Omar Khan
Financial Planner
Omar@Stonewaterplanning.com
My name is Omar Khan, and I was born and raised in the Metro Detroit area of Michigan. I am a seasoned financial planner with extensive experience gained through both prosperous and challenging times. I have a deep understanding of the financial landscape and a proven track record of helping clients navigate complex financial situations.
I earned my Bachelor of Science degree from Wayne State University in Detroit and my Master’s from Loyola University Chicago Quinlan School of Business. Before transitioning to the financial industry, I spent several years at Ford Motor Company, where I received several accolades, including Dealership Rep of the Year and Ford Motor Company Top Achiever. After leaving Ford, I dedicated myself to providing sound financial advice.
Specializing in investment planning, retirement strategies, tax optimization, and wealth management, I combine a thorough understanding of market dynamics with a client-centered approach. I am committed to creating customized financial plans that align with my clients' long-term goals and aspirations.
Growing up in Michigan, I developed a strong sense of community and a deep appreciation for the values of hard work and perseverance. These principles continue to guide my approach to financial advising, ensuring that each client receives personalized and thoughtful guidance. A significant part of my professional and personal journey was shaped during the 2008-2009 recession, a period that tested the resilience and adaptability of financial strategies. Michigan was hit particularly hard by the Great Recession, leaving many families in a state of financial insecurity.
My wife, Beenish, and I recently got married, and we reside in Celina, TX. Outside of my professional life, I enjoy swimming, going to Orangetheory Fitness, and watching Detroit sports, particularly the Detroit Red Wings and Detroit Lions.
Justin Miller, AAMS® , AIF®
Financial Planner
Justin@Stonewaterplanning.com
As a financial planner with Stonewater Financial Group, my focus is on developing financial plans for my clients, conducting investment research and managing portfolios. With nearly a decade of experience in the industry, my main motivation is in helping my clients identify and achieve their financial goals.
I studied business at the University of North Texas and achieved my Accredited Asset Management Specialist® certificate at the College for Financial Planning. My specialization in helping affluent high-income individuals and medical professionals. My passion for helping others stems from the 2008 market correction and the immense impact it had on my parents’ financial well-being.
In my day-to-day, I thoroughly enjoy developing deep relationships with my clients while using my analytical background to address their financial concerns. I listen carefully and take the time needed to thoroughly understand their goals and concerns.
My wife, Jessica, and I live in Euless, Texas. When I’m not in the office, I enjoy cycling, Muay Thai, and training for triathlons. On the weekends, you’ll find me playing electric guitar for my church worship band. I also take part in the Grapevine Chain Gang, which is a local cycling club that organizes group cycling events and supports new cyclists and charities.
Jodie West, CLTC®
Financial Planner
jodie@stonewaterplanning.com
Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. As part of the trusted financial Advisors in Dallas, Jodie uses her knowledge and expertise to assist clients through their journey in creating their financial strategies to improve their potential to accomplish their financial goals.
Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long‐term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She has earned the Certification in Long Term Care (CLTC) designation. Jodie is on the Leadership team for Women Helping Women 2 Network. Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years.
Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.
Evan Mayse, AIF®
Financial Planner
Evan@Stonewaterplanning.com
I bring over 12 years of experience to my position as a financial planner at Stonewater Financial. My goal here is to make a positive impact on clients by offering advice on all aspects of their financial picture.
My passion for financial planning started at a pretty young age. In high school, I would attend my mom’s meetings with her advisor. I enjoyed learning about the stock market and hearing the advice he gave my parents on their wealth. I knew fairly quickly that I wanted to be in a position someday that allowed me to have similar conversations with clients of my own.
I went on to earn my BBA in Finance and Entrepreneurship from the University of Oklahoma. During my time in college, I took a course on Value investing that really allowed me to explore the research and analysis side of investment performance. This is what solidified my passion for the markets.
Every client I work with has their own unique background and story to tell. I make it my job to uncover what matters most to them and give them peace of mind in knowing they’re making good financial decisions. This is done through comprehensive planning, thoughtful advice and clear communication.
I currently live in Dallas with my wife, Ashley and our dog, Remington. Our newest addition is expected to arrive in September, and we couldn’t be more excited. I enjoy staying active in my free time by attending a local Crossfit gym. I like to unwind and relax by reading, playing golf, trying new restaurants, listening to live music and traveling.
Cody Sutton
Financial Planner
Cody@Stonewaterplanning.com
My name is Cody, and I’m a financial planner and SpecialCare planner with over nine years of industry experience. In my position here, I work to create a better life for families and help them develop a lasting legacy. As part of the Dallas financial consultants for personalized planning, I provide tailored plans and one-on-one advising.
I earned my bachelor’s in investment finance from Texas Tech in 2014 and my ChSNC designation in 2018. My passion for the industry began with an internship during my time in college and continued through graduation as I began my own practice.
I grew up with a brother with special needs, which presented some unique challenges for my family. My parents worked with a financial planner who specialized in helping families like ours. I was inspired by the way he helped us implement strategies and develop a plan that protected our futures. When I started my own practice, I focused on taking a holistic approach to financial planning. Soon, I was able to dive into the complexities that come with special needs planning. I’m proud to use that experience and help families navigate these challenges today.
When working together, you’ll find that no question is off the table. I am fully committed to your plan and addressing every concern you have regarding your wealth. Growing your confidence and understanding is my top priority, and we’ll work closely together to make it happen.
I live in Colony, Texas with my wife, Sara, and our two children, Avery and Cooper. Family is the most important thing to me, and I strive every day to be the best husband and dad possible. My family and I enjoy getting outdoors as much as we can. At any given time, you’ll find us hiking, camping, playing sports or relaxing on the lake. I am also an active committee member for The Arc of Texas, an organization dedicated to advocating on behalf of those with intellectual and developmental disabilities.
