Dallas-Fort Worth Metroplex
Partners don’t have paychecks. They have cash flow puzzles. 🧩 I help Law Firm Partners turn volatile K-1 income into no-surprise taxes, coordinated wealth planning, and a reliable retirement paycheck. Most advisors say they work with attorneys. I built my practice around the financial realities law firm partners actually face. Partners I work with typically deal with: ⚖️ K-1 timing and uneven cash flow 📊 High tax exposure and quarterly estimates 💰 Capital calls and liquidity planning 🏦 BrokerageLink and partner retirement accounts 📋 Complex compensation and deferred comp 🏁 Retirement transition and paycheck design Most partners earning $500k–$2MM+ aren’t disorganized because of income—they’re disorganized because nobody is coordinating the full picture. I act as the financial quarterback 🏈 across investments, taxes, retirement, estate strategy, and cash flow so nothing slips through the cracks. What they tell me they value most: ✅ Fewer surprises ✅ Proactive communication ✅ Clear decision-making ✅ A strategy simple enough to explain on one page Outside of advising, I’m passionate about golf, the outdoors, markets, and building long‑term relationships with driven professionals. If that sounds like what's been missing, let's fix it. 📩 DM me "Partner" for my 1-page Partner Playbook 📅 Book 15 minutes at TalkToJJ.com 📞 (214) 945-2883 All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy.”
I work with high-income professionals and business owners, with a niche focus on Law Firm Partners, helping them navigate complex income, tax, and long-term wealth planning decisions. My work centers on a holistic, timing-driven approach that integrates: Tax-aware financial planning Investment management and portfolio construction Income and retirement strategy 401(k) brokerage link analysis and optimization Estate and entity coordination in collaboration with CPAs and attorneys As an independent advisor, I have greater flexibility to design strategies aligned with each client’s specific compensation structure, risk profile, and long-term goals—without product or platform constraints. My priority is building long-term, trust-based relationships and helping clients make confident financial decisions through clarity, discipline, and coordination.
At ONE Advisory Partners, I help high-income individuals and business owners turn complexity into clarity through a fully integrated planning model. My role centers on aligning investment strategy with proactive tax and estate planning—delivered through our Virtual Family Office (VFO) structure. 𝐖𝐡𝐨 𝐈 𝐒𝐞𝐫𝐯𝐞: 401(k) participants with 𝐛𝐫𝐨𝐤𝐞𝐫𝐚𝐠𝐞 𝐥𝐢𝐧𝐤 access looking to optimize workplace assets. Executives managing equity comp, deferred income, and multi-layered planning needs. Business owners preparing for liquidity events, succession, or long-term tax minimization. 𝐖𝐡𝐚𝐭 𝐈 𝐃𝐞𝐥𝐢𝐯𝐞𝐫: Holistic financial planning—retirement, investment, estate, insurance, and charitable strategy Seamless collaboration with 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐞𝐝 𝐂𝐏𝐀𝐬 𝐚𝐧𝐝 𝐞𝐬𝐭𝐚𝐭𝐞 𝐚𝐭𝐭𝐨𝐫𝐧𝐞𝐲𝐬, all coordinated under one advisory relationship. Access to a broad range of investment solutions, including private market and tax-advantaged opportunities. 𝐖𝐡𝐚𝐭 𝐌𝐚𝐤𝐞𝐬 𝐓𝐡𝐢𝐬 𝐑𝐨𝐥𝐞 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭: Our VFO model eliminates the need for clients to manage multiple advisor relationships—we integrate it all. Clients benefit from 𝐫𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 𝐬𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐦𝐨𝐝𝐞𝐥𝐢𝐧𝐠, personalized reporting, and high-touch service. We go beyond portfolio management—building generational strategies that evolve with life’s complexity. 𝘛𝘩𝘪𝘴 𝘳𝘰𝘭𝘦 𝘢𝘭𝘭𝘰𝘸𝘴 𝘮𝘦 𝘵𝘰 𝘣𝘳𝘪𝘯𝘨 𝘤𝘭𝘢𝘳𝘪𝘵𝘺 𝘢𝘯𝘥 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘭𝘪𝘷𝘦𝘴 𝘰𝘧 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘸𝘪𝘵𝘩 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘪𝘤𝘵𝘶𝘳𝘦𝘴—𝘸𝘩𝘪𝘭𝘦 𝘦𝘯𝘴𝘶𝘳𝘪𝘯𝘨 𝘦𝘷𝘦𝘳𝘺 𝘱𝘪𝘦𝘤𝘦 𝘰𝘧 𝘵𝘩𝘦𝘪𝘳 𝘱𝘭𝘢𝘯 𝘸𝘰𝘳𝘬𝘴 𝘵𝘰𝘨𝘦𝘵𝘩𝘦𝘳 𝘵𝘰𝘸𝘢𝘳𝘥 𝘰𝘯𝘦 𝘶𝘯𝘪𝘧𝘪𝘦𝘥 𝘨𝘰𝘢𝘭: 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢𝘯𝘥 𝘱𝘳𝘦𝘴𝘦𝘳𝘷𝘪𝘯𝘨 𝘸𝘦𝘢𝘭𝘵𝘩 𝘸𝘪𝘵𝘩 𝘪𝘯𝘵𝘦𝘯𝘵𝘪𝘰𝘯.
