Phil Orwig

Stephen spent the first six years of his career in the Dallas office of Ernst & Young, LLP, in various roles, including Manager in Mergers & Acquisitions Due Diligence, where he assisted private equity funds in acquiring businesses. Stephen then spent the next fifteen years in various roles at Maverick Capital, Ltd., one of the world’s largest, oldest, and most prestigious hedge funds, ultimately serving as a Managing Director in Private Equity and Venture Capital, overseeing the valuation of over $5B in private investments. Stephen obtained his undergraduate and graduate degrees in accounting and finance from Texas A&M University and was a proud member of the Texas Aggie Corps of Cadets, where he served as Company D-2’s Executive Officer in his senior year. He also completed the certificate program in Financial Planning from Southern Methodist University. Stephen has been married to his wife Amy for over 20 years, having met as young CPAs at Ernst & Young, LLP. Amy and Stephen live in Lake Highlands with their daughter, who attends Ursuline Academy, where she rows crew. An avid doubles tennis player, he can be found with his friends on courts all over North Dallas. Stephen has a passion for not-for-profit finance leadership and has served on the board of directors of various Dallas organizations, including the Maverick Capital Foundation, Church of the Incarnation, Incarnation Foundation, Incarnation Place, and Incarnation House. Additionally, he has served as Treasurer of The Family Place, Junior Warden, and Treasurer at Church of the Incarnation. Stephen is currently Vice-Chairman of the Dick Granger Neighborhood Ministry, where he co-leads a team of over 25 volunteers providing episodic financial assistance for the working poor in the Uptown area. He is also on the board of directors of the Ursuline Academy of Dallas Foundation and a finance committee member. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, an active Certified Public Accountant in Texas, and holds the American Institute of CPA's (AICPA) Personal Financial Specialist credential, Series 65 license, and the Certificate in Investment Performance Measurement from the CFA Institute. He is a member of the Financial Planning Association (FPA), CFA Institute, and AICPA and is active in both the Texas Society of CPAs – Dallas Chapter, where he serves as a committee director, and FPA – DFW Chapter, where he serves on the board of directors.

I am a CERTIFIED FINANCIAL PLANNER® professional with over 11 years of experience at a corporate Registered Investment Adviser Firm. As a top performer, I received equity awards and saw firsthand both the opportunities and complexities they present. To deepen my expertise, I obtained the Certified Equity Professional (CEP) designation, allowing me to better understand the intricacies of stock plan administration and provide informed, strategic guidance to clients. I now specialize in helping stock plan participants navigate their equity compensation, ensuring it aligns with their broader financial goals. Before forming MeasuredMint, LLC, I worked at a Fintech trading firm that is a leader in stock plan administration where I was registered as a Principal (FINRA Series 4, 9, 10 and 24). I earned a BS in Business Administration with a Finance concentration and a MBA with an Ethical Leadership concentration from Marist University (formerly Marist College). Most recently, I graduated from the Securities Industry Institute® (SII), the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. A native New Yorker, I now live in Dallas, Texas with my wife and two young children. In my spare time, I enjoy cycling, rowing, and visiting National Parks.

As the founder of Sammons Wealth Management, I specialize in retirement planning and portfolio management for women and LGBTQ professionals, executives, physicians, and business owners who are 50+. My home base is Dallas, Texas, but I serve clients nationwide. My clients are busy professionals and delegators who value having a trusted partner to guide them through their ideal retirement. We focus on designing your ideal retirement timing and income plan, tax minimization, and wise investment management. We also cover your health and long-term care planning, equity compensation (RSUs, NQSOs, Deferred Comp), inheritance planning, and more. My practice is small by design, which allows me to go deep with each client and have my finger on the pulse of your entire financial picture. My clients also tend to have more complex financial situations that require a strategic approach to solving problems. Although I only take on a few new clients each year, you are welcome to submit an inquiry and request an introductory call. My services are best suited to individuals and couples within 5-10 years of retirement, with a minimum of $1M+ in IRAs, 401ks, and taxable investment accounts. If this sounds like you, complete my questionnaire here to request a call: https://sammonswealth.com/intro-call-questionnaire/

Hi, I’m Spenser Liszt, founder of Motif Planning. I started my career as a professional musician, earning a Master of Music from the University of North Texas before transitioning into financial planning. I later earned my CFP® certification from Southern Methodist University and now help high-earning music executives navigate complex financial decisions. I created Motif Planning after seeing how often music professionals—especially those in executive roles—are overlooked by the financial industry. Many advisors don’t understand the complexities of executive compensation, stock options, and fluctuating income, leaving professionals in the industry without the guidance they need. My goal is to change that by providing clear, strategic advice tailored to the unique financial challenges of music executives. At Motif Planning, I focus on tax strategy, cash flow management, equity compensation, and long-term wealth planning. I don’t sell products or take commissions—just objective, fee-only advice designed to help you make informed decisions about your money. If we’re not the right fit, I’ll gladly connect you with someone who is. When I’m not working with clients or offering pro bono financial advice to musicians facing hardship, I enjoy woodworking, and spending time with my family.

Robert Holman is a CHARTERED FINANCIAL ANALYST (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®). The former is the gold standard for the investment management profession, and the latter is useful for advising on personal financial circumstances. I'm "The Defensive Advisor" because it is essential to understand when markets are conducive to building opportunistic profits and when risk-taking should be minimized. Former positions: • LPL Financial Advisor • TD Ameritrade Investment Consultant • Director, Financial Planning & Analysis Robert is a registered investment advisor and fee-only financial planner. His investing curiosity brought real understanding of investing, surpassing what can be learned in an academic setting. His investing beliefs center around knowing the signs of the times, what should be done about them, and seeking to build wealth in both up and down markets. Robert is a summa cum laude graduate of The University of Texas at Austin. He belonged to the honor societies Phi Kappa Phi (Overall Collegiate), Beta Gamma Sigma (Finance), and Beta Alpha Psi (Business). Robert was a member of Pi Sigma Epsilon (Management) and volunteered his time as an advisor to SCORE (U.S. Small Business Administration Consulting). Robert resides in Dallas, Texas, with his amazing wife Karen and three wonderful daughters, Beth, Nancy, and Emily. He is the Stewardship Leader for his local church and an active volunteer in many church ministries, including divorce recovery and marriage counseling. Read Robert’s 2-minute biweekly stock market insights report here:  https://www.defensiveadvisor.com/blog

I have always had a passion for helping people and resolving complex issues. My diverse experiences working in different areas of finance – accounting, tax, family office environment, hedge funds and ultimately becoming an entrepreneur – make me uniquely qualified to serve your needs. My professional career started with three years in public accounting at Arthur Andersen, where I learned firsthand the positive impact of strategic tax planning on wealth accumulation. I transitioned into investment management at a Dallas-based family office before venturing into non-traditional investment strategies and founding Paradigm, where we successfully managed alternative investments for over two decades. I received a Masters of Accountancy with a concentration in Taxation and a Bachelor of Science in Business with a concentration in Accounting from the University of Tennessee. I am a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). When I'm not helping others plan for their future, I'm enjoying time with family and friends. My favorite activities include walking, bridge, savoring good food and wine and traveling anywhere and everywhere...connecting with others along the way while I explore local cultures.