ABOUT US

MEET THE TEAM

Our goal is to accelerate your
financial independence.

Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services. You’ve worked hard to become successful. We understand the importance of protecting and building on your success, and we are constantly working to exceed industry standards by putting the interests of our clients first. Your goal-based financial plan is crafted to combine tax-saving strategies with smart investments. Our comprehensive approach can help our clients take better control of their financial destiny. We’ve created these methodologies based on our understanding of the unique issues and challenges you face as an investor.

For more information about our firm, please contact our office at 972.852.4800

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Mitch Kramer, CFP®, MBA
Founder and CEO

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Melissa Van Sant
Client Relationship Manager

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Christina Zook
Executive Assistant

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Mike Lanese, MBA
Portfolio Manager Assistant

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Tabitha Garreffa, MBA
Client Relationship Manager

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Sophea Soeung
Administrative Assistant

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Adrianne Boyd
Office Manager

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