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Bob Lamse, CFP®, MT - President
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Bob Lamse, President of Talis Advisory Services, LLC, holds a BBA in Accounting and a Masters of Taxation degree from Baylor University. Prior to joining Talis, he gained tremendous experience as a Tax Manager/CPA/CFP® for Ernst & Young in Dallas, TX. He went on to own and operate a successful franchise from the ground up, which gave him valuable insight into running a small business. He then became the Chief Financial Officer for two very successful and rapidly growing companies, Highgate Holdings and Fortune Hi-Tech Marketing. With over 15 years of experience as a CFO, Bob oversaw large investment portfolios for his companies and worked with the majority of what are considered the top Wall Street brokerage firms. While many of those firms have areas of expertise, he saw the built-in conflict of interest from the typical commission-driven brokerage industry and became a huge proponent of the fee-only Registered Investment Advisor approach.
Bob’s diverse financial background makes him extremely well suited to assist individuals and organizations with tailoring all types of unique investment plans that will meet their specific needs and goals. He is very excited to help lead and be part of a team like the one at Talis that has such a great depth of talent and integrity. Bob is very proud of his wife of 25 years and 3 children. They have been very active members of Prestonwood Baptist Church in Plano, TX, throughout their marriage. Bob also serves as a member of the Texas Health Presbyterian Board of Trustees.
J. Brent Everett - Chief Investment Officer
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Brent Everett founded Profisys, LLC, a fee-only Registered Investment Advisor, in 1998. While acting as Managing Director of that firm, he developed the investment philosophy and the portfolio models currently used by Talis Advisors. He earned a B.S. in Computing and Information Sciences from Oklahoma State University. Mr. Everett’s background includes experience in strategic marketing, executive management and investor relations at Texas Instruments, Samsung Semiconductor, EDI, CSCI, and his own consulting practice. Brent served on the Board of Directors for CSCI, where he helped structure and negotiate management's successful purchase of the company.
Mr. Everett has been a member of the Financial Planning Association, where he was elected to the Board of Directors of the local chapter, the International Association of Financial Engineers, the Econometrics Society, the Association of Pension Professionals and Actuaries Benefits Council, the Estate Planning Council of North Texas and Mensa. He has discussed small cap stock investing on CNNfn and his views regarding investment advisor disclosure have been quoted by several major publications. Along with Scott Maxwell, Brent has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2010 and 2011 and one of D Magazine's top wealth managers in 2010.
Mr. Everett lives in Plano with his wife and their Labrador Retreiver. He has served as a member of the Business and Professional Leadership Committee of the Plano Symphony Orchestra, and enjoys reading, fly fishing, college sports, and Formula One racing.
R. Scott Maxwell, MBA - Wealth Management Coach
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Scott’s passion and mission is best summarized by his title: Wealth Management Coach. He dedicates himself to help individuals, families and business owners realize their long-term financial dreams. Scott earned his Masters of Business Administration from Villanova University in 1991 and his Bachelor of Arts degree from Pomona College in 1983.
Scott’s diverse career includes service in the military, higher education and industry. A former Naval Officer with over 1,200 hours of flight time in the E-2C Hawkeye, Scott spent 3 years teaching Leadership and Management classes to future Naval Officers as a Naval Science instructor at Villanova. His business career includes supporting business owners, sales representatives and data center managers as a regional sales and marketing representative at 3M, human resources consulting with Drake Beam Morin and operating his own multi-million dollar computer and printer supplies company. Scott has taught the principles of sound investing to over 1,000 clients since 2005 via live training workshops and one-on-one coaching. Along with Brent Everett, Scott has been the cohost of The Peaceful Wealth Radio Hour on CNN. He was named as one of Texas Monthly magazine's "5 Star" wealth managers in 2009 and 2011 and one of D Magazine's top wealth managers in 2010.
An Eagle Scout, Graduate of the Navy’s Top Gun program and former Little League manager and league President, Scott is committed to meaningfully impact the lives of others. He is an active member of Stonebriar Community Church in Frisco, Texas. Born and raised in San Diego, California, Scott lives in Frisco with his lovely bride of 18 years, three wonderful children, a short-haired collie and two lively cats.
Greg Schmitz - Senior Advisor, Wealth Management
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Before coming to Talis Advisory Services, LLC, Mr. Schmitz owned and operated an executive consulting practice providing leadership for business planning and development endeavors. Prior to this, Mr. Schmitz co-founded and led start-up operations as President and Chief Operating Officer for a Dallas-based educational supplies company. Mr. Schmitz also has a recent 4 year background with AT&T Wireless. While with AT&T Wireless, he built a top performing Retail Acquisition team and led a variety of high profile strategic projects to help prepare the company for sale to Cingular.
Greg's practice includes working with professionals and business owners in the accumulation phase of their lives and clients approaching or in the retirement phase that need income planning. He also specializes in working with employer sponsored retirement plans, including 401(k) plan design. He frequently works with Brent Everett to help develop new portfolio models and has designed both planning tools and utilities that interface with custodial platforms. Greg and Brent are currently studying the mismatch between real-world capital market behavior and the risk modeling used in most financial planning software and hope to develop better tools for understanding the probability of meeting future financial goals.
