Alex Brockway
Alex Brockway is a seasoned attorney and business professional with a multifaceted career that spans the legal, corporate, and small business sectors. After completing the Washington State Law Clerk Program, where he is a licensed attorney, he transitioned into the legal department of a prestigious private equity firm, where he specialized in legal compliance, contracts, […]
Michael French
In his prior role, Michael led the investments team at an RIA in Austin, TX. He implemented quantitative-driven portfolio strategies and efficiencies within the investments team and the firm during his tenure. He was also the primary “Investment voice” to the firm’s advisors and highest-net-worth clients. Additionally, Michael was responsible for leading both internal training […]
Ashley Baucum
Ashley Baucum, Chief Administrative Officer of Financial Gravity, brings a wealth of experience in operational and technology management, dedicated to project collaboration and efficiency. As a seasoned professional, Ashley exhibits a deep understanding of operations and serves as a driving force in implementing efficiency measures. Her proficiency in project management ensures invaluable support to customers […]
Kaili Winters
Kaili Winters brings a wealth of experience in the financial services industry to Financial Gravity. She specializes in helping ensure regulatory adherence and risk management. Kaili navigates complex regulatory landscapes with precision, helping ensure that her firm and clients remain compliant with ever-evolving regulations. She is adept at developing and implementing compliance policies and procedures, […]
Rosemary Black
Rosemary Black, CTO of Financial Gravity, brings Financial Gravity a rich background as a former independent software developer and consultant. Her diverse experience spans various industries, allowing her to navigate systems and data of all sizes. Rosemary has contributed her expertise to numerous innovative projects, including creating a comprehensive digital catalog of bicycle laws in […]
Zach Trimble
At sixteen, Zach Trimble started his career in marketing by promoting and organizing house parties, concerts, and underground shows. With the advent of the internet, he moved on from printing flyers at Kinkos to web development, content marketing, and digital advertising. Zach has a B.A. in English Literature and a minor in Journalism from Washburn […]
Jill Henderson
Jill JHenderson started her career with Securities America as a sales assistant where she acquired her Series 6 and 63 licenses. In 1997, she moved over to Financial West Group where she grew her career inside the RIA from Sales Assistant to Supervisor to Director, while also obtaining her Series 7, 66, and 24 licenses. […]
Ed Lyon
Ed has written nearly a dozen books on taxes and tax planning. Ed writes two weekly tax columns for over 100,000 tax professionals and their clients, making him the one of the most widely-read tax strategist in the country. He’s the founder of the Tax Master Network, the Tax Architect AI Software (previously TaxCoach Software), […]
Dave O’Rourke
Dave is President of Financial Gravity Asset Management. FGAM creates and delivers Active, Passive and Hybrid investment portfolios using its proprietary Real Risk System. FGAM is also a turnkey asset management platform that automates bespoke IPS creation in the context of the investor’s maximum loss exposure. In addition, FGAM provides Incomizeⓒ, an application that features […]
Jennifer Winters
Jennifer Winters is the Chief Operating Officer at Financial Gravity (OTCQB:FGCO). She also serves as a member of the Board of Directors for Financial Gravity. In addition, she holds EVP roles at several Financial Gravity companies including Financial Gravity Asset Management, Financial Gravity Family Office Services, Financial Gravity Enhanced Markets, Tax Master Network, and FA-Mentor. […]