The Global Wealth Advisors Partners
With a long-term sustainable partnership, Global Wealth Advisors’ financial executives are poised for firm expansion.
Kris Maksimovich was born and raised in St. Louis, Missouri where he graduated from Oakville Sr. High School. Though calling the Dallas area home since 1999, he remains a die-hard St. Louis Cardinals fan. He and his wife currently live in Lewisville, Texas with their three sons. On weekends, they can be found boating in Cedar Creek Lake or at one of the boy’s many sporting events.
Kris formed Global Wealth Advisors in 2008 to meet independence from “in-house” products for his clients, who are typically seeking advanced solutions to complex financial situations. Whether a client’s goal is wealth preservation, asset protection, retirement income distribution, college education funding, business succession, estate planning, or a combination of these, Kris provides cutting-edge strategies using the firm’s proprietary 3P Approach© to planning.
Kris is an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor™, and Certified Retirement Counselor. He has also passed the CERTIFIED FINANCIAL PLANNER™ certification exam and holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®. He attended the Southwest Missouri State University Bachelor of Science in Finance program.
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 where he received an Honorable Discharge in 1994. After his service, he graduated from the University of Houston with a Bachelor of Science in Finance. In 1999, he was nominated for the Unsung Hero Award in Brazoria County.
Dean and his wife live in Katy, Texas, and have five wonderful children. In his free time, he enjoys spending time with his family and friends and hosts several get-togethers every year. His hobbies include fishing, hunting, long-range shooting, and traveling.
Dean began his independent financial practice in 1996 before joining Commonwealth Financial Network® in 2009. He has more than 20 years of professional experience and has taught financial planning and investment classes for many years. He is a Certified Plan Fiduciary Advisor® and holds the FINRA Series 7 and 63 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, as an Investment Adviser Representative. He also holds insurance licenses in multiple states.
Tom Kennedy was born and raised in Chatham, NJ where he graduated from Chatham High School. He then went on to graduate from the University of Colorado at Boulder with a Bachelor of Science in Finance. He has called Houston home since 2012 and like many other transplants, he came to Texas as soon as he could.
Tom joined Global Wealth Advisors in 2018 and became a managing partner in 2021. He serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He also serves as host of the Ask Tom Anything Facebook page, a GWA program that shares video updates, commentary on hot topics, and fields questions. He has been elected to the board of the nonprofit United Against Human Trafficking, and more recently was voted Vice-Chair. As a member, he will assist with business planning and fundraising, as well as provide trafficking survivors with the financial skills necessary to reduce the risk of revictimization.
Tom holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. He also holds FINRA Series 6, 7, 63, and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor. His area of focus is targeted fixed income, equities, real estate, and alternative investments.