Founder and CEO
For more than 20 years, Gary has worked to teach people of every background about personal finance. Developing long-term relationships built on trust has been key to my success.
Gary is an experienced Chief Executive Officer and an Accredited Investment Fiduciary® (AIF®) with an established history of working in the financial services industry. He’s skilled in business planning, retirement planning, investment advisory, and estate planning.
In addition to helping hundreds of clients confidently plan for and realize their retirement dreams, Gary is also an experienced retirement plan consultant with a demonstrated history of working with companies to create, implement, and monitor their retirement plans. These services include investment selection and performance monitoring, fiduciary best practices, fee reviews and vendor negotiations, and business continuity planning.
Gary has resided in Fort Worth for 52 years and is an active member and group leader of HighRidge church. He has been married to his wife Cindy for 34 years. They have 4 children and 4 grandchildren.
What do you do for fun? “I’m a grandpa” life is fun.
Jenny has been a part of Lighthouse Financial Advisors since its inception. Before joining the financial industry, she was the administrator for another agency. Her background working for a governmental department, allowed her to develop and perfect her multitasking and managerial skills. She holds dual roles at our firm. Not only is she charged with managing an efficient and successful office, but she also serves as the administrator to all the firm’s agents and registered representatives.
Jenny was born and raised in Ft. Worth, where she currently resides. Since her two children have grown and moved away from home, she enjoys time with family and keeping busy with dogs and hobbies. Her first grandchild is on the way and will make his appearance around April 1st, she is extremely excited about this new experience.
Katie is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps individuals and business owners discover what financial independence means for them. She wants to live in a world where people do what they love for a living and are able to give back to the community in a meaningful way.
Katie has been in the industry for almost a decade in both a large corporate setting and boutique advising firm. She has helped young professionals begin their financial plan, guided seasoned investors through retirement, and advised women undergoing major transitions in their life. Her education includes an MBA in Finance from the University of North Texas, and a BBA in Finance from Texas Christian University. She also holds a series 7 and 63 securities license, life, accident, and health insurance licenses and the CFP® designation.
Katie and her husband, Justin, are members of Highridge Church and reside in Aledo, Texas with their adorable son, Griffin. As a member of the Junior League of Fort Worth Katie is currently volunteering in local FWISD elementary schools.
Founder and Certified Financial Planner at Steward Financial
My mission is to provide you with trusted, objective financial advice. I am dedicated to helping you reach your specific financial goals and address your personal financial concerns. I strive to treat all my clients with consistency, honesty, respect, and trustworthiness.I've worked in the business owner market for over 30 years. I specialize in both qualified and non-qualified plans. I typically work with business owners, professionals, and individuals in the high-net- worth mature-market.I've been happily married to my wife for 39 years. Together we have a total of 6 children, 14 grandchildren and 2 great grandchildren.