Pragmatic Wealth Planning at Farther

Herbert has over a decade of experience providing financial guidance to individuals, families, and institutions. He focuses on advising tech and healthcare professionals, executives, and business owners. His areas of expertise include investing for income and growth, tax and estate planning, retirement strategies, equity compensation, and wealth accumulation. Herbert earned a BS in Business Administration - Accounting from Framingham State University and a Financial Planning Certification from Bryant University. He prioritizes collaborative client relationships to deliver tailored solutions for complex financial landscapes. Outside of his professional work, he stays active and enjoys traveling.

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.

Jensen has worked in financial services for six years. In that time, she’s developed a deep appreciation for how dynamic planning can be. No two clients are exactly alike, which brings exciting challenges with every new plan. After graduating from the University of Washington, Jensen began working at Equitable Advisors where she got licensed to sell securities and insurance. Amid cold-calling friends, family, and strangers, she realized that planning felt more rewarding than selling. With that in mind, she ventured out into the financial planning sector.

Since joining Farther a year ago, she’s passed the Certified Financial Planner (CFP®) Board exam. Outside of work, Jensen values health and wellness. This includes working out, yoga, face & hair masks, meeting people (in a city that still feels new), and traveling. She also has a kitty named Jangle who is the center of her universe.

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Richard Sun joined Farther as a Paraplanner in early 2025, drawn to the firm’s innovative culture and transformative vision. In this role, he takes pride in empowering advisors and helping clients realize their long-term goals. Richard builds on a strong professional foundation, including three years of client service and operations experience at Fisher Investments, alongside an invaluable early internship on the commercial real estate team at Fortress Investment Group.

Originally raised in Michigan, Richard now proudly considers himself a lifelong Texan. Family is central to his life, and he regularly bonds with his two siblings through competitive weekend pickleball and badminton matches. Off the court, Richard dives deep into the financial markets, actively researching individual stocks and sectors to analyze global shifts and anticipate where the future is heading.

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.

Aaron is a financial advisor with over 15 years of experience helping organizations achieve long-term financial stability and mission-driven success. He specializes in strategic financial planning, investment guidance, and fiduciary stewardship to help clients maximize their impact.

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Bringing a unique perspective to nonprofit leadership and governance, Aaron is a licensed attorney in Florida and New York. He actively supports philanthropic strategy as Chairman of SEHEI, a 501(c)(3) shared housing initiative, and as a board member of the Planned Giving Council of Northeast Florida.

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Beyond his advisory work, Aaron is a successful entrepreneur. He co-founded ClickPay, scaling it into the real estate industry's largest payment processor before its acquisition by RealPage in 2019. His firsthand experience building and navigating complex financial landscapes provides invaluable insight to the organizations he serves.

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.

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.