Registered Investment Advisor specializing in Model Portfolios

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AssetBuilder Team

Kennon
Scott
Bruce
Tony
Gary
Wesley
Ricky
Adam

Kennon Grose

President & CEO

Background

Kennon and Scott Burns founded AssetBuilder in August of 2006.

Kennon is a highly qualified executive manager with over 20 years of experience, working for several start-up companies and other notable industry leaders like Microsoft, American Airlines, Sybase and EDS.

As an entrepreneur, Kennon has worn many functional hats in the enterprise software and services business: Kennon started his career in 1985 with EDS then worked with companies such and American Airlines and Microsoft before becoming an entrepreneur. He has also served as General Partner for Gold Creek Capital, President & COO of GolfPort, Inc., President & CEO of VertaPort, Inc., and President of Optima Asset Management.

In August of 2006, Kennon joined forces with Scott to develop a registered investment advisory business deploying a website with trusted content, rich educational media, constructed portfolios and social computing functionality. They would use Scott’s ability to communicate with a broad audience, low-cost index funds, and create an efficient delivery system for the smaller investor who is usually beset by high expense vendors of dubious financial products.

Kennon currently resides in Frisco, TX with his wife and three kids. In his spare time, he enjoys spending time with his family, honing his piloting skills, playing paintball with his son, and playing golf.

Scott Burns

Chief Investment Strategist

Background

Scott Burns has covered the changing world of personal finance and investments for nearly 40 years. Today, he ranks as one of the five most widely read personal finance writers in the country.

Scott began his career as a newspaper columnist at the Boston Herald in 1977 where he was also the financial editor. Nationally syndicated in 1981 and now distributed by Universal Press, the column appears in newspapers from Boston to Seattle. In 1985 he joined the staff of the Dallas Morning News where his column quickly became one of the most widely read features in the paper. He left the Dallas Morning News in 2006 to become one of the founders of AssetBuilder and its Chief Investment Strategist.

Burns is a graduate of Massachusetts Institute of Technology (1962). He has written four books. The most recent titles are "The Coming Generational Storm" (MIT Press, 2004) and "Spend ‘til the End" (Simon & Schuster, 2008), both coauthored with Boston University economist Laurence J. Kotlikoff. His business experience includes working as a staffer for a major consulting company and service as a director and audit chairman of a NASDAQ listed manufacturing company. He and his wife divide their time between Dallas and Austin hill country.

Bruce Griffith

Executive Vice President

Background

Bruce’s entrepreneurial spirit, proven management expertise and natural leadership skills have been the driving force behind the success of all his business endeavors. After graduating from the University of Texas at Austin in 1984, Bruce co-founded a Macintosh service bureau called The Insight Connection. After serving four years as its vice president and technical chief, he left and formed a graphic design company, Kiesewetter & Griffith. His main duties involved business planning, financial management and account service. For 13 years Bruce was agency principal and co-founder of Griffith Phillips Creative. He grew the agency to one of the top 25 agencies in the Southwest before joining Eisenberg And Associates in 2004.

Bruce started with AssetBuilder in September 2006 with his main responsibilities in the management and growth of AssetBuilder’s marketing and branding. He now currently handles the daily operations of AssetBuilder and changes hats frequently.

Bruce lives in Plano, TX with his wife and two daughters. His spare time is taken up by coaching girls fastpitch softball.

Tony Scott

Executive Vice President - Technical Services

Background

Tony has more than twenty years of management and technology experience. Tony oversees all aspects of IT and associated operations.

Most recently he served as vice president of Technical Services of Xact Inc., a leading provider of litigation support services in the United States. At XACT Tony was responsible for leading the electronic data discovery operations and fulfillment services, as well as having lead the design and development efforts resulting in XACT’s proprietary electronic data discovery platform. Prior to XACT he served as vice president of Incentricity Inc., where he was responsible for management of technology development and support, leading to the successful launch of the Ideaworks product. In 1999 Tony joined Vertaport Inc. as CTO and executive VP, charting the direction of Vertaport's product development strategy.

From 1991 thru 1999 Tony served as a member of the Microsoft field-based technical management staff, as an architectural consultant within the Microsoft Industries Services Group. In this position, he worked with Fortune 500 and Global 1000 companies, designing, developing and managing solutions deployed by Microsoft's consulting organization, client and partner teams. This work occurred throughout North America, Mexico, Europe and Asia.

Earlier in his career, Tony held a variety of software development and information technology consulting positions with Sabre, a division of AMR, and Electronic Data Systems. Tony earned his bachelor's of science degree in computer science from Old Dominion University in Norfolk, Virginia.

Gary Brittain

Investment Advisor Representative

Background

As a Registered Investment Advisor Representative for AssetBuilder, Gary is responsible for establishing and managing client accounts.

Prior to coming on board with AssetBuilder, Gary spent most of his professional career in the United States Army. He joined the Army in 1995 as a Private First Class and subsequently competed for and won an Army Green to Gold Scholarship. Gary then spent two years in the Army ROTC program at University of Houston. Upon graduation from University of Houston with a BA in Spanish, he was commissioned as a 2nd Lieutenant in the US ARMY. During his time as an officer he was promoted to Captain and held various positions in leadership, administration and logistics.

Wesley Sisk

Investment Advisor Representative

Background

As a Registered Investment Advisor Representative for AssetBuilder, Wesley is responsible for establishing and managing client accounts, you should expect attention to detail and sincerity for client’s concerns, as his career has always centered on servicing customer needs. Wesley’s focus is on providing current and prospective clients with as much information as possible about AssetBuilder in order for them to make educated decisions.

Prior to AssetBuilder, Wesley’s professional background was in the Insurance Industry as both an adjuster and agent. "The opportunity at AssetBuilder was just too great to pass up, the mix of a great team, great product, and bright future was unbeatable." He graduated from the University of Texas at Arlington in 1994 with a BBA Finance, and held several certifications, designations and state licenses. Wesley is involved in small civic organizations, is active in his church, and enjoys the outdoors with his family.

Adam Morse

Investment Advisor Representative

Background

Adam is a Registered Investment Advisor Representative for AssetBuilder and is responsible for establishing and maintaining clients’ accounts.

Before joining the AssetBuilder team, Adam spent time in the mortgage and banking industry working as an account manager servicing credit unions across the country. He gained valuable experience in serving the needs of clients from diverse financial backgrounds. Adam gained part of his education at Texas A&M University in College Station, then transferred to Dallas Baptist University where he majored in finance.

Adam lives in Allen, TX with his wife and twin daughters. In his spare time, he enjoys participating in church activities and sports of any kind.

Ricky

Client Relations Manager

Background

As a Client Relations Manager with AssetBuilder you can expect great attention to detail and an extreme level of concern for each and every client.

With prior experience of more than 14 years in Business Development, Marketing, and Operations in the Dallas headquarters of CompuCom Systems, Ricky’s skills as a Sr. Manager, Sr. Business Development Manager and Corporate Facilities Manager uniquely qualify him for any “relationship” position. In recent years, his focus centered on contract management positions and IT recruiting work, he has versed himself in the investment world as a Client Relations Manager with a “portfolio” driven Investment Company, and now he’s looking forward to a great future with AssetBuilder.

Ricky has an undergraduate degree in Theology, and continues his love for both ministry involvement and music throughout his varied career. He lives in Plano and his wife Lenise, who teaches elementary music.

Kennon
Scott
Bruce
Tony
Gary
Wesley
Ricky
Adam