Our Associates

Our Associates

To learn more about our associates, click on their photos.

Kris Maksimovich, AIF®, CRPC®

President, Office of Supervisory Jurisdiction (OSJ)

My career passion is to help my clients reach a point that they feel 100% secure in knowing their financial matters are in order."

Whether a client’s goal is wealth preservation, asset protection, retirement income distribution, college education funding, business succession, estate planning, or all of these, Kris can provide cutting-edge strategies. A typical client is someone who is looking for advanced solutions to complex financial situations.

Kris is a Chartered Retirement Planning Counselor™. He has also passed the CERTIFIED FINANCIAL PLANNER™ certification exam and is an Accredited Investment Fiduciary® (AIF®). Kris is a graduate of Missouri State University and has FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®. He lives with his wife, Dana, and sons, Brayden, Nik, and AJ, in Lewisville, Texas.

In addition, Kris is a recipient of the 2013, 2014, 2015, and 2016 FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. Less than 3 percent of wealth managers in Dallas, Texas, have been named to the list.*

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Kris Maksimovich is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Bryn Henry, AIF®

Managing Partner, Wealth Manager

"My role is to help my clients identify where they are and what they want to accomplish. Then I provide proven strategies to help them realistically and efficiently achieve their financial goals. Helping to find financial freedom and independence through establishing clear goals and financial discipline is my passion.”

As a wealth manager with Global Wealth Advisors, Bryn Henry provides access to a broad range of investment, retirement, and estate planning strategies for his clients. Bryn’s clients include individuals, business owners, and key executives for whom he has helped develop customized planning, as well as innovative product solutions in the following areas:

  • Retirement Plans
  • Wealth Accumulation and Management*
  • Investment and Asset Allocation Planning*
  • Estate Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Business Succession Planning

Because no two clients are the same, plans are tailored to each client’s unique needs, goals, time frames, and risk tolerance. Backed by a team of dedicated professionals and a company committed to service and growth, Bryn takes a long-term relationship approach to working with his clients.

Bryn is a graduate of the Business School at the University of Texas in Austin. Prior to joining Global Wealth Advisors, he spent 10 years in a number of increasingly responsible management roles in various businesses. His experiences have given him a unique perspective on the bottom line, business owners, executives, and employees. He is an active member in his church and enjoys playing golf and softball.

In addition, Bryn is a recipient of the 2013, 2014, 2015, and 2016 FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. Less than 3 percent of wealth managers in Dallas, Texas, were named to the list*.

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Bryn Henry is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,471 Dallas/Fort Worth wealth managers were considered for the award; 678 (28 percent of candidates) were named 2016 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Dean Elliott

Wealth Advisor

Professional
Dean Elliott was raised in San Angelo, Texas, where he graduated from Central High School in 1990. During high school, he achieved the rank of Eagle Scout in the Boy Scouts of America. After graduation, he served for four years in the United States Marine Corps. Upon receiving an Honorable Discharge in 1994, Dean enrolled at the University of Houston and graduated with a bachelor of science degree in finance. In 1999, he was nominated for the Unsung Hero Award in Brazoria County.

Dean has more than 20 years of experience. He began his independent and comprehensive financial practice with LPL Financial in 1996 before joining Commonwealth Financial Network® in February 2009.

Dean prides himself on specializing in financial planning with a select group of clients that includes affluent individuals and families, executives, and business owners. He wants to ensure that his clients have a comprehensive plan to address their entire retirement picture by emphasizing the importance of wealth accumulation, tax planning, estate planning, and risk management.

He holds the FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Adviser Representative. He is also insurance licensed in a number of states. Dean taught financial planning and investment classes for many years.

Dean Elliott is proud to have been recognized as a Winner’s Circle advisor for 2012—a distinction attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth recognizes Winner’s Circle advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Winner’s Circle advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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In addition, Dean is a recipient of the 2013 and 2014 FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. Less than 3 percent of wealth managers in Houston, Texas were named to the list*.

Personal
Dean and his wife, Kristen, live in Katy, Texas, and have been married since December 2001. They have five wonderful children: Clinton, Carter, Taylin, Taryn, and Teagan. In his free time, Dean enjoys spending time with his family and friends. His hobbies include fishing, hunting, long range shooting, and traveling.

Summit Club Dean Elliott is proud to have been recognized as a Summit Club advisor for 2015—a distinction that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA who helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations.  3,958 Houston wealth managers were considered for the award; 418 (11 percent of candidates) were named 2014 Five Star Wealth Managers.   (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Ben Murphy, CPA, PFS™

Financial Advisor

Professional
Ben Murphy was reared in Borden County, Texas, the oldest son of a ranching family. After graduating from Borden High School in 1980, he attended Texas Tech University where he obtained his bachelor of business administration degree in accounting.

