Cary Dover

I began in this industry in 2010 in the aftermath of the financial crisis, working in a largely transactional, commission-based role during my first year. My employer at the time focused heavily on investments and placed little emphasis on financial advice. My following employer was fee-based - favoring the AUM business model - and focused much more on financial planning. At face value, this was a great change for me. However, as my career progressed and I learned more about our industry, my feelings on the AUM business model began to evolve. Over time, I became disenchanted with the notion that an advisor should be entitled to a cut of a client’s portfolio. It also began to dawn on me that – in this industry – most employers would value me based on how much money I brought in each year, and not necessarily on how much I was helping my clients. This ultimately is what led me to breakaway, become fully independent, and establish Fair Asset Management. I am a CERTIFIED FINANCIAL PLANNER® professional. Back in 2010 when I got my start, this was considered the “gold standard” credential of the financial planning profession. This designation - while important & valuable - represents minimum, baseline knowledge, and serves as a starting point to furthering your expertise through continuing education. I went on to become a Certified Private Wealth Advisor® professional. The CPWA® curriculum focuses on serving the needs of clients with a minimum net worth of $5 million and goes far deeper than the CFP® into areas like high-net-worth estate planning strategies, and planning for corporate executives. My experience as a CPWA® professional uniquely qualifies me to develop specific strategies to minimize taxes, monetize & protect assets, maximize growth, and transfer wealth. I then became admitted to practice before the Internal Revenue Service as an Enrolled Agent (EA). Enrolled Agent status is the highest credential the IRS awards. As taxes are intertwined with virtually every aspect of financial planning, having such a broad base of knowledge & expertise allows me to help clients navigate an ever-changing tax landscape. Enrolled Agents, like tax attorneys & CPAs, are unrestricted as to what types of tax matters they can handle. In addition to the above credentials, I am also a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®).

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.

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