Global Wealth Advisors Partners
With a long-term sustainable partnership, Global Wealth Advisors financial executives are poised for expansion. Here are their bios:
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 boys many sporting events.
Kris formed Global Wealth Advisors (GWA) 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.
Prior to GWA he provided retirement income and estate planning at Lincoln Financial Advisors and financial planning at American Express Financial Advisors, where he was awarded the National New Advisor of the Year Award.
Kris is a Chartered Retirement Planning Counselor™ and Certified Retirement Counselor. He has also passed the CERTIFIED FINANCIAL PLANNER™ certification exam and is an Accredited Investment Fiduciary®. He has FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network® and is also a graduate of Southwest Missouri State University with a Bachelor of Science in Finance.
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, Dean 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, Dean 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 and comprehensive financial practice with LPL Financial 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 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. He joined Global Wealth Advisors in 2018 and serves as our host of Your Money Momentum podcast which airs every other Friday.
Tom grew up playing ice hockey and has 3 younger brothers who all played, one of which is in the NHL. His hobbies include hockey, golf, CrossFit, running, trying new restaurants in town and traveling. He currently resides in Downtown Houston.
Tom started his finance career in 2007 at AXA Distributors where he was responsible for helping advisors guide and educate their clients in retirement income through different strategies, such as variable and fixed annuities. He then went on to PGIM Investments where he spent his time building investment portfolios made up of stocks, bonds, mutual funds, and SMA’s. He 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.