Sean Britt, CFP®
Sean joined the financial services industry in 2012 at Fidelity Investments and then
joined Merrill Lynch in 2015 where he served individuals, their families, and their
businesses by crafting personalized plans tailored to their goals. In 2019, Sean moved
to J.P. Morgan Chase as a Goals-Based Specialist where he works with advisors internally
on how to have meaningful conversations with clients through Goals-Based Advice and
how to illustrate advice with the Goals-Based Analysis.
Sean holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified
Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations
as well as his Texas life, health and variable annuity insurance licenses. He is a
graduate of Midwestern State University, with a BBA degree in Finance.
Sean is a native Texan, who, in his spare time, enjoys traveling with his fiancé, Kati. They are getting married in Jamaica in 2019. In addition to traveling, they
enjoy spending time with family and their 3 pets.
Sean is an adjunct faculty member at the University of Dallas and a member of FPA
Bryan Carlson, CFP®
Bryan Carlson has over 16 years in the financial services industry. Currently Bryan
works maintaining a book of high net worth client relationships. Bryan's primary focus
includes specializing in managed accounts, while supporting his clients on various
financial planning topics including retirement, estate and tax planning.
Bryan Carlson earned his BBA in Finance from Texas A&M University in May 2000, and
a MBA in Financial Services from the University of Dallas in December 2008. He currently
holds the FINRA 7, 63, 66 and Texas Life & Health licenses in addition to obtaining
the CERTIFIED FINANCIAL PLANNER™ certification in 2016.
Bryan is an adjunct faculty member at the University of Dallas and a member of FPA
Rodney Jarrell, CPA, CFP®, IAR
Rodney Jarrell, CPA, CFP®, IAR is a CERTIFIED FINANCIAL PLANNER™ professional with Lakeview Financial Solutions and
has been a Certified Public Accountant since 1981. After spending many years in the
financial industry where he helped hundreds of people with their life plan, he moved
into the retirement and college planning industry. Rodney became interested in retirement
planning when more and more of his college planning clients started asking for help
with their retirement plans. With diligent analysis and research he has helped many
families navigate their way through the minefield of retirement planning.
Rodney Jarrell has both a Bachelor’s degree and a Master of Business Administration
(MBA) degree from Baylor University in Waco, Texas. He has been married to his wife
Janice for 42 years and has two children and one grandson. His daughter Kirsten is
a Doctor of Audiology in Rowlett and his son Mark is an Integration Architect in Austin.
Rodney is an adjunct faculty member at the University of Dallas and an FPA member
of Dallas/Fort Worth.
Stephen Stetz, CFP®
Steve was born in Kansas and lived in Oklahoma before moving to Texas in 1992. He
has worked for a leading financial services firm since 2011 where his goal is to empower
and educate his clients. His current role focuses on fee based discretionary managed
accounts. He partners with clients each day to help them determine an appropriate
asset allocation for their investment portfolios, as well as create and sustain successful
financial plans. Throughout his career in financial services, he has been consistently
recognized for his performance and leadership. He has also served as a mentor to newer
representatives where he helped his peers succeed in their role and increase their
knowledge of the financial markets.
Steve became a CFP® professional in July 2014. Along with his certification he also
holds the FINRA 7, 63, Texas Life & Health, and Texas Property & Casualty insurance
licenses. He received a B.B.A. in Management in 2005 from Texas Tech University. After
working for 3 years, he went back to attend graduate school in August of 2008 where he received an MBA and a Master of Science in Personal Financial Planning graduating
in December 2010.
He and his wife, Allison, have been married since 2007 and have 2 amazing sons, Mason
and Jackson. Outside of work, Steve enjoys spending time with his family and attending
their children’s many activities including baseball, soccer, and Cub Scouts.
Steve is an adjunct faculty member at the University of Dallas and teaches Live Review
classes around the US. Steve is a member of FPA Dallas/Fort Worth.
Brandon Truitt, CFP®
Brandon worked at Fidelity Investments for 14 years in a variety of leadership roles
focusing on workplace benefits and financial plan delivery. During his tenure there
he helped launch their executive compensation group, workplace guidance department,
and was in charge of operational execution for over 300 financial planning professionals.
These teams address a myriad of investment issues specializing in employee benefits
like DC plans, DB plans, investing products, accounts, and services. In addition to
the CFP® designation, Brandon also holds the MPAS® and CRPC® designations.
Brandon currently teaches in Dallas, but grew up in Austin, Texas. He attended McNeil
High School as was recognized as a National Merit Scholar, National AP Scholar, and
graduated top ten in his class. He earned his undergraduate degree studying English
and Philosophy from Texas A&M University. There, he was recognized as a University
Scholar and Lechner Scholar by the honor's department. Brandon also holds a Master's
of Science in Personal Financial Planning and is currently working towards his FP&A™
designation specializing in corporate financial planning.
In his spare time Brandon is a member of the Dallas Fort Worth FPA® chapter and likes
to read, write, play tennis, and work on home improvement projects. He currently teaches
live review classes and offers tutoring.
Brandon is an adjunct faculty member at the University of Dallas and teaches Live
Review classes around the US. Brandon is a member of FPA Dallas/Fort Worth.