GDS Wealth Management

Robert Zoba is a financial advisor at GDS Wealth Management in Flower Mound, TX, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Veery Capital, LLC, Hirtle, Callaghen & Co, and Chemung Canal Trust Company. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and a mix of long- and short-term investment strategies.

Timothy Allin is a financial advisor at GDS Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at Norman Window Fashions and Shoppa's Material Handling. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, utilizing model portfolios based on Raymond James research to allocate investments across various asset classes.

Annie Adkison is a financial advisor at GDS Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at USAA Investment Management Company and Raymond James Financial Services. GDS Wealth Management serves individual and high-net-worth clients through financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and utilizes model portfolios informed by Raymond James research, managing approximately $1.28 billion in assets across diverse investment strategies.

Roman Marquez is a financial advisor at GDS Wealth Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks, Sageview Advisory Group, Charles Schwab, and TD Ameritrade. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and a mix of long- and short-term investment strategies.

Joshua Shelton is a financial advisor at GDS Wealth Management with a Series 65 designation and one year of industry experience. His prior roles include positions at FAS Wealth Partners and AT&T, as well as work outside the financial sector. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team and employs model portfolios informed by Raymond James research.

Daniel Amador is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with GDS Wealth Management and has prior experience at Schwab Private Client Advisory, Charles Schwab & Co., Inc., and other firms. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Ji Seon is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining GDS, Ji worked at Republic Services, The Boston Consulting Group, and Ford Motor Company. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research that include a range of equity and fixed income allocations.

Victoria Geiger is a financial advisor at GDS Wealth Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Equitable Advisors. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm employs a multi-advisor team approach and uses model portfolios informed by Raymond James research to allocate across various asset classes.

Sebastian Carrillo is a financial advisor at GDS Wealth Management with a Series 65 designation and three years of industry experience. His prior work includes roles at Moss Adams LLP and GoFundMe.org. He has also been involved with educational institutions such as Baylor University and Saint Francis High School. GDS Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research.

Ross Mortensen is a financial advisor at GDS Wealth Management with seven years of industry experience. He holds the Series 66 designation and previously worked at Fisher Investments and First Command Insurance Services. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management, managing approximately $1.28 billion in assets across a multi-advisor team. The firm employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, and other instruments with a range of risk allocations.

Alex Schremmer is a financial advisor at GDS Wealth Management with four years of industry experience. He holds the Series 66 designation and has previously worked at Keene Insight Financial Strategies, AGH, BKD, and Washburn University. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management services. The firm manages approximately $1.28 billion in assets across a multi-advisor team of 15 and employs model portfolios informed by Raymond James research, using a mix of equities, fixed income, mutual funds, ETFs, and other instruments.

Max Tiraboschi is a financial advisor at GDS Wealth Management with a Series 65 credential and one year of industry experience. Before joining GDS Wealth Management in 2025, he worked at Northwestern Mutual Investment Services LLC and held positions in automotive sales and marketing. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets across a multi-advisor team, using model portfolios based on Raymond James research that range from balanced to fully equity-focused allocations.

Jace Darrow is a CFP® with three years of industry experience, currently serving as an advisor at GDS Wealth Management. He has held roles at multiple firms including Ranger Springs, where he also serves on the board of directors. His background includes a range of positions outside finance, including work with Montana Civil Contractors and Yellowstone Club. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team and employs model portfolios informed by Raymond James research across a mix of equity and fixed income investments.

Samuel Pokluda is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with GDS Wealth Management and has previously worked at Merrill Lynch and Fidelity Investments. GDS Wealth Management provides financial planning, consulting, and discretionary portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $1.28 billion in assets through a multi-advisor team, employing model portfolios informed by Raymond James research across a range of equity and fixed income allocations.

Andrew Schmuhl is a financial advisor at GDS Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms including SWMG, LLC and Strittmatter Wealth Management. Prior to his advisory career, he was involved with Juicy Pig BBQ and the University of North Texas. GDS Wealth Management serves individual and high-net-worth clients with financial planning, consulting, and discretionary portfolio management. The firm manages approximately $1.28 billion in assets through a multi-advisor team of 15, utilizing model portfolios informed by Raymond James research and employing a range of equity and fixed income allocations.