Glen Smith, CFP^®, CRPC^®
GDS Wealth Management

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!

Victoria Geiger, CFP^®
Financial Planner
Victoria is one of our Financial Planners and has been working in the financial industry for several years. She is dedicated to helping clients secure their financial future and works diligently with them to make sure their financial plan is a good fit. Working closely with clients is Victoria's favorite part of her job. She always has a smile on her face and a service-oriented demeanor. Victoria is committed to building lasting relationships with our clients, and is involved in every step of their wealth management plans. If you have any questions, Victoria is here to help you - she is incredibly knowledgeable, and strives to ensure that the clients' needs are met and their questions are answered. Originally from Woodstock, Georgia, Victoria received her degree in Finance from Louisiana State University. She currently lives in The Colony with her husband, Chris, and her dog Max, a Shih Tzu-Yorkie mix. When she is not working, Victoria enjoys spending her free time cooking her grandmother's recipes. She loves all kinds of southern cooking - if you have any great recipes to share, be sure to pass them along! She also likes to travel, run with Max, and play pickup basketball games.

Jordan Kast, CFP^®
Financial Planner
Jordan has been playing the guitar since he was eight years old, and he has been involved with music - both playing and listening - for the majority of his life. As talented as he is musically, his talents as a financial planner are equally impressive. He will work closely with you to compose the perfect plan that hits all the right notes. Jordan is a CERTIFIED FINANCIAL PLANNER^™ with GDS Wealth Management, and has nearly a decade of experience with financial planning. He is dedicated to managing and preserving wealth for you and your family and strives to ensure that you are able to meet the goals you set for your financial future. Jordan works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more. When choosing a financial planner, it is important to select someone you can trust and build connections with. Jordan recognizes the value in this, and wants clients and potential clients to know that they are not simply a number on a screen to the GDS Wealth Management team. Rather than being driven by sales or numbers, Jordan and the GDS team instead establish meaningful relationships with clients to better be able to serve them and their needs.

Daniel Amador, CFP^®
Financial Planner
Daniel, one of our experienced Financial Planners, graduated from Texas Tech University with a degree in Economics. He has obtained the prestigious CERTIFIED FINANCIAL PLANNER^™ designation and has worked in the wealth management industry for several years. Daniel recognizes that the process of financial planning does not come easily to everyone. He understands unexpected costs of living and a lack of planned savings can result in a great deal of stress, and he is here to help alleviate those concerns. Daniel is passionate about helping other people meet their financial goals, have confidence in their financial plans, and achieve the lifestyle they desire. With the support of the GDS team, Daniel works closely with clients to craft personalized financial plans that line up with the financial future of their dreams. He is a strong believer in the importance of establishing trusting, open relationships with clients, and he dedicates the time to truly get to know each individual client and their needs.