Britton Gregory, CFP®
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.
And yes, I'm a nerd who loves playing video games with my kids on weekends!
It's pronounced like Shakira (the singer), but with an "h" instead of a "k". I'm not a great singer (yet!), but I am great at organization and efficiency.
I'm an operations specialist based out of Central Pennsylvania, and my experience as a financial paraplanner helps me to assist and guide clients with clear communication and efficient execution.
I hold a Bachelor of Business Degree from Florida Atlantic University (cum laude) majoring in finance and I have a background in teaching college-level statistics and calculus.
My primary responsibility at Seaborn Financial is to support Britton in all aspects of operations and client engagement. I am FINRA Series 65 Uniform Investment Adviser Law Exam licensed, and it is my dream to become a full-fledged financial advisor one day (beat that Shakira!)
I live in Central Pennsylvania with my husband and young child. And although she is too young to play, my daughter enjoys watching me kick my husband's behind in video games, as I too love geeking out on the weekends (almost as much as Britton).
Nick Parker, CFP®, MS
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 Shahirah 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.