At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Glen Smith, CFP®, CRPC®
CEO, CIO, Cofounder
Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor. In 2020, Glen was also approved to act as a National Football League Players Association (NFLPA) Registered Player Financial Advisor.
Robert Casey, AAMS®
Senior Vice President, Cofounder
With more than a decade of experience in financial services, Robert uses his comprehensive knowledge to develop custom wealth management strategies for the families and individuals he serves. A love of helping others, instilled in him from a young age, has carried over to his career as he seeks to increase clients' financial confidence and help them make investment decisions that align with their long-term goals and risk tolerance.
Annie Adkison
Financial Planner
Annie has been working in the financial industry for more than a decade and is motivated by a desire to help others understand finances and budgeting. Annie recognizes that many people tend to shy away from these areas because they find them stressful or intimidating, but she is here to help make the process easy and straightforward for you. The client is Annie's top priority, and she works diligently to be transparent, organized, and caring in her relationship with her clients. Annie is passionate about her work as a financial planner and strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
Sebastian Carrillo
Financial Planner
As a Financial Planner with GDS Wealth Management, Sebastian is passionate about working closely with clients to help them meet their financial goals and ensure that they feel confident in their financial futures. He is excited about what the future holds for GDS and their clients and looks forward to assisting clients with their financial plans. Sebastian emphasizes that one of the many things that separates GDS from its competitors is the high level of client engagement and appreciation; it's a one-of-a-kind experience that you wouldn't get anywhere else. He, alongside the entire GDS team, is committed to making sure that your financial plan meets the goals you set for your financial future.
Tim Allin
Financial Planner
Tim graduated from the University of Utah with a degree in Chinese language and literature and a minor in business. After graduating, he moved to China, where he lived for four years while coaching and playing tennis. Since then, Tim has spent many years working in the business world and is excited to provide personalized financial strategies to the families and individuals he serves. Tim recognizes and appreciates the value of having a financial planner that you can trust; in fact, he and his wife were GDS clients for nearly a decade before Tim joined the GDS team. As a financial planner, Tim works diligently to ensure that each client receives a financial plan that reflects their best interests.
Tim and his wife, Fei Fei, have two children: J (6) & Joey (3). The family also has an eight-year-old German Shepherd/Akita mix that only responds to commands in Chinese. In his free time, Tim enjoys spending time with his family and visiting local attractions like the zoo and aquarium. If Tim is not working or with his family, you can usually find him playing tennis or Padel, a miniature version of tennis that is played in a glass enclosure. He is undefeated in tennis against GDS founder and President, Glen Smith. If you're up for a challenge, schedule a tennis match with Tim!
Alex Schremmer
Financial Planner
Alex is no native to Texas, but is seasoned in the financial planning world. Prior to making a shift to his current role as a financial planner, he worked in the accounting industry. Alex has degrees in accounting and finance from Washburn University.
The process of selecting a financial planner can be a stressful one, and Alex understands this. In his role as a relationship manager and financial planner with GDS Wealth Management, Alex is here to help you navigate this process. He works diligently to create positive relationships with clients and build financial plans that enable clients to meet their future financial goals. Alex wants clients to know that he is here to help them build and preserve wealth and have the retirement lifestyle they want. He emphasizes that the entire GDS team cares about the current and future financial goals of their clients and he is here to help them at every step of the way.
Alex currently lives in Grapevine, and is an avid golfer in his free time. If you ever need any recommendations on golf courses to play, he can point you in the right direction. Alex also enjoys traveling, one of his favorite trips was to the Cayman Islands.
Ross Mortensen
Financial Planner
Ross is one of our talented Financial Planners here at GDS Wealth Management. He graduated from the University of Nebraska at Kearney with a bachelor's degree in Math and an emphasis in education. Before transitioning to the financial sector, Ross taught middle school math for a few years. He has worked in the financial industry for many years now, and Ross brings a wealth of experience to his role at GDS.
As a Financial Planner, Ross is committed to ensuring that his clients have a financial plan that is tailored to their individual needs. He truly takes the time to get to know each client on a personal level and believes that financial planning should be a collaborative effort. Ross aims to empower clients with the confidence they need to work towards the financial future of their dreams.
Ross and his wife, Shelby, have three children: a son, James, and twin daughters, Isla and Andi. Their family also includes a Boston terrier named Tulo and a cat named Roxie. In his free time, Ross enjoys spending time with his family and traveling. A Mortensen family favorite destination is Disney World, and one of Ross' personal favorite trips was to Barcelona. Be sure to share your favorite travel destination with Ross, he's always looking for new suggestions!
General Information |
| Firm Start Year: | 2017 | |
| No. of Employees: | 20-49 | |
| Name of Custodial Firm: | Raymond James |
| States Licensed in: | TX, CA, LA, FL, OK |
| Number of Years with Current Firm: | 6 |
| Work Experience: | Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Money Management, Wealth Management, Financial Planning for Businesses, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals |
Services |
| Investment Types: | Bonds, Stocks, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Phone, Email, Our Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 453 |
| Firm's Number of Planning Clients: | 453 |
| Firm's Number of Managed Clients: | 453 |
| Assets Managed by Firm: | 1,041,245,248 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets |
FAQs |
How are you compensated? How will I pay for your services?GDS Wealth Management is a fee-only firm. |
Will you be the only person working with me?GDS Wealth Management works as a team to serve all of our clients. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767 |
|
Additional Detailed Disclosures |
Disclaimer |
| GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 7:30 AM - 5:00 PM |
| Tue. | 7:30 AM - 5:00 PM |
| Wed. | 7:30 AM - 5:00 PM |
| Thu. | 7:30 AM - 5:00 PM |
| Fri. | 7:30 AM - 5:00 PM |
The Forbes Americaâs Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one clientâs experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors' location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither GDS Wealth Management nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. GDS Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c more info.
Forbes Best-in-State Wealth Advisor
(04/07/2022)
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
 |
 |
 |
 |