Nancy Dickson

David Bartoski is a CFP® professional with 15 years of industry experience. He is the sole advisor at Forma Financial Planning, where he has worked since 2024. Prior to this, he spent six years at USAA Investment Management Company and five years at USAA. Forma Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of passive and active investment strategies guided by fundamental analysis and Modern Portfolio Theory, emphasizing asset allocation and tax efficiency.

Professional Greetings, I am the Founder & Wealth Advisor steering the helm at Flying Forward Wealth Management, a firm I founded to manifest my deep-seated commitment to tailored, fee-only financial planning. My journey started at the United States Air Force Academy where I honed a disciplined, strategy-driven approach to problem-solving, obtaining a Bachelor of Science in Management. Later, I advanced my knowledge with an MBA from the University of North Carolina Kenan-Flagler Business School. In the financial realm, my expertise is fortified by an array of designations including CFP®, CIMA®, ChFC®, CLU®, AEP®, and EA, each testifying to a dedication to comprehensive financial mastery. This rich background equips me to craft financial strategies that are as unique as each client I serve, always with an eye toward secure, forward-moving growth. Personal Based in the beautiful locale of Boerne, TX, I've cultivated a practice that mirrors the warm, community-focused spirit of our area. My approach to wealth management is much like crafting a fine, aged whiskey — a careful nurturing of growth, combined with the patience and foresight to anticipate future rewards. In the vibrant community of Boerne, I’m not just your wealth advisor; I’m a neighbor eager to help fellow locals foster financial health and peace of mind. Beyond the financial charts, I have a penchant for embracing the vibrant life and culture our locality offers — be it enjoying a quiet weekend in our scenic town, engaging in community events, or flying out of the local airfield 5C1. My Why My mission stems from a simple yet profound belief: comprehensive planning can be the wings that allow dreams to fly. In founding Flying Forward Wealth Management, my aspiration was to create a haven where clients could find not just financial guidance, but a collaborative partner in navigating life’s financial journey. With a philosophy grounded in forward motion and expansive vision, I am here to ensure your financial plan isn’t just robust and resilient but also tailored to your most cherished life goals and aspirations. Together, we will forge a path that lead to financial stability and wealth crafted to serve not just immediate needs but generations to come. It’s more than financial planning; it’s planning to fly forward, with wealth strategies that honor your life’s work and echo into the future. Let's carve out a journey that marries financial wisdom with your life aspirations.

John Linnartz is the sole advisor at Mustang Capital Management, LLC, an independent firm based in Boerne, TX. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Linnartz has been with Mustang Capital since its founding in 2002. Mustang Capital provides discretionary investment supervisory services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm focuses on long-term capital appreciation through fundamental analysis, managing a concentrated portfolio that includes large- and small-cap equities, special situations, and turnarounds tailored to client objectives.

James Payne Jr is a financial advisor at Targeted Financial Services, LLC in Boerne, TX, holding a Series 63 designation with 22 years of industry experience. He has been with Targeted Financial Services since 2000. Targeted Financial Services, LLC provides financial planning, consulting, and investment management to individuals, retirement plans, trusts, estates, and business entities. The firm manages approximately $298 million in discretionary assets and employs a combination of fundamental and technical analysis with proprietary allocation models, offering both discretionary portfolio management and plan-level advisory services.