Dallas, TX Office

Brandon Ross is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management, Girard Securities, and Cetera Advisor Networks. Outside of his advisory work, he is a co-owner of JBBR Ventures, a real estate organization based in Dallas. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients through a team of 26 advisors. The firm employs tailored, broadly diversified portfolios using a range of investment vehicles and integrates tax-aware strategies and operational tools to manage and rebalance client accounts.

Ross Morrow is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Financial Services, LTD and The AYCO Company, L.P./Mercer Allied. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans by offering financial planning, consulting, and investment management. The firm manages broadly diversified portfolios using low-cost ETFs, stocks, bonds, mutual funds, options, third-party managers, and select alternatives, applying tax-aware overlays and ongoing monitoring across client accounts.

John Vaclavik is a CFP® professional with six years of industry experience. He currently works at Quotient Wealth Partners, LLC and has prior experience at Merrill, Bank of America, and Oak Harvest Financial Group. Outside of advising, he is an insurance agent with Oak Harvest Insurance Services, LLC. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans by providing financial planning, consulting, and investment management. The firm uses diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and utilizing multiple custodians and third-party platforms for portfolio implementation and monitoring.

Christopher Mohring is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Quotient Wealth Partners, LLC, where he has worked since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management, Cetera Advisor Networks, PTX Securities, LLC, and Highland Capital Funds Distributor, Inc. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion through a team of 26 advisors and offers tailored, broadly diversified portfolios utilizing various investment vehicles and tax-aware strategies.

Shai Spiegel Brown is a financial advisor at Quotient Wealth Partners, LLC with a Series 65 designation. Brown has experience at Genpro Inc and held various roles prior to entering the financial advisory field. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion across 1,900 clients through a team of 26 advisors. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs fundamental and cyclical analysis combined with tax-aware strategies.

Tyler Kumar is a CFP® with six years of industry experience currently with Quotient Wealth Partners, LLC. His prior roles include positions at BIP Alliance, LLC, The Money Advisor Group, LLC, and The Vanguard Group, Inc. Outside of financial advising, he was involved with Liquor Til' 9 for several years. Quotient Wealth Partners, a multi-advisor firm with 26 advisors, provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion and employs diversified investment strategies incorporating ETFs, equities, fixed income, alternatives, and third-party managers.

Kevin Wilson is a financial advisor at Quotient Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs Personal Financial Management and ID Solutions. Wilson is based in Dallas, TX. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion across 1,900 clients, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments, supported by fundamental and cyclical analysis and tax-aware strategies.

Markham Hawkins is a financial advisor at Quotient Wealth Partners, LLC with 14 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 provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion for about 1,900 clients through a team of 26 advisors, offering tailored, diversified portfolios that include ETFs, equities, fixed income, mutual funds, options, and alternative investments.

Craig Damico is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 66 license with one year of industry experience. He previously worked at Goldman Sachs and United Capital Financial Advisors. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and investment management. The firm employs diversified portfolios using low-cost ETFs, stocks, bonds, mutual funds, options, third-party managers, and select alternative investments, applying tax-aware strategies and ongoing monitoring across client accounts.

Lucas Baker is a financial advisor with Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation and four years of industry experience. He previously worked at Goldman Sachs Personal Financial Management for two years and has experience in academic roles at Southeastern University and Parkland College. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans with financial planning, consulting, and both discretionary and non-discretionary investment management. The firm employs diversified portfolios including low-cost ETFs, individual securities, mutual funds, options, and alternative investments, utilizing model portfolios and tax-aware overlays to manage client accounts.

Chase Moody is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX, holding a Series 65 designation. He joined the firm in 2025 after completing his education at Oklahoma State University and previously worked at Cascia Hall Preparatory School. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension plans, managing approximately $3.54 billion for about 1,900 clients through a team of 26 advisors. The firm employs tailored, diversified portfolios using various investment vehicles and combines fundamental and cyclical analysis with tax-aware strategies.

Brian Weatherly is a CFP® with 13 years of industry experience. He is currently with Quotient Wealth Partners, LLC and has held roles at firms including Goldman Sachs Personal Financial Management and Mercer Allied Company. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm emphasizes diversified portfolios using low-cost ETFs, individual securities, and alternative investments, with tax-aware strategies and ongoing portfolio monitoring.

Matthew Frost is a CFP®-certified financial advisor with five years of industry experience, currently with Quotient Wealth Partners, LLC in Dallas, TX. He previously worked at Astoria Strategic Wealth and has a background that includes roles at Texas Tech University and LexisNexis. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and retirement plans, offering financial planning, consulting, and investment management. The firm utilizes diversified portfolios with low-cost ETFs, stocks, bonds, mutual funds, options, and alternative investments, applying tax-aware strategies and ongoing monitoring to client accounts.

Matthew Davis is a CFP® professional with 10 years of industry experience. He has worked at Quotient Wealth Partners, LLC since 2023 and previously spent seven years with Goldman Sachs Personal Financial Management. Quotient Wealth Partners is a multi-advisor firm serving individuals, trusts, estates, corporations, and pension/profit-sharing plans. The firm manages approximately $3.54 billion through a team of 26 advisors, employing tailored, broadly diversified portfolios and a combination of fundamental and cyclical analysis alongside tax-aware strategies.

William Geist is a financial advisor at Quotient Wealth Partners, LLC in Dallas, TX. He holds a Series 65 designation and has recently begun his career in financial advising, joining the firm in 2024. Prior to this, he worked in various roles across multiple industries, including at RefiJet and the Denver Broncos. Quotient Wealth Partners serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $3.54 billion for around 1,900 clients. The firm offers tailored, broadly diversified portfolios using a range of investment vehicles and employs both fundamental and cyclical analysis alongside tax-aware strategies.