Greg holds a B.S. in Management Information Systems and a minor in Business Management from Oklahoma State University. He is an avid golfer and runner and has an interest in physical fitness and nutrition. He is a member of the Estate Planning Council of North Texas and attends Prestonwood Baptist Church where he has helped direct the bible study classes for single adults.David H. Smith, CPA, MST - Personal Financial Specialist
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Dave Smith currently holds the position of Managing Director of Jones Square Inc., a diversified financial services firm offering solutions to small business clients. The specific services offered include bookkeeping, tax, payroll, QuickBooks® consulting, personal financial planning and general business consulting. Dave has held this position for over 10 years. He shares his time as an investment advisor for Talis Advisory Services, LLC.
Mr. Smith received a Bachelor of Science Degree in Accounting from the University of the State of New York and a Masters of Science Degree in Taxation from the Washington School of Law. He received his CPA credentials in 1993 and is a member in good standing with the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Dave holds the Personal Financial Specialist (PFS) designation from AICPA.
Throughout his tenure, Mr. Smith has not only focused his attention on business issues but also has become involved in his clients' personal financial decisions. He accomplishes this through the preparation of a comprehensive personal financial plan. This plan considers cash flows, spending and debt ratios, and overall risk management. The comprehensive plan includes specific recommendations for retirement, college, taxes, estate and those unique goals specific to each client. Not only does this provide a means for measuring where a client’s family is now, but offers solutions which will have future implications. As a way of helping the client reach their goals, Mr. Smith offers investment advice as a representive for Talis Advisors. He believes strongly in the investment philosophies that Talis Advisors adheres to and the unique institutional products that they offer.
W. Kenneth Paxton, Jr., MBA, JD
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Ken Paxton graduated from Baylor University in Waco, Texas, earning a B.A. in Psychology in 1985 and a M.B.A. in 1986. He served as Student Body President at Baylor University during the 1984-1985 school years and currently serves as Permanent Class President for the Class of 1985. After business school, Mr. Paxton accepted a position with Arthur Andersen as a management consultant. He then attended the University Of Virginia School Of Law where he earned a J.D. degree in 1991. After law school, Mr. Paxton joined the firm of Strasburger & Price, P.C., before joining J. C. Penney Company, Inc. as in-house legal counsel.
Mr. Paxton specializes in estate planning, tax, probate and general business matters. He also owns a title company which has offices in Frisco and McKinney. He is a former board member of the Collin County Bar Association, a member of the McKinney Rotary and the Allen, Frisco and McKinney Chambers of Commerce. He serves on the Board of Marketplace Ministries, a Dallas-based employee assistance program, and has served as its past chairman. Mr. Paxton also serves on the board of Centennial Medical Center in Frisco, and the Advisory Boards of Cross Timbers Youth Orchestra and the Frisco Association of the Arts. He frequently speaks on various estate planning, corporate, and real estate topics.
Active in his community, Mr. Paxton is a member of the Texas House of Representatives representing District 70 which consists of Allen, Frisco, McKinney, Plano and Prosper. He serves on the Ways and Means Committee, the Human Services Committee, the General Investigating Committee as Vice-Chair, and has served on the Financial Institutions Committee and House Select Committee on School Finance. He is an active charter member of Stonebriar Community Church in Frisco where he has participated in various leadership roles. He lives with his wife, Angela, and their four children in McKinney.
Diana Hickson - Operations Manager
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Prior to joining Talis Advisors, Diana lived in Kansas where she was a Real Estate Sales Agent. She has been licensed with the National Association of Realtors since 1992. Diana has worked with a variety of quality builders, developers, architects and engineers in developing and planning custom home communities. She took pride in delivering personal professional service to each buyer and seller that she assisted. Ms. Hickson also worked for The Alliance Defense Fund, a legal firm, where she provided administrative support to five attorneys.
Diana is a native of New Jersey and she recently relocated to Frisco from Kansas. She is proud of her son, Julian, who received an athletic scholarship to play football at Abilene Christian University. She enjoys football, interior decorating and restoring furniture. Diana and Julian fellowship at Prestonwood Baptist Church.
Max Hulse - Advisor Emeritus
Our friend and colleague, Max Hulse, died in a plane crash on Friday, May 20, 2011. He was 79 years old. Max will be missed by his many friends, his family, and his coworkers.
Max Hulse began his career as a stockbroker and investment counselor in 1962. During his career with Eppler, Guerin, & Turner, he rose through the ranks eventually becoming a principal in the firm, Executive Vice President and a member of the Board of Directors. Max was responsible for opening and staffing all of the firm's branch offices in West Texas. After many years and many acquisitions, Max eventually retired from UBS. After a few years of retirement, he discovered that golf and fishing did not present a satisfying challenge, so he became affiliated with Talis Advisors. He continiued to play an occasional round of golf, sometimes with rather notable people (see photo).
Max was a licensed pilot and enjoyed flying his Beechcraft Bonanza. He also enjoyed fly fishing and golf. He was an avid painter and maintained studios in San Angelo, Texas and Santa Fe, New Mexico. He is survived by his wife, Sandra, his six children and seventeen grandchildren. We were all fortunate to benefit from his many years of experience.