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.

John Pollock

CEO – Financial Gravity Companies, Inc.
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.

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.

Dan Sundby

President of Financial Gravity Companies, Chief Sales Officer and Board Member

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.

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.

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.