Moss, Luse & Womble, LLC

Kara Wilson is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 credential and six years of experience. Prior to joining the firm in 2020, she worked at East Texas Baptist University and Parker School Uniforms, LLC. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, financial planning, pension consulting, and accounting-related services. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting and payroll offerings.

Joshua Davis is a financial advisor at Moss, Luse & Womble, LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at East Texas Baptist University and Tapestry of Grace Prep School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, pension consulting, and accounting and payroll services. The firm employs a tactical allocation approach using proprietary risk models and primarily invests in exchange-traded funds and mutual funds to tailor portfolios to client objectives.

Szilvia Nador is a financial advisor at Moss, Luse & Womble, LLC with a Series 65 designation and four years of experience at the firm. Her prior work history includes roles at KPMG, Whole Foods Market, Wells Fargo, and the University of Minnesota. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental analysis and proprietary risk models, primarily constructing portfolios with exchange-traded funds and mutual funds, while also providing accounting, tax preparation, and payroll services as separate offerings.

Matthew Bryan is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2012. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and third-party administration support for retirement plans.

Travis Ferguson is a financial advisor at Moss, Luse & Womble, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2012. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers fee-based discretionary portfolio management, financial planning, pension consulting, and provides accounting, tax preparation, and payroll services. Their investment approach uses tactical allocation based on fundamental analysis and proprietary risk models tailored to client objectives, primarily utilizing exchange-traded funds and mutual funds.

Grayson Hatfield is a CFP® professional with 11 years of experience at Moss, Luse & Womble, LLC. He has worked with the firm since 2015 in their Plano, TX office. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using proprietary risk models to tailor portfolios primarily constructed with ETFs and mutual funds, and also provides accounting, tax preparation, and payroll services to business clients.

Cody Caldwell is a CFP® professional with three years of industry experience. He has been with Moss, Luse & Womble, LLC since 2019, following brief roles at Saville, Dodgen & Co. and Northrop Grumman Corporation. Prior to his financial career, he spent three years at Dallas Baptist University. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using proprietary risk models and combines investment advisory services with accounting, tax preparation, and payroll offerings.

Miles Kellum is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Moss, Luse & Womble, LLC since 2013. Moss, Luse & Womble, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental analysis and proprietary risk models to tailor portfolios, and it combines investment advisory services with accounting, tax preparation, payroll, and retirement plan administration offered for separate compensation.

Ian Evans is a CFP® professional with six years at Moss, Luse & Womble, LLC and a total of four years in the financial industry. Prior to joining Moss, Luse & Womble in 2020, he worked at Leon Capital Group and Ernst & Young. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting and payroll offerings.

Jason Luse is a financial advisor with Moss, Luse & Womble, LLC in Plano, TX, holding a Series 65 designation and 20 years of industry experience. He has been with Moss, Luse & Womble since 2010. Moss, Luse & Womble advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and proprietary risk models, combining investment advisory services with accounting, tax preparation, and payroll offerings for separate compensation.

Jason Kobza is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Moss, Luse & Womble, LLC since 2019. Prior to this, he worked at MSCI for eight years. Outside of his advisory role, he is a member of MLWK Holdings, a Dallas-based accounting software company, where he is involved in project management. Moss, Luse & Womble, LLC advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, and pension consulting. The firm combines investment advisory services with accounting, tax preparation, payroll services, and Third-Party Administrator support for retirement plans, employing a tactical allocation approach based on fundamental analysis and proprietary risk models.

Trevor Freeman is a CFP® professional with four years of experience at Moss, Luse & Womble, LLC. His prior roles include positions at Ernst & Young, LLP, Learfield, Baylor University, and J. J. Pearce High School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, financial planning, and pension consulting alongside accounting, tax preparation, and payroll services. The firm employs a tactical allocation strategy using proprietary risk models to tailor portfolios primarily composed of ETFs and mutual funds.

Cameron Teel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Moss, Luse & Womble, LLC with two years of industry experience. His prior work includes roles at Howard, LLP and BKD, LLP, as well as experience in corporate and educational settings. Moss, Luse & Womble, LLC advises a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a tactical allocation strategy using proprietary risk models and combines investment advisory services with accounting, tax preparation, payroll, and retirement plan administration.

Clark Buchanan is a financial advisor at Moss, Luse & Womble, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Dallas Baptist University and Waco High School. Moss, Luse & Womble, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering fee-based portfolio management, financial planning, and pension consulting alongside accounting, tax preparation, and payroll services. The firm employs a tactical allocation approach using fundamental analysis and proprietary risk models to tailor portfolios primarily with exchange-traded funds and mutual funds.