At Soltis—a nationally recognized RIA managing over $6B—I advised high-net-worth individuals, families, and business owners on holistic wealth planning, with a strong emphasis on portfolio construction, tax strategies, and access to institutional-caliber Alternative Investments. 𝐊𝐞𝐲 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 𝐚𝐧𝐝 𝐚𝐫𝐞𝐚𝐬 𝐨𝐟 𝐟𝐨𝐜𝐮𝐬: 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐜𝐜𝐞𝐬𝐬 & 𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞 Guided qualified clients through the evaluation and integration of alternative assets, including private credit, interval funds, real estate strategies, and hedge fund–like vehicles. Helped them understand liquidity profiles, fee structures, and the role these assets play in diversifying traditional 60/40 allocations. 𝐂𝐮𝐬𝐭𝐨𝐦 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐃𝐞𝐬𝐢𝐠𝐧 𝐰𝐢𝐭𝐡 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞𝐬 Built hybrid portfolios that combined public markets with alternatives to target specific outcomes like income stability, lower volatility, and non-correlated returns—particularly valuable for clients seeking income in retirement or downside protection during market stress. 𝐂𝐥𝐢𝐞𝐧𝐭-𝐂𝐞𝐧𝐭𝐫𝐢𝐜 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 & 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 Paired investment decisions with comprehensive planning—tax-aware withdrawals, estate structure coordination, and retirement income strategies—delivering a seamless experience across asset classes. 𝘔𝘺 𝘵𝘪𝘮𝘦 𝘢𝘵 𝘚𝘰𝘭𝘵𝘪𝘴 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩 𝘰𝘯𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘴𝘰𝘱𝘩𝘪𝘴𝘵𝘪𝘤𝘢𝘵𝘦𝘥 𝘰𝘱𝘦𝘯-𝘢𝘳𝘤𝘩𝘪𝘵𝘦𝘤𝘵𝘶𝘳𝘦 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘪𝘯 𝘵𝘩𝘦 𝘙𝘐𝘈 𝘴𝘱𝘢𝘤𝘦, 𝘣𝘳𝘪𝘯𝘨𝘪𝘯𝘨 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭-𝘭𝘦𝘷𝘦𝘭 𝘢𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦𝘴 𝘪𝘯𝘵𝘰 𝘵𝘩𝘦 𝘩𝘢𝘯𝘥𝘴 𝘰𝘧 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘪𝘯 𝘢 𝘧𝘪𝘥𝘶𝘤𝘪𝘢𝘳𝘺, 𝘱𝘭𝘢𝘯𝘯𝘪𝘯𝘨-𝘭𝘦𝘥 𝘦𝘯𝘷𝘪𝘳𝘰𝘯𝘮𝘦𝘯𝘵.
