Jerred Crowley

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.

What led you to your position at your firm? I have been focused on FIRE (financial independence, retire early) goals since college. At age 36, I was able to quit a high-paying hedge fund job to pursue my dream of starting this business. This wasn’t an accident, but part of a long-term financial plan I crafted for myself. Now, I am able to share my passion and help others pursue and achieve their dreams. What makes you different from other advisors? I am different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 to 30 clients exceptionally well. Though I am currently accepting new clients, I anticipate closing my financial planning services to new clients in the next one to two years. What makes you or your firm particularly qualified to serve tech professionals, healthcare workers, and their families? Having lived in the Bay Area and having worked with clients at some of the largest tech firms, I am well versed in the planning and tax challenges faced by tech professionals with stock compensation. Married to a physician, I am aware of the unique challenges and burnout facing many healthcare workers. As a single child and father of two young kids, I understand the pressures facing the sandwich generation. Having guided my own parents and in-laws to secure retirements, I am also knowledgeable about social security, Medicare, and the tax planning opportunities that many retirees overlook. What makes your investment process unique? Inspired by Warren Buffett’s investing style, I believe I can add substantial value to our clients through active management and superior stock selection. Having two decades of investment experience working at multiple hedge funds with exposure to both equities and fixed income, I have learned from the best. With all of my own net worth invested alongside my clients in the same strategies, my interests are aligned with yours as this cook eats his own cooking.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Bob Knode is the President and Founder of Knode Wealth Management, bringing over two decades of comprehensive financial planning experience to clients throughout Texas and beyond. A 2004 graduate of Texas Tech University with a Bachelor of Science degree in Personal Financial Planning, Bob has built his practice on a foundation of technical expertise and Catholic values-based investing principles. As both a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and an Enrolled Agent (EA), Bob offers a unique combination of investment management and tax planning expertise. His dual credentials allow him to create highly customized financial strategies while also providing advanced tax preparation services and representing clients directly with the IRS on tax matters. Bob specializes in serving executives, small business owners, retirees, and Catholic families who seek financial guidance aligned with their faith and values. His areas of expertise include: -Executive benefits planning and optimization -Comprehensive tax planning and preparation -Catholic values-based investment strategies -Retirement planning and wealth management -Small business financial planning

My name is Taylor Stewart, and I am the founder of Ataroke Wealth. I founded Ataroke based on two core beliefs. The first is that people just want to make the most of their money. What that means is they want to feel like they’re being intentional, like they’ve considered all of their options, and they’re doing the best that they can. They want to know that they’re putting the right amount of money to work in the right places to be able to do what is important to them. Or as one client put it, “I just don’t want to do anything stupid.” I also believe that people want help with this but they don’t often get help because they feel like they’re just going to get sold something. That’s why I started Ataroke, to be able to help people make the most of their money without all of the sales BS and conflicts of interest that have become so common in our industry. At Ataroke, we provide comprehensive fee-only financial advice which means 1) we can answer almost any question, and 2) we are only paid by you, there are no sales. So whether you’re looking for an ongoing partnership or just have a one-time planning need, I invite you to take a look at how we can help. And remember, when it comes to Ataroke, there are no sales, there’s just advice.

Before founding SharpEdge Financial, Joel achieved a lifelong dream of playing professional hockey. This unique career path has helped him build the confidence and resiliency needed to launch a financial planning firm. Joel is a CERTIFIED FINANCIAL PLANNER® (CFP®) and helps his clients with a variety of complex financial planning topics. His specialization in working with young professionals, and especially young attorneys, stems from being married to a former Big Law attorney, now in-house counsel. In fact, prior to his wife, Courtney, leaving Big Law, Joel built a detailed financial plan that gave him and Courtney the confidence they needed to navigate her transition to in-house counsel. 𝗛𝗼𝘄 𝗛𝗲 𝗚𝗼𝘁 𝗛𝗲𝗿𝗲 Joel spent his youth in Quebec, Canada, where he balanced school and hockey up until he was drafted by the Colorado Avalanche in the 2008 NHL Draft. He signed his first professional contract in 2010 and moved to the United States to play for the Avalanche’s affiliate team in Cleveland, OH. This is where he would eventually meet the love of his life, Courtney. Like many professional athletes, his career had highs and lows. To prepare for life after hockey, he pursued a bachelor’s degree during his downtime away from the rink. After playing for seven different teams over nine years, Joel’s last stop was Allen, TX, where he and his family decided to plant roots. Immediately after hanging up his skates, Joel entered the financial services industry and started selling life and disability insurance. His primary focus was to help his clients protect their wealth. He eventually morphed into a more complete financial planner and started advising his clients on how to build wealth as well as how to protect it. Even though he is now a fee-only financial advisor (i.e., he does not receive a commission for selling products), he still keeps that same approach to financial planning: prioritize defensive planning to protect assets, then strategically go on the offensive to grow wealth. Fast forward to today, Joel and Courtney have two boys, Julien and Luca, and a goldendoodle named Harley. He still spends considerable time at the hockey rink either watching, playing, or coaching. And when time allows, he trades his hockey stick for a golf club or a pickleball paddle.