As principal and CEO, Jarrod oversees all aspects of the client experience, from strategic planning and investment implementation to structuring financial roadmaps for clients. As a fiduciary, he is responsible for organizing the team’s focus to maintain a client-centric firm. Although Jarrod spent much of his career meeting the needs of the ultra-wealthy, today he is following his passion: serving everyday people in their prime earning years, as well as those nearing retirement.
Jarrod started his working life as an investment advisor before becoming a Certified Financial Planner (CFP®), assisting our nation’s veterans as a Senior Financial Planner for USAA. Later, he served as Director of Business Development and Senior Planner for one of Texas’ largest and most profitable Registered Investment Advisors. In recent years, he also acted as Partner and Senior Advisor to a specialized private wealth management firm before founding Gap Financial Services. As of 2019, he accepted an appointment from the Texas Lt. Governor to serve on the Texas Prepaid Higher Education Tuition Board, a group of experts dedicated to managing the Texas Tuition Promise Fund and Texas 529 Savings Plan.
In addition to the CFP®, Jarrod holds the Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), Cash Balance Consultant (CBC®), Certified Health Savings Advisor (CHSA®), and Chartered Advisor for Senior Living (CASL®) designations. He graduated from the University of Texas at Arlington with a BBA in Finance. Jarrod has been married for twenty-eight years and has one high-school aged daughter. Contact: firstname.lastname@example.org or (512) 745-4191
Steve has more than 40 years’ experience in financial services. Through investment management advice and financial counseling, he helps individuals, families, and senior executives achieve personal lifetime financial goals from our Boerne office. Prior to becoming a CFP® practitioner and fee-only fiduciary, Steve worked as a bank trust officer, helping clients plan for disposition of their estates through estate conservation and tax-efficient investment strategies. He also advised parents of special needs children about how to achieve financial security by integrating personal saving and investment techniques with government benefits. As a guest on several television and radio programs, Steve has shared ideas about how to prepare financially for a successful retirement. He has also taught courses for the CFP® Professional certificate program. Steve earned his Bachelor’s degree from Boston College and his Master’s degree from the University of Maryland. He and Jo-Ann, his wife of 48 years, live in Boerne, Texas. They have two children and two grandchildren.
As President, Lorri brings clarity and vision to the firm from both the public and private sectors. After more than a decade of teaching in the high school classroom, she moved into the world of consulting and discovered the absence of quality solutions for growing and maintaining the wealth of everyday people. She co-founded Gap Financial and coordinates the efforts of a team of credentialed advisors to fill that gap. In her spare time, Lorri is a published freelance writer and volunteers with many organizations associated with her church and her child's school. She and Jarrod, her husband of 27 years, live in Austin.