Jordan Gary, CFP®, is the President and founder of Investment and Asset Planning, LLC.

Jordan is a Certified Financial Planner ® professional, a professional certification awarded by the CFP Board for advanced education in the financial services industry and is a member of the Financial Planning Association.

He has been a financial planner and investment advisor for 20 years and a CFP® professional for 17 years.

Jordan is also a member of Kingdom Advisors and is a Qualified Kindgom Advisor since 2005. This select group is for committed Christian Financial Planners who have met high standards in training, integrity, character, and competence. Jordan impliments and teaches Bibical wisdom in his advice and counsel.

• He earned a Bachelors of Science degree in Aerospace Engineering at Texas A&M University at College Station, Texas, in 1971.
• He has a Masters of Theology degree from Southern Methodist University at Dallas, Texas, in 1975.
• He's completed courses to become a CERTIFIED FINANCIAL PLANNER ® professional, from the College for Financial Planning, Professional Education Program, Denver, Colorado, in 1991.
• For 8 years hewass a part-time pastor for a small Christian Church in North Texas. Prior to becoming a financial planner he was a full time pastor in the United Methodist Church.

William Niles is a Vice President and Treasurer of our firm and is part of the financial planning team.

Bill became a Certified Public Accountant, State of Texas, in 1982 His other education and such is: Master of Business Administration, 1977, Southern Methodist University, Dallas, Texas; Bachelor of Science in Electrical Engineering, 1969, University of Texas, Austin, Texas; Bachelor of Arts (Mathematics), 1969, Southwestern University, Georgetown, Texas. Although Investment and Asset Planning, LLC is not a CPA firm, Mr. Niles provides accounting services to clients of Investment and Asset Planning through his accounting firm of Niles and Company, Certified Public Accountants, of which he is the managing partner. Mr. Niles has been in the client practice of public accountancy in the North Texas area through the firm of Niles and Company since 1984. Prior to practicing accounting, Mr. Niles was an Electrical Engineer in the employ of Texas Instruments, Inc. in Dallas, Texas. Mr. Niles is also employed by the Wichita Falls Symphony Orchestra as a string bass player. Bill is married and has two children. Mr. Niles did research on the problems associated with entrepreneurial endeavors as part of his masters work at SMU. He did postgraduate studies in the area of automation of accounting systems at the University of Texas at Dallas. He is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. He had an article published in the American Institute of CPA's "Journal of Accountancy" and served on the AICPA's Subcommittee on Computer Applications. He served on the Texas Society of CPAs Strategic Planning Committee and on their Management Information Systems Committee.


Russell Johnson, attorney is the Counsel to our firm.

He is a graduate of Princeton University (B.A., 1969) and the University of Texas School of Law (J.D., 1972). Mr. Johnson has practiced law in Dallas since l972 representing numerous individuals and significant corporations in the areas of income and estate tax planning, business structuring, deferred compensation planning (including pension plans, profit sharing plans and employee stock ownership plans), real estate acquisition and development. Since 1988 Mr. Johnson has limited his law practice to estate planning and asset protection. He is a member of the Texas Bar Association, Estate Planning and Probate Section and a member of the Dallas Estate Planning Council. Mr. Johnson is a founder and former director of First Benefit Trust Company of Texas. From l984 to 1989, he was a member of the Advisory Board of Directors of First Interstate Bank of Dallas (formerly Allied Bank of Dallas). Mr. Johnson and his wife, Lisa, are active in community affairs. He has served as President of the Tom Hughes Foundation; a member of the Executive Committee of the Board of Directors of the Dallas Summer Musicals; President of Swiss Avenue Counseling Center; Chairman of the Board of My Guardian Angel; and Program Chairman for Troop 82, Boy Scouts of America. Mr. Johnson is an Elder of Park Cities Presbyterian Church (PCA) and a member of the Board of Trustees of Westminster Theological Seminary. They have two sons, Russ (a Dallas businessman) and Ryan (a Junior at Vanderbilt University).


Oscar Jackson III joined our firm in December 2002. For the prior 7 years he was an investment advisor with Morgan Stanley Dean Witter in Wichita Falls. Prior to that he ran a family oil business in Seymour for many years.

Oscar Graduated from Texas A&M with a degree in Math and Physics and did graduate work there in Computer Science.

He is currently taking the college courses to become a Certified Financial Planner. He hoped to graduate and pass his comprehensive exam soon.


Gena Lohoefer is our Office Manager and Compliance Administrator. Bringing more than twenty years secretarial experience with her, Gena joined Jordan Gary & Associates in January, 1998. Prior to working with Jordan, she was a stay-at-home, "soccer mom" of two sons.

After attending Abilene Christian College, Gena began her secretarial career employed by Schlumberger Well Services, in Abilene, Texas. She was with them for five years. She worked with Texas Pacific Oil Company for two years.

Her family then relocated to Wichita Falls, in the spring of 1981. In 1986 she was employed by CPS Systems, Inc. in the Accounting Department. She remained with them for five years before "retiring" to take care of her sons.


Sarah Berend Eads recently joined our firm in June 2007 as an assistant financial planner. She is a graduate of Texas Tech University where she majored in Personal Financial Planning. While there she participated in Red to Black, the student organization helping students with financial education.

Sarah was born and raised in Wichita Falls where she attended Notre Dame. She is married and has four children.

The CFP Board allows only those that complete the CFP® certification process (which includes demanding education, examination, experience and ethical requirements) to display the Certified Financial Planner™ (CFP®) marks. Sarh has fulfilled the educational requirement.)