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Our Team

Credentialed experience, in every seat.

Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names
— CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA —
represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

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Enrolled Actuaries in the U.S.

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Brent Gordon, CFP®

Managing Partner | Lead Advisor

Series 6, 63, 65, 7 | Certified Financial Planner®

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Sergio O. Pessoa, CFP®, CLU®, ChFC®

Managing Partner | Lead Advisor

Series 6, 63, 65, 7 | CFP® | CLU® | ChFC®

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Keith Jordan, CPFA®

Junior Partner | Retirement Plan Specialist

Series 63, 65, 7 | Certified Plan Fiduciary Advisor®

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Bob Rietz, EA, MAAA, FCA

Enrolled Actuary

BS Mathematics, University of Iowa | EA | MAAA | MSEA | FCA

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Ryan Woolhiser, CFA®, CAIA®, CPWA®

Chief Investment Officer

CFA® | CAIA® | CPWA® | BS Economics, University of Colorado Boulder | MBA Candidate, SMU Cox School of Business

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Viviana Hernandez

Operations Manager | Licensed Client Advisor

Life Insurance | Series 6, 63, 65, 7 | BBA – Marketing & International Business, UTEP (Cum Laude)

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Ashley Johnson

Client Relations & Administrative Coordinator

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Shari Spolar

Applications & Operations Specialist

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Jakelene (Jackie) Amabile

Administrative Support & Client Services

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Across our advisory partners, actuarial team, investment leadership, and operations professionals, Tax-Optimized Planning Solutions brings more than a century of combined financial services experience to every client engagement. The credentials behind these names — CFP®, CLU®, ChFC®, CPFA®, CFA®, CAIA®, CPWA®, EA, MAAA, FCA — represent thousands of hours of study, examination, and continuing professional education. They are the reason we are equipped to design plans that other firms cannot.

Ready to Work With Our Team?