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Scott Boyles, a Certified Financial Planner™ PROFESSIONAL, leads the Dallas office for Brightscape Investment Centers. Scott brings forward thinking planning and ideas to his clients. He assists clients with goal forming, life goal planning, debt management, and investment management. His skill set includes assisting startup owners in company structure, cash flow concerns, and business strategy.
Scott’s background includes corporate finance roles at Brickman Group and Centex Homes. After a couple of years his desire to utilize his expertise lead to him joining Brightscape Investment Centers.
A graduate of Southern Methodist University with a BBA in Finance, along with a Certificate of Entrepreneurship from SMU, he passionately follows college sports.
An entrepreneur himself, in 2008, he and his now wife Jana opened a boutique dedicated to the individual fashionable sports fan. The company expanded to multiple locations and even appeared on national news networks. They were invited to speak at conferences aimed at vendors and University Leaders on how to express individuality in a business.
In addition to his work and love of sports, Scott has served in multiple roles for Chamberlain Performing Arts, a non-profit dedicated to bringing performing arts to under served youth.
In his spare time, Jana and Scott take care of their dog Parker. However, it might be more likely that Parker takes care of them.
Scott is featured in the following:
Authority Magazine on The 5 things Retirees Wish They Were Told Before Retirement.
Thrive Global on Stay on Top of your Health
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Amanda Wray, Behavorial Financial Advisor, leads the Scottsdale, Arizona office for Brightscape Investment Centers. Amanda brings warmth and creativity to the financial planning process for her clients. She helps clients uncover their core values and attitudes towards money to help them make better financial decisions.
After spending a decade in corporate level marketing for Verizon and The Dallas Morning News, Amanda ventured out on her own to help individuals and small business owners navigate the ever-changing world of insurance and risk planning. She never looked back and her passion for planning quickly evolved to financial planning for those in or approaching retirement.
Amanda has a passion for working with clients who have reached a crossroads in their lives and need objective advice and an empathetic ear. She seeks to unlock the opportunities within your money path that speak to who you are, where you are at, where you want to - and realistically can - be.
While the focus of the practice is financial planning, the angle of attack is more holistic in approach. Amanda will take the time to understand your situation both on and off the spreadsheet. Complicated financial jargon does not live here (unless you want it to). A custom financial plan is the intended destination as no two journeys are exactly alike.
A graduate of the University of Texas with a BBA in Management and an emphasis in Entrepreneurial studies, Amanda prides herself as a 5th generation Native Texan although she now calls Arizona home.
When she’s not serving her clients or studying for her upcoming CFP Exam, Amanda enjoys playing golf, traveling, volunteering in her community of Fountain Hills, and spending time with friends and family. Amanda and her husband, Daniel, have two young daughters, Rylee and Ramsay, who consistently remind them of their superior intelligence.
Lindsey Swanson, a Certified Financial Planner™ PROFESSIONAL and Accredited Asset Management Professional, works from a rural agriculture community in Northern California. She is heavily involved in her community and primarily focuses on consulting with local business owners. Lindsey serves as treasurer on the board of the Shelter Cove Pioneers, a non-profit organization in the area, and routinely volunteers at her local library.
Lindsey comes to Brightscape with eight years of experience in finance. She is always pushing to learn the next new thing and can be consistently relied upon for a good book, podcast, or tv show recommendation.
Lindsey and her partner are the proud parents of three terribly behaved dogs: Joey, Lucy, and Pancho.
Jarvis Fullenwilder is a financial advisor working in the Virginia (Washington DC Metro Area) office for Brightscape Investment Centers. Jarvis works with clients to build and protect personal wealth, prepare for retirement with comprehensive planning and transitioning into retirement with income, tax and spending strategies. Prior to becoming a Brightscape financial advisor and personal wealth creator he worked as an Investment Analyst for Welch Hornsby and a Product Analyst for Invesco. In these roles, Jarvis assisted financial advisors and institutional sales teams in communicating investment strategies and macroeconomic investment themes to clients.
Mr. Fullenwilder holds both the Series 65 investment advisor license and the Series 7 stockbrokers license.
In his spare time, he enjoys reading and spending time with family and friends. He loves the beach and watching college and professional sports, including his Alma Mater University of Alabama and New England Patriots.
1 (305) 233-6222
Eric J. Weiss, a Certified Financial Planner™ PROFESSIONAL, is founder serves as Brightscape's Chief Executive Officer. Mr. Weiss' background and industry contacts expose him to the latest ideas in finance which he then formulates into customized strategies to benefit his clients. Mr. Weiss's investment experience ranges from managing hundreds of millions of dollars for institutional pension funds to smaller amounts for retired teachers. Prior to founding Brightscape he directed the business development activities of J. P. Morgan Chase's Global Asset Management and Private Bank Division in northern Latin America. Previously, Mr. Weiss was a senior executive at Citicorp's corporate finance group in New York and Latin America.
Mr. Weiss earned his M.B.A. in finance from the University of Chicago where he interned at the Center for Research in Security Prices (Chicago, IL) under the direction of Professor Myron Scholes, a Nobel Prize recipient for his work in option pricing. Prior to his studies at Chicago, Mr. Weiss earned an M.A. in economics from Columbia University where he wrote his thesis under the direction of Robert Mundell, also a Nobel Prize recipient for his work in international monetary economics.
Mr. Weiss holds the Certified Financial Planner™ designation, a Series 65 investment advisor license and is a member of The National Association of Personal Financial Advisors (NAPFA). Eric has been named one of "America's Top Financial Planners" by the Consumer's Research Council of America.
In his spare time, he enjoys bicycling, gardening, college football/basketball and hanging out with his mini-dachshund Reece. Eric's recent book "Becoming Financially Literate: The Basics You Never Learned in High School" explains the financial principles you need to know and prosper.
Kenneth R. Turner Jr. is a Certified Financial Planner™ PROFESSIONAL and leads the Virginia (Washington DC Metro Area) office for Brightscape Investment Centers. Ken brings innovative investment strategies to take advantage of perceived value in the US and Global Markets. Ken also works with clients to build and protect personal wealth, prepare for retirement with comprehensive planning and transitioning into retirement with income, tax and spending strategies.Prior to becoming a Brightscape financial advisor and personal wealth creator he worked as a Senior Systems Analyst for MCI and Accenture developing complex financial computer software. Ken also worked for Deloitte as a Lead Business Financial Manager.
Mr. Turner holds the Certified Financial Planner™ designation, a Series 65 investment advisor license and has been named one of "America's Top Financial Planners" by the Consumer's Research Council of America.
In his spare time, he enjoys reading and spending time with family and friends. He also loves the beach and baseball. Ken still plays ball as a player/coach for a local team sponsored by Brightscape.