ABOUT US

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


MIKE LANESE, MBA

PORTFOLIO MANAGER


BRADEN SCHAFFNER

FINANCIAL ADVISOR


MICHAEL BAER

FINANCIAL ADVISOR


GABRIELLE KRYL0VA

CLIENT RELATIONSHIP MANAGER


Kelsey Duncan

EXECUTIVE ASSISTANT


TREY TALLEY

ASSISTANT PORTFOLIO MANAGER


TAYLOR HUCKABY

DIRECTOR OF FIRST IMPRESSIONS/OFFICE COORDINATOR