Prior to joining Global Wealth Advisors, Ben spent more than 25 in the practice of public accounting. He was awarded his license as a certified public accountant (CPA) in 1986, and he received his designation as a Personal Financial Specialist (PFS) in 1999. He operated his own public accounting firm from 1989 through 2011 in Snyder, Texas. He remains a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.

In June 2011, Ben transitioned his accounting practice to the firm of Hoyle Partain and Company, LLC, so he could devote the necessary time to address the financial planning needs of his clients. In May 2014, he graduated from Texas Tech University with an MS in personal financial planning.

Through the years of public practice, Ben learned the importance of proper financial planning. Not just in the area of income tax planning, but in the other areas of retirement, insurance, asset management, and estate planning as well.

Ben joined Global Wealth Advisors in July 2014. He holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Advisor Representative.

Personal
Ben resides in Midland, Texas, where his daughter Macy attends Midland High School. In addition to his daughter, Ben has two sons. Wes, his wife Kim, and their daughter, Kyler, live in the Houston area. Brady and his fiancé Ashley live in Lubbock.

Ben continues to maintain ties to the family ranch, as he and his brother manage a beef cattle operation in Borden County.

Ben also enjoys following Texas Tech sporting events with his family.

Tiffany Chen

Client Relationship Manager

Tiffany began her career with Global Wealth Advisors in 2006 as the client relationship manager for the Dallas office. In 2011, she returned to the same role after a two-year move to California. She services client inquiries, processes new business, completes asset transfers, and provides ongoing support while delivering the highest level of service to our clients.

Tiffany is a graduate of the University of Texas at Dallas where she earned a BS in business administration. She lives in McKinney with her two rescue dogs, and, in her free time, she enjoys home decorating, yoga, and learning to cook. Tiffany is passionate about dog rescue, and she fosters and volunteers for DFW Rescue Me in Dallas.

Doris Lynch

Client Relationship Manager

Doris joined Global Wealth Advisors in September 2010 as client relationship manager for the Corsicana office. She brings to the team communication, organizational, and professional skills with a true desire to help others meet their financial goals. Doris works closely with Kris and Bryn to provide quality client service.

Doris has a background in banking, public relations, and sales management, serving as vice president of operations within the banking industry and as a national sales manager for a well-known home entertainment company. She enjoys time spent with family and friends and playing the piano, and she has a love of decorating. She and her husband, Ron, live in Corsicana, Texas, where they are very involved in supporting their two children and five grandchildren in their various activities.

Tammy Galvan

Director Of Marketing

Tammy joined the Global Wealth team in February 2015 as the director of marketing for the Angleton office. Tammy is a people person and enjoys working to ensure that clients and prospects have a unique and an exceptional client experience.

Tammy comes from a managerial background with 15 years of experience in sales, operations, and public relations. She loves the outdoors, sewing, motorcycle riding, and antique shopping. Tammy lives in West Columbia with her daughter and has a son at Texas State. She is on the board for the Ladies Association and spends the majority of her time supporting her daughter in her many activities.  

Nancy Key

Client Service Assistant

Nancy joined Global Wealth Advisors in January 2016 as client service assistant for the Angleton office. She brings to the team organizational, managerial, and professional skills from past employment. She loves having the opportunity to work closely with clients and looks forward to building long-term relationships. 

Nancy has a background in banking, office management, customer relations, and logistics. She recently “retired” from a long-term career as rental coordinator for a major equipment company. Nancy enjoys traveling, reading, and spending time with children and grandchildren. She resides in Lake Jackson, Texas.

 

Dot Boaz

Client Relationship Manager

Dot has been in the financial industry for 18 years. She has been semi-“retired” since April but still joins us one day a week working on special projects and reports. 

Dot graduated from the University of Houston with a bachelor of business administration. She worked in the accounting and management field for 18 years prior to transitioning into the world of finance. Dot brings years of experience and knowledge to our team. 

Dot lives in Angleton and has one son and three grandchildren. Her oldest grandson recently graduated from Texas State University with a degree in communication studies. Dot enjoys the grandchildren’s numerous activities, traveling, shopping, and her church.    

Pamela Engstrom

Director of Marketing

Prior to joining Global Wealth Advisors, Pamela worked in marketing for over eight years in fields such as semiconductors, cybersecurity and wellness. With focus on brand strategy and storytelling, the aspect she most enjoys about marketing is building relationships and trust.

Pamela graduated from Southern New Hampshire University with a BA in Communication, and is currently working on a MA in Communication, New Media and Marketing.

Originally from Detroit, Michigan, Pamela spent five years in San Diego before moving to Texas in 1991. She lives in Wylie with her husband and two sons who currently attend UT Dallas and UT Arlington, and shares her home with two rescued Bichon Frise dogs.  She enjoys gardening, art, hiking and bird watching, and is an active artist who draws and paints.