Management

The Financial Gravity team each has over 25+ years of experience in the financial services industry as well as a full breadth of experience that ranges from startups to large corporations. Each of our team members has served in multiple and diverse executive positions, and has led in all functional business areas.

Scott Winters

CEO – Financial Gravity Companies, Inc.
Co-Chairman, Board of Directors

Scott Winters has had a successful multi-decade career in the financial services industry as a top financial advisor, manager and executive. Notable accomplishments are that he built a wealth management business from zero to over two billion in assets managed across over 20,000 clients. He co-founded, built and sold one of the fastest growing wealth management businesses in America (according to Forbes). As a CEO he has managed and inspired hundreds of employees. Scott is a widely recognized speaker, author, entrepreneur, and leader. He has mentored, managed, or trained thousands of financial advisors and helped them achieve greater success. Scott has continuously rewritten the book on the use of technology and practice management disciplines to help achieve massive and sustainable business growth. He is an active board member and angel investor. Scott has a BA in Business Economics from San Diego State University. Scott holds the following licenses, series 7, 24, 63, 65 and CA life & Health. He is also a Chartered Retirement Planning Counselor, CRPC®.com.

Jennifer Winters

Executive Vice President

Jennifer Winters was previously a Co-Founder and Board Member of one of the fastest growing Turnkey Asset Management Platforms in America. She was instrumental in helping improve the advisor experience on all levels, including nine years as Chief Compliance Officer working with the SEC, FINRA, in addition to hundreds of BDs and RIAs. She has over 25 years of experience in financial services compliance, operations, and technology. She holds a BA degree from Lewis University.

Paul Williams

Chief Financial Officer
Vice Chairman, Board of Directors

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.

John Pollock

Executive Vice President of Sales
Co-Chairman, Board of Directors

John Pollock is the CEO of Financial Gravity Companies, Inc., the first national tax firm dedicated to helping small business owners reduce their personal tax liability by an average of $21,000. He is a frequent contributor to various media outlets, including Fox Radio Network and Forbes, and the host of the Financial Gravity Podcast. As an author and speaker, John has delivered presentations to over 500 events for small business owners and financial advisors. Download John’s latest ebook at JohnPollockInc.com.

Edward A. Lyon, JD, CTM

Chief Tax Strategist
Board of Directors

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.