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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.

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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 the Dallas/Fort Worth area 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. 

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 also speaks on various estate planning, corporate, and real estate.

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.

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. 

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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.

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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, Hulse 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.

Max is a licensed pilot and enjoys flying his Beechcraft Bonanza.  He still enjoys fly fishing and golf.  He is an avid painter and maintains studios in San Angelo, Texas and Santa Fe, New Mexico.  He and his wife, Sandra, have six children and seventeen grandchildren.  Talis is fortunate to benefit from his many years of experience.