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Tim Waterworth | Brett FrySeana Sowell 


 

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.


Brett Fry, CFA®, CFP®

Wealth Advisor

Brett Fry, CFA®, CFP® joined our team as a Wealth Advisor July 1, 2019. Brett is an experienced wealth planner and investment manager. He has provided comprehensive wealth planning to business owners, corporate executives, retirees, and institutions. His educational background and professional work experience make him an important and valuable addition to the capabilities we bring to our clients.

Brett holds a Masters of Business Administration in Finance as well as a Masters in Personal Financial Planning from Rawls College of Business at Texas Tech University. He completed his Bachelor of Science in Business Administration and Finance at Stephen F. Austin. Additionally, he is committed to upholding the fiduciary standard as a Certified Financial Planner™ and possesses a thorough understanding of advanced investment analysis and real-world portfolio management skills through his designation as a Charted Financial Analyst®.

Brett’s professional experience spans the many facets of delivering comprehensive wealth management solutions. Whether it is helping plan and strategize for a successful retirement to more complex matters such as managing wealth concentrated in a company stock or benefit program, Brett has the chops to deliver tailored solutions. Such solutions include customized hedging strategies and fixed income portfolios to help meet personalized investment objectives. In prior roles Brett has been responsible for directing all financial planning related analyses as well as the management of taxable and tax-exempt bond portfolios.


DESIGNATIONS OF OUR FINANCIAL PROFESSIONALS

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

 CFA® : Chartered Financial Analyst   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.