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Tim Waterworth | Seana SowellGrace Sims


 

Tim Waterworth, CFP®, AIF® 

Independent Wealth Advisor

Tim focuses on delivering customized solutions to families, corporate executives and business owners facing complex financial situations. Utilizing an integrated wealth management strategy to address his clients' goals, Tim designs comprehensive plans targeted to the unique needs and circumstances of each individual. Tim's customized financial plans and his dedication to ongoing client education brings simplicity and clarity to resolving financial issues. Periodic review and ongoing monitoring facilitates the implementation of action plan items, enabling clients to focus their time on business and family.

Tim is licensed as a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He holds himself to a fiduciary standard, which means he is obligated to put the best interests of his clients first. This is a personal belief as well as a professional requirement of being a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary professional.

Tim is active in the Northeast Tarrant County community connecting with other professionals and supporting non-profits and youth athletics. Believing in the importance of giving back, Tim has served on boards and has donated his support to local non-profit organization.


DESIGNATIONS OF OUR FINANCIAL PROFESSIONALS

CFP® : Certified Financial Planner   AIF® : Accredited Investment Fiduciary  

FPQP™ : Financial Paraplanner Qualified Professional


Seana Sowell

Client Relations Associate

Seana joined our firm in March 2019 as Client Relations Associate, to continue to deliver an outstanding client experience and keep operations running smoothly. Seana has extensive experience in real estate and real estate investments with an affinity for investigating how actuarial analytics and statistics can relate to investment decisions.

Seana brings a customer-first focus and a mastery of today’s technology making her uniquely qualified to serve our clients. She actively comes alongside clients to ensure an uncompromised user-friendly experience to get the most out of today’s wealth management services.

Seana holds both a Bachelor of Arts degree from Judson University and a Master of Architecture degree from Lawrence Technological University. As an active community liaison, she serves on a variety of professional boards within the City of Fort Worth. For the past six years, she has served as an advocate for the proper stewardship of tax dollars for the benefit of city residents.


Grace Sims, Marketing CoordinatorGrace Sims, FPQP™

Marketing & Communications Coordinator

Grace is responsible for growing the company's digital presence on LinkedIn, and Facebook; creating financial education materials; coordinating client events, and the preparation and distribution of our weekly communications. She is continuously striving to improve the client experience through implementing online scheduling tools, transitioning clients to a single sign-on portal, and providing concierge level service.

A San Antonio native and Liberal Arts graduate from Texas A&M University, she began her career at the Navy-Marine Corps Relief Society providing service members the knowledge and tools to better understand their financial landscape and develop an initial budget. She recently completed the coursework and exam to earn the FPQP™ designation to better serve our clients and their families. Additionally, Grace is a certified Notary Public of the State of Texas.