Curtis Klieger,CEPA, AIF®, ChSNC®
Financial Planner
Curtis@Stonewaterplanning.com
Hi, I’m Curtis, a founding partner and planner here at Stonewater Financial. As one of the local financial planners in Dallas, TX, I’ve focused on helping folks like you create a clear roadmap and work toward their financial goals for over 11 years.
My passion for financial planning began during my time at the University of Oklahoma, where I worked at a small local bank. I soon understood the importance of holistic planning and got to work building my career and practice after graduation.
Every day when I come to work, I’m inspired by the impact that unbiased, strategic planning has on my clients’ lives. The concept of true, comprehensive financial planning is still fairly new, and it’s exciting to see how the industry continues to evolve to better address people’s needs.
When working together, I enjoy taking the complexities of a client’s financial life and creating clear, simple solutions or identifying potential areas of weakness. Like the rest of my team, I stick to providing guidance and recommendations based on academic research and tailor my solutions to meet each individual’s needs.
Professional Life: I’m a founding partner and financial planner at Stonewater Financial Group. Over the last 11 years I have worked closely with the other partners to build one of the most premier financial planning that is built off the core principle of being client centric. I’m specialized in working with families that have a I have a focus
Personal Life: While I’m a Cleveland native, I consider Dallas as home. I currently live in Princeton, Texas with my wife Paige and our three dogs, Olive, Stella and Lola. To unwind and relax, I enjoy golfing, spending time with friends and family or focusing on real estate development. In everything I do, it’s my goal to hold the door open for someone else and make an impact wherever I can.
Paige Rask
Digital Media Coordinator
Paige Rask is able to use the Retail Management degree she obtained from Texas Tech and experience as an Event planner to be the marketing coordinator for Financial Partners. She appreciates the importance of financial planning and insurance and puts her best effort into spreading that message to others. Paige hopes to continue to provide unique opportunities to clients and those interested in our services to learn more how Financial Partners can be a part of their future planning. Paige also takes pride in giving back to the local community both personally and with Financial Partners. In her time off she enjoys spending time with her husband, eating good food and traveling.
Patsy Shaver
Administrative Assistant
With 30 years of administrative experience, Patsy Shaver has wide variety of abilities. While attending college at Midwestern State University, she studied Accounting and Sociology. She went on to provide administrative duties for oil companies, realtors, dentists and military housing. Patsy now brings all of that experience with her to Financial Partners, and she is dedicated to providing all clients with top notch customer service. In her time away from the office, she enjoys time with her husband Brian and their two children, Erin and Phillip, whom they have successfully raised.
Tammie Muirhead
Executive Assistant/Office Manager
Tammie Muirhead began her career with Financial Partners along side Mike, in June of 1995. They have been a husband and wife team for 30 years and married 45 years.
Tammie serves as the office manager and executive assistant to Mike. She also handles new business, underwriting and service needs of their clients. The best aspect of her job is getting to know the clients and helping them make a difference in their lives now and in the future in addition to making a difference in the lives of their families for generations to come. Community involvement is of particular interest to Tammie and Financial Partners. She has coordinated sponsorship efforts for the WF Autism Awareness 5K, Alzheimer’s Association, Project Back to School, High Heels for Hot Meals, and Boy Scouts of America golf tournament, just to name a few. She appreciates the honor and privilege of serving our clients and the trust they place in Financial Partners.
When not working, Tammie enjoys time with her family- both daughters and two son-in-laws and four grandchildren. She enjoys traveling, being outdoors, baking, entertaining family and friends in their home, music, and movies.
Mike Muirhead, cfbs
Special Care Planner
mikemuirhead@financialguide.com
Mike's mission as a financial professional is to help every one of his clients lead a better, more secure financial life. Since June 1995, Mike has worked with families, business owners, physicians and other professionals, executives, retirees and pre-retirees on financial strategies to help them protect their income, provide for their employees and families, plan for a secure retirement, and leave the legacy they choose for their heirs and community.
Mike begins each new client relationship by conducting an thorough review of all his clients financial and legal documents to gain a complete understanding of each client's total financial picture. The planning tools he uses tests the outcome of each suggested scenario. He knows that no financial decision should be made in a vacuum because every decision can have a large effect on the client's financial future. Mike believes strongly in providing his clients with a financial education so they fully understand their options and can make educated decisions with complete knowledge of what actions they are taking and why these actions are appropriate for them. He always collaborates with the clients other advisors such as attorneys and CPAs to make sure that all recommendations fit together for the client's best interests.
Mike is a Special Care Planner capable of assisting families whose members have a physical, psychological or learning disability. Planning for these families is vitally important and requires the utilization of specific techniques, such as special needs trusts, so that public services are still available to the affected person. He has a thorough understanding of the financial aspects of working with special needs families, including Social Security integration. In addition, he can advise clients on the need for having a written life plan, which includes the discussion of guardianship and future living arrangements.
Mike is a Certified Family Business Specialist, receiving the designation in 2000 from the American College. This certification and training allows him to provide expertise to owners of family-owned businesses and closely-held corporations. Important issues like taxation, buy sell funding planning, business evaluation, key person, and exit strategy planning for owners are several of the areas on which Mike can advise his clients. He has many years of experience in estate and tax planning concepts, and the emotional dynamics of family businesses and generational succession planning.
Mike and his wife Tammie, who works side by side with him as his office manager, have been married since June 1980. Their favorite pastime is spending time with the family, which includes 2 daughters and sons-in-laws as well as their grandchildren. When there is free time, they enjoy travel, fine dining, and an occasional round of golf.
