix of fundamental and cyclical analysis.

Christopher Mohring is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Quotient Wealth Partners, LLC. His prior experience includes roles at Goldman Sachs Personal Financial Management, Morgan Stanley, and other firms. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm provides financial planning, consulting, and wealth management services, using tailored investment programs that incorporate ETFs, mutual funds, individual securities, and third-party managers.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Quotient Wealth Partners in 2024, Brown worked at Genpro Inc and held positions outside the financial industry, including roles at FIZZ, Jack Daniels Motors, Rutgers University, and Emerson Jr Sr High School. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, serving a range of clients from non-high-net-worth to high-net-worth. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, employing diversified, factor-tilted allocations and tax-aware strategies primarily through ETFs, mutual funds, individual securities, and third-party managers.

Tyler Kumar is a CFP® and holds a Series 66 license, currently working at Quotient Wealth Partners, LLC with six years of industry experience. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he has experience working with Liquor Til' 9. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth client segments. The firm provides financial planning, consulting, and discretionary and non-discretionary wealth and investment management, utilizing tailored investment programs that incorporate ETFs, mutual funds, individual securities, third-party managers, and tax-aware strategies.

Carlos Guidotti is a financial advisor at Quotient Wealth Partners, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and Short Elliot Hendricksen. Prior to his financial career, he spent two years at White House Cocktail Lounge. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth and investment management services. The firm tailors investment programs to client risk profiles using ETFs, mutual funds, individual securities, and third-party managers, applying fundamental and cyclical analysis to create diversified, factor-tilted allocations.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across a broad wealth spectrum. The firm offers customized financial planning and investment management using diversified, factor-tilted allocations primarily implemented through ETFs, mutual funds, individual securities, and third-party managers.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer Allied Company, CETERA Advisor Networks, Goldman Sachs Personal Financial Management, and Girard Securities. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm employs tailored investment programs using ETFs, mutual funds, individual securities, and third-party managers, combining fundamental and cyclical analysis to build diversified, factor-tilted portfolios.

Aidan Bonner is a financial advisor at Quotient Wealth Partners, LLC, holding a Series 65 designation. He joined the firm in 2024 and has experience working in various roles including positions at Lazy Dog and Miami University. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans across both non-high-net-worth and high-net-worth clients. The firm provides tailored financial planning, consulting, and wealth management services using diversified investment strategies implemented primarily through ETFs, mutual funds, individual securities, and third-party managers.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management services. The firm utilizes tailored investment programs incorporating ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tax-aware strategies.

Lucas Baker is a Series 65-licensed advisor at Quotient Wealth Partners, LLC with four years of industry experience. Prior to joining Quotient Wealth Partners in 2023, he worked at Goldman Sachs Personal Financial Management from 2021 to 2023. Quotient Wealth Partners advises individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and wealth management for both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes tailored strategies using ETFs, mutual funds, individual securities, and third-party managers, with a focus on diversified, factor-tilted allocations and tools to manage held-away accounts.