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 income generating 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

MITCH KRAMER, CFP®, MBA

FOUNDER AND CEO


MICHAEL BAER, CFP®

DIRECTOR OF OPERATIONS/FINANCIAL ADVISOR


TREY TALLEY, CMT

SENIOR PORTFOLIO MANAGER


TAYLOR HUCKABY

OFFICE COORDINATOR


SIE MASOTSHA

DIRECTOR OF FIRST IMPRESSIONS/OFFICE ASSISTANT


NIK POTAPOV

ASSISTANT PORTFOLIO MANAGER


DILLON KANHALIKHAM

CLIENT RELATIONSHIP MANAGER