At CAPTRUST—one of the largest independent RIAs in the country managing over $40 billion in discretionary assets—I supported portfolio management and trade execution for high-net-worth and institutional clients, contributing to disciplined, tax-aware investment strategies and operational excellence. 𝐊𝐞𝐲 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 𝐚𝐧𝐝 𝐟𝐨𝐜𝐮𝐬 𝐚𝐫𝐞𝐚𝐬: 𝐓𝐫𝐚𝐝𝐞 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧 & 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐎𝐯𝐞𝐫𝐬𝐢𝐠𝐡𝐭 Executed and monitored daily trades across equities, fixed income, and alternative investments, ensuring compliance with client guidelines and regulatory standards. Maintained ongoing portfolio oversight to keep investments aligned with strategic objectives. 𝐓𝐚𝐱-𝐀𝐰𝐚𝐫𝐞 𝐑𝐞𝐛𝐚𝐥𝐚𝐧𝐜𝐢𝐧𝐠 & 𝐑𝐢𝐬𝐤 𝐌𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠 Led portfolio rebalancing efforts and tax-loss harvesting strategies to optimize after-tax returns. Conducted continuous risk assessment to maintain appropriate diversification and alignment with client objectives. 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲 & 𝐂𝐥𝐢𝐞𝐧𝐭 𝐎𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠 Improved trade execution efficiency and coordinated seamless onboarding of new client portfolios, working closely with custodians and internal teams to ensure smooth transitions. 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 Developed a deep understanding of institutional portfolio management processes, compliance requirements, and client service protocols—foundational experience that informs my client-facing advisory approach. 𝘛𝘩𝘪𝘴 𝘳𝘰𝘭𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘷𝘢𝘭𝘶𝘢𝘣𝘭𝘦 𝘦𝘹𝘱𝘰𝘴𝘶𝘳𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘢𝘴𝘱𝘦𝘤𝘵𝘴 𝘰𝘧 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘵 𝘴𝘤𝘢𝘭𝘦, 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘴𝘰𝘭𝘪𝘥 𝘧𝘰𝘶𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘧𝘰𝘳 𝘮𝘺 𝘵𝘳𝘢𝘯𝘴𝘪𝘵𝘪𝘰𝘯 𝘪𝘯𝘵𝘰 𝘤𝘭𝘪𝘦𝘯𝘵-𝘧𝘢𝘤𝘪𝘯𝘨 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘳𝘰𝘭𝘦𝘴.
As a Derivatives Analyst at Northern Trust, I gained foundational experience in capital markets by supporting the trade lifecycle of complex instruments across global markets. 𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬 & 𝐅𝐨𝐜𝐮𝐬 𝐀𝐫𝐞𝐚𝐬: 𝐓𝐫𝐚𝐝𝐞 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐎𝐯𝐞𝐫𝐬𝐢𝐠𝐡𝐭 Monitored and reconciled trade activity for a broad range of derivative instruments, including interest rate swaps, equity options, and currency forwards 𝐂𝐫𝐨𝐬𝐬-𝐅𝐮𝐧𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐨𝐧 Collaborated with front office trading desks, custodians, and counterparties to resolve trade breaks and valuation discrepancies 𝐑𝐢𝐬𝐤 & 𝐌𝐚𝐫𝐠𝐢𝐧 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 Assisted in building processes for valuation accuracy, P&L reporting, and counterparty exposure management 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐄𝐱𝐩𝐨𝐬𝐮𝐫𝐞 Gained exposure to institutional investment strategies, risk management, and operational infrastructure 𝘛𝘩𝘪𝘴 𝘳𝘰𝘭𝘦 𝘥𝘦𝘦𝘱𝘦𝘯𝘦𝘥 𝘮𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘰𝘧 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘢𝘭 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘩𝘦𝘭𝘱𝘦𝘥 𝘣𝘳𝘪𝘥𝘨𝘦 𝘵𝘩𝘦 𝘨𝘢𝘱 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘤𝘭𝘪𝘦𝘯𝘵 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴—𝘭𝘢𝘺𝘪𝘯𝘨 𝘵𝘩𝘦 𝘨𝘳𝘰𝘶𝘯𝘥𝘸𝘰𝘳𝘬 𝘧𝘰𝘳 𝘮𝘺 𝘵𝘳𝘢𝘯𝘴𝘪𝘵𝘪𝘰𝘯 𝘪𝘯𝘵𝘰 𝘸𝘦𝘢𝘭𝘵𝘩 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺.