About Our Firm
At Texas Financial Advisors, we take a fresh approach to financial advice, helping you work toward your goals...together.
At Texas Financial Advisors, we have tailored our services to perfectly fit the financial needs of Texas residents. As a company within the Florida Financial Advisors (FFA) brand, we are a full-service, comprehensive financial and wealth management firm with a sharp focus on helping our clients realize their dreams. We adopt a personalized approach and partner with you to navigate your financial strategy.
For us, we must work with you to not only recognize your current financial situation but also foresee what the future might bring: private school, a boat, a vacation house, a business venture. We understand that planning for the future is all about the details, with a particular focus on your career as the most important cornerstone. We adopt a holistic approach and take your company's benefits package into account to ensure you are maximizing your financial future.
Our Mission
To help you reach your fullest potential
in both career and life.
Our commitment to you:
- Highest quality products and services to meet your needs
- Consistent and relevant communication
- Track your plans to achieve your goals
- state-of-the art technology solutions to track your progress and performance
We promise to offer you the very best in financial planning and outstanding customer service.
Our Leadership Team
Texas Financial Advisors (TFA) operates as part of the leading Florida Financial Advisors (FFA) Company. Being part of this extensive network allows us to leverage the shared knowledge and experience of hundreds of advisors across the country. This vast resource enables us to better understand and cater to the diverse financial needs of our clients in various regions.
Our team is a dedicated group of seasoned professionals committed to helping you pursue your dreams and ambitions. We genuinely care about understanding your unique journey, which enables us to craft a financial plan that truly aligns with your life path.
Jason Mickool, President
Jason, President of Florida Financial Advisors, is a seasoned industry expert with 30 years of experience in financial planning, particularly for high net worth individuals and business owners.
He launched his career at American Express Financial Advisors (now Ameriprise), where he demonstrated integrity and commitment, eventually rising to the role of Field Vice President. During his tenure, he earned multiple awards for his outstanding performance. While he thrived in his executive position, Jason's true passion has always been helping clients. After leaving American Express, he served as Managing Partner for New England Financial, where he led the country in growth while maintaining a strong focus on client service. He later joined McAdam as part of the Executive Team, continuing to deliver exceptional client care and strategic direction to a flourishing financial firm.
His experiences in Florida illuminated the unique financial needs of local residents, inspiring him to establish Florida Financial Advisors (FFA). This independent, product-neutral firm is dedicated to providing comprehensive financial planning tailored to those specific needs.
In his free time, Jason enjoys traveling, playing guitar, and spending quality time with his wife, Allyson.
Chad Stephens - Field Vice President, Austin
Chad Stephens is a driven and dedicated Financial Planner, committed to helping his clients achieve their financial goals with the right tools and knowledge. He values Faith, Family, Health, Leadership, and Independence, which guