About Financial Gravity

At Financial Gravity our top priority is your bottom line. With fully-integrated financial solutions, we focus solely on increasing wealth and decreasing costs. Whether you’re a business owner or an individual investor, we’ve pulled together the most comprehensive collection of tax, business solutions, and wealth management in the industry.

Unlike traditional financial services firms or consultancies, our unique approach combines both individualized planning and hands-on execution. We not only help you with the development of wealth-generating plans, but we also offer strategic solutions to make them a reality. That way you can spend less time worrying about money and more time making it.

John Pollock - Chief Executive Officer of Financial Gravity Companies, Inc. and Board Member

John Pollock is the CEO of Financial Gravity Companies, Inc. and President of Pollock Advisory Group, Inc., a Registered Investment Advisory firm.

He has been featured in Forbes Magazine. He is a frequent contributor on television and Radio. John wrote the book The Nest Egg Cookbook – Your Recipe for a Comfortable Retirement. He contributed to the books Secrets of a Tax Free Life, and Tax Breaks of the Rich & Famous. John is also a featured speaker at conferences around the country.

Paul Williams - Vice Chairman of the Board and Chief Financial Officer

Paul Williams is CEO of Bison Financial Group, Inc. and has over 30 years of business experience primarily in capital markets, mergers and acquisitions. Mr. Williams has served as the Chairman, CEO or CFO of numerous companies operating in various industries, both domestic and international, including two publicly traded companies. Mr. Williams is heavily involved in local, state and national civic affairs and was appointed to three terms on the Board of Texas Economic Development Council in Austin. In 2009, he was awarded the CFO of the Year Award by the Dallas Business Journal. In 2007, he served as the Chairman of the Board for the Frisco Chamber of Commerce and still serves on their Board and Executive Committee. Mr. Williams graduated from Austin College in Sherman with a double major in Economics and Business Administration and graduated from the Institute of Organization Management.

James F. Reggio – Chief Technology Officer and Chief Marketing Officer

An artist and a technologist, Jim currently employs both skill sets to achieve Financial Gravity’s aggressive marketing goals. Jim has provided technology solutions to business challenges for almost 30 years. A results-oriented executive manager, he has worked in insurance, distribution, retail, manufacturing, and software. Jim currently directs the marketing efforts for Financial Gravity. Successful in bringing significant value to business by providing innovative solutions, he has held key responsibilities in strategic and operational planning, mergers and acquisitions, integration, and governance as pertaining to technology. Jim has served as CIO/CTO for EFA Processing, Affirmative Ins. Holdings, Instant Ins. Holdings, The St. Paul Specialty Auto Group, and Titan Holdings.

Edward A. Lyon, JD, CTM - Chief Tax Strategist and Board Member

Ed is an authority on tax planning – an author, consultant, speaker, and a co-founder of TaxCoach™ Software, LLC, as well as the American Institute of Certified Tax Coaches. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.

Dan Sundby - President of Financial Gravity Companies, Inc. and Chief Sales Officer

Dan Sundby brings over 30 years of experience in sales, sales management, and sales training. He has built sales teams nationally within the insurance and financial services industries. Dan’s organization was consistently the top producing team with each company he recruited and trained for. Dan also recruited and trained sales teams in the receivables management industry and with a regional home builder with record setting performance in each. Dan is currently serving as Chief Sales Officer for Financial Gravity and is responsible for building their nationwide agent team.

Jennifer Sanford - Director of Operations

Jennifer Sanford has worked with Financial Gravity since August 2010. She has managed roles such as Director of Wealth Management, Compliance, Investor Relations, Partner Liaison and now Director of Operations. In her years at Financial Gravity she has directed departmental and company-wide fulfillment processes for company acquisitions, departmental scalability, and team coordination that has brought efficiency and growth to the company. Jennifer brings a passion for empowering and driving the Financial Gravity team to continually reach company goals. Jennifer holds a Bachelor’s of Science in Business Administration from the University of Texas at Dallas.

Alecia Benites - Controller

Alecia Benites has over 15 years of professional experience in multiple fields such as finance, accounting and auditing. Alecia spent a portion of her career in the New York City office of Pricewaterhouse Coopers in the Financial Services – Real Estate audit and assurance practice. Alecia’s served many large clients while at PWC, including JP Morgan, Mack-Cali Realty, and Prudential Real Estate Investors. After leaving PWC, Alecia spent the next ten years in various finance positions. Alecia is a graduate of Boston University with a degree in Business Management with a concentration in Accounting.

George Crumley - Board Member

George Crumley is a Partner at Pittenger, Nuspl & Crumley (ppnclaw.com). Selected as one of the Top 100 Attorneys in the entire DFW Region by peers in SuperLawyers, and consistently rated as one of the Top Attorneys in Texas by Texas Monthly, Mr. Crumley received the highest possible rating by Martindale Hubbell by judges and peers, 5.0 out of 5. Representing clients all over Texas since 1993 including trial and appellate experience all the way up to the Texas Supreme Court in matters involving business, construction, divorce and child custody, personal injury, contracts, products liability, commercial litigation, estate planning and probate matters, including probate disputes.

Donnie Nelson - Advisory Board Member - GM & President, Basketball Operations, Dallas Mavericks of the NBA

In a 2007 Sports Illustrated article ranking the NBA’s personnel bosses from 1 to 30, Donnie Nelson was ranked No. 2. Additionally, in a 2009 Yahoo! Sports article Nelson was ranked the 3rd best General Manager of the decade after producing nine 50-­‐plus win seasons in a row and the first Finals appearance in franchise history in 2006. Nelson assembled the Mavericks team that would later win the 2011 NBA Championship. Nelson is also one of the co-­‐owners of the Texas Legends of the NBA Developmental League, located in the Dallas-­‐Fort Worth suburb of Frisco. The team is an affiliate of the Mavericks.

Michael Port - Advisory Board Member - CEO, Book Yourself Solid & Heroic Public Speaking

Called “an uncommonly honest author” by the Boston Globe and a “marketing guru” by The Wall Street Journal, Michael Port is a New York Times Bestselling author of four books including Book Yourself Solid, Beyond Booked Solid, The Contrarian Effect and The Think Big Manifesto. Michael can be seen regularly on MSNBC and receives the highest overall speaker ratings at conferences around the world. Why? Because his mission is to rally you to think bigger about who you are and what you offer the world.

Scott Winters - Advisory Board Member - CEO, EQIS

Scott’s multi-­‐decade career in financial services has spanned the largest wire house firms to the independent channel. As a top advisor, trainer, and manager of advisors, he continuously rewrote the book on the use of technology by advisors. Examples of his approach include increasing efficiency with practice management systems, improving client relations by using CRM software, and use of tools for analyzing investors’ costs and asset allocations. Scott’s vision in founding EQIS was and is to empower advisors with all the resources, guidance, and technology that they need to perfectly serve their clients with the utmost trust, competence, and confidence. Scott earned a BA in business economics from San Diego State University.

Dan Cuprill - Advisory Board Member - CEO Matson & Cuprill

Dan Cuprill is the owner of Matson & Cuprill, a wealth coaching and advisory firm located in Cincinnati, Ohio. With over 200 clients and over $150,000,000 under management, they guide professionals and retirees toward achieving and maintaining lifelong financial independence. Matson & Cuprill, utilizes an approach based on sixty years of Nobel Prize winning research.

Mike McCormick - Advisory Board Member - MJ McCormick, LLC – Cincy Tax Coach

As a Cincinnati based CPA, Mike has hands-­‐on experience using highly specialized tax planning strategies that will help you stop wasting money. His various professional designations demonstrate his dedication to continuous improvement and his desire to help clients avoid paying more taxes than they’re required to pay. Mike’s broad knowledge of management, HR, accounting, financial services, and technology make him a unique and valuable resource for you. His tax services go far beyond form preparation and compliance services, to the creation and implementation of plans designed to increase cash flow and profit by minimizing your tax liabilities. He can be counted on to help ensure your long-­‐term business and financial success.

Shama Hyder - Advisory Board Member

Shama Hyder is a visionary strategist for the digital age, a web and TV personality, a bestselling author, and the award-winning CEO of The Marketing Zen Group – a global online marketing and digital PR company. She has aptly been dubbed the “Zen Master of Marketing” by Entrepreneur Magazine and the “Millennial Master of the Universe” by FastCompany.com. Shama has also been honored at both the White House and The United Nations as one of the top 100 young entrepreneurs in the country.