Britton Gregory, CFP®
Principal
I'm a fee-only, fiduciary financial planner and investment manager in Austin, TX, and I specialize in working with tech professionals. I founded this firm in 2012, and was helping people with their finances for years before that.
I was an engineer for nearly twenty years, so I greatly prefer a research- and analysis-based approach to finance, rather than flashy salesmanship. More tax-efficient investing and research-proven factors of increased returns, and less market timing and hedge funds.
Also, I stand out at financial advisor conferences, because I rarely wear a suit. Why? Simply put, I don't wear a suit because I'm not a salesman.
(Trivia: look me up on IMDB, and ask me about it!)
Nick Parker, CFP®, MS, EA
Paraplanner
Completing Seaborn’s inadvertent coast-to-coast coverage, I am a fiduciary financial planner out of the Tri-Cities, Washington area. While not an engineer myself (high school geometry did me in there), as the son of one I grew up thinking that it was perfectly normal for people to be highly analytical, detail-oriented, continually tinkering, and always figuring out how things worked.
My academic background is in multiple disciplines of financial planning, as I earned a Master’s from Texas Tech’s top-tier Personal Financial Planning program and a bachelor’s degree in accounting from one of the University of Texas’s peers atop the discipline’s leaderboards. I previously worked for more ‘traditional’ financial planning firms, but once I discovered Seaborn Financial and their approach of flat fees and top-tier financial planning independent of investable assets, I knew I had found where I wanted to be.
My responsibilities are primarily centered on bringing the data you provide us to life by creating the blueprint upon which our recommendations are built upon. I also revise that blueprint as your life evolves and your objectives change--financial planning means continually evaluating new opportunities and seeing how they affect your ability to do the activities that give your life meaning. I love seeing the moment a planning concept clicks in a client’s mind and they understand exactly how an action today will pay off tenfold down the road.
I’m not nearly the video game fanatic that Britton and Dalia are, but I enjoy spending time with my wife and son, having multiple baseball games on TV all summer long, and nerding out on books, forums, and other mediums to discover financial planning strategies that help our clients live richly.
Dalia Rawandoozi, AAMS®
Operations Specialist
I’m Seaborn’s Operations Specialist based out of Texas. I hold a BA degree in Anthropology from Texas A&M University, and I also hold an AAS degree in Law. Before joining the Seaborn team, I worked in financial services, operations, and research settings. Working in those different settings has honed my analytical and organizational skills.
I’m naturally gifted at organization and productivity, so operations-related work is perfect for my skillset. A big priority of mine is to assist Britton and Nick with streamlining processes so Seaborn can provide the best comprehensive financial planning for our clients.
Like Britton, I believe my work speaks for itself and I’m not a salesman either, so I’m usually donning fun hair colors and tattoos.
Outside of work, I enjoy spending time with my family and my pets (I have three cats: Caesar, Porridge, and Bean, and one dog: Alder). I also love to sew, play videogames (My favorites are the Assassin’s Creed series, and all the Crash Bandicoot games), and watch TV shows and anime (My favorite anime is Detective Conan aka Case Closed).