Financial Wellness

Jeffrey is a CERTIFIED FINANCIAL PLANNER® professional who specializes in assisting individuals approaching or currently in retirement. He builds comprehensive retirement plans coordinating investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning. His approach is grounded in the CFP® Board’s standards for education, experience, and ethics. Jeffrey completed his CFP® coursework at James Madison University and earned a B.S. in Engineering from Virginia Tech. He remains committed to ongoing education to ensure his recommendations align with current industry practices. When not working with clients, he enjoys spending time with family, being outdoors, and engaging in technical projects that draw on his engineering roots.

Surya supports clients at Farther in achieving their financial goals with efficiency and care. She previously spent five years in the title and escrow industry, helping clients navigate the home-closing process with ease and confidence. Her dedication to client satisfaction has always been a top priority, ensuring that every individual enjoys a seamless and memorable experience. Based in Dallas, TX, Surya enjoys spending her free time with friends and family, practicing Pilates, and exploring the city’s many iced coffee spots.

With two decades of client-facing experience, including seven years in the financial industry, Margaret is committed to building strong relationships and delivering exceptional client service.

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Prior to joining Farther, Margaret spent 4.5 years working with high-net-worth clients at TD Ameritrade and Schwab. She is currently pursuing a degree in Finance at Franklin University.

Bringing a strong background in wealth management and financial planning, Stacey is a key member of the Financial Planning team at Farther. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Enrolled Agent, she partners with individuals, families, and business owners to create personalized financial plans that serve as a roadmap for their unique goals and life stages.

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Taking a holistic approach, Stacey focuses on tax efficiencies that go beyond traditional investment management. Her ultimate goal is to deliver clarity, confidence, and peace of mind by empowering clients to make informed decisions.

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Born in East Texas, Stacey is a longtime resident of the Dallas/Fort Worth metroplex, living there with her husband and daughter. She holds an MBA from the University of Texas at Dallas. In her free time, she enjoys trying new restaurants and gardening.

Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests. She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.

As the Director of Investment Strategy at Farther, Alex leads a team of professionals in creating and implementing investment strategies and products that align with clients' goals and objectives. With over 10 years of experience in portfolio management and investment analysis, he has a proven track record of delivering consistent returns and managing complex investment portfolios as a Chief Investment Officer and Due-Diligence Officer.

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His expertise spans across various asset classes, including stocks, bonds, and alternative investments. Passionate about staying current on market trends and regulatory changes, Alex leverages his deep knowledge to provide informed investment advice to advisors and clients alike.

With more than two decades of experience across prominent East Coast investment firms, Vinit Madan brings deep expertise in portfolio management, asset allocation, and risk control. He began his investment career at Gabelli Asset Management (GAMCO) as an equity trader for Mario Gabelli’s mutual funds, where his early exposure to disciplined investing sparked a lasting interest in building thoughtful, well-balanced portfolios.

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After earning his MBA from Vanderbilt University with dual concentrations in Finance and Accounting, Vinit joined Ospraie Fund Management, a leading commodity-based hedge fund, as an analyst. He went on to serve as a portfolio manager at both GAMCO and Noble Partners, a Boston-based hedge fund, before joining Morgan Stanley as a portfolio manager from 2016 to 2019. Most recently, he served as Director of Investments at Prime Capital Financial from 2020 to 2025 before joining Farther.

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Throughout his career, Vinit has maintained a guiding belief that successful investing is a continuous process of learning, adaptation, and intellectual curiosity.

Dr. Daniel Gilham is Managing Director of Advisor Strategy at Farther, an Inc. 5000 fastest-growing financial firm. With nearly two decades of experience, he helps business owners and high-net-worth clients achieve clarity through goals-based planning. He leads product innovation and strategy, blending technology with human expertise.

He is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor. A 40 Under 40 honoree, his insights appear in USA Today, Bloomberg, and The Wall Street Journal. He also serves on the GrowFL and University of North Florida Economics Advisory Boards.

Dr. Gilham lives in Atlantic Beach, Florida, with his wife and two children, enjoying mountain climbing and the outdoors.