Optimus Capital Advisors, LLC

John Gesek is a financial advisor with Optimus Capital Advisors, LLC in Coppell, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Fusion Investment Advisors, LLC from 2012 to 2016. In addition to his advisory role, Gesek is a licensed independent insurance agent and offers insurance products to clients, dedicating approximately 10% of his time to this activity. Optimus Capital Advisors serves individual clients, trusts, estates, retirement plans, corporations, and charitable organizations, providing discretionary portfolio management, comprehensive financial planning, and corporate investment consulting. The firm employs risk-factor modeling and modern portfolio theory, with portfolios often including mutual funds, ETFs, individual equities, alternative investments, and insurance products through licensed representatives.

Jack Luna is a financial advisor with Optimus Capital Advisors, LLC in Coppell, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Optimus Capital Advisors since 2014. In addition to his advisory role, Mr. Luna is a licensed independent insurance agent and offers insurance products to clients, spending approximately 10% of his time in this capacity. Optimus Capital Advisors serves individual clients, trusts, estates, retirement plans, corporations, and charitable organizations, providing discretionary portfolio management, comprehensive financial planning, and corporate investment consulting. The firm utilizes risk-factor modeling and modern portfolio theory, building portfolios that often include mutual funds, ETFs, alternative investments, and private equity, with continuous account monitoring and a relatively large asset base managed by a small team.

James Gonzales II is a CFP® with seven years of industry experience, currently serving as a financial advisor at Optimus Capital Advisors, LLC. His prior experience includes roles at Charles Schwab & Co., Inc., US Trust, Heartland IT Consulting, and Ruffalo Noel Levitz. Optimus Capital Advisors serves individual clients, trusts, estates, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, comprehensive financial planning, and corporate investment consulting. The firm uses risk-factor modeling and modern portfolio theory with portfolios built from in-house models and Dimensional Fund Advisors allocations, including a range of investment types from mutual funds and ETFs to alternative investments.

Jackson Fleming is a CFP® and holds a Series 66 license with five years of industry experience. He is currently an advisor at Optimus Capital Advisors, LLC and has previously worked at GDS Wealth Management, Charles Schwab, and Wells Fargo Advisors. Prior to his financial advisory career, he held positions in various industries including technology and hospitality, and spent nine years with USA Hockey. Optimus Capital Advisors serves individual clients, trusts, estates, retirement plans, corporations, and charitable organizations by providing discretionary portfolio management, comprehensive financial planning, and corporate investment consulting. The firm employs risk-factor modeling and modern portfolio theory, utilizing model portfolios from Dimensional Fund Advisors alongside a range of investment vehicles, including alternative and illiquid assets.