Worth Financial Group Inc.

Michael Digiacinto is a ChFC® credentialed advisor with 24 years of industry experience. He has worked with Worth Financial Group Inc. since 2018 and previously held roles at Financial Planning of McKinney and multiple 1st Global entities. In addition to his advisory work, he is a licensed CPA involved in tax return preparation and an independent agent in traditional insurance marketing and sales. Worth Financial Group manages discretionary portfolios primarily for individual and high-net-worth clients, employing a cyclical security analysis approach supported by fundamental, technical, and charting methods. The firm emphasizes tailored investment strategies aligned with client objectives and risk tolerance, conducting regular portfolio reviews and operating as both an investment manager and a fully disclosed broker-dealer.

Sheree Stacy is a financial advisor with Worth Financial Group Inc. in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Worth Financial Group since 2009. In addition to her work as an advisor, Stacy is also an insurance agent specializing in life insurance and fixed annuities. Worth Financial Group is an SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm emphasizes cyclical security analysis along with fundamental and technical methods to customize client portfolios.

Robert Tabor is a Series 63-registered financial advisor with Worth Financial Group Inc. in Austin, TX, bringing 27 years of industry experience. He formerly worked at Richard P Slaughter Associates for 27 years before joining Worth Financial Group and Farther in recent years. Worth Financial Group manages approximately $122.8 million in discretionary assets, providing portfolio management services to individuals and high-net-worth clients. The firm uses client questionnaires to align investments with objectives and risk tolerance, employing a cyclical security analysis approach supported by fundamental and technical research.

Lisa Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and with 25 years of industry experience. She has worked at Worth Financial Group since 2007, including her current tenure starting in 2020, and has held roles at several other firms such as Swbc Investment Services and Community Development Associates. Gesin also operates Gesin Consulting, providing compliance and supervision services to broker-dealer and investment advisory firms. Worth Financial Group manages approximately $123 million in discretionary assets, offering tailored portfolio management services primarily to individuals and high-net-worth clients. The firm uses cyclical security analysis along with fundamental and technical research and conducts ongoing portfolio reviews to maintain alignment with client objectives.

Robert Wirth is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Worth Financial Group since 2017 and owns Retirement Plan.com, LLC, which administers retirement plans. Additionally, he has been involved in the marketing, service, and sales of life, health, and disability insurance since 1974. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm utilizes a cyclical security analysis approach supplemented by fundamental and technical methods, managing approximately $122.8 million across about 55 accounts.

Daniel Gesin is a financial advisor with Worth Financial Group Inc. in Dallas, TX, holding a Series 66 designation and five years of industry experience. He has worked at Worth Financial Group since 2020 and previously operated Gesin Consulting for fourteen years. In addition to his advisory role, he is involved in non-investment-related facilities management at Amazon. Worth Financial Group is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm’s investment process combines cyclical security analysis with fundamental and technical methods, supported by in-house research and third-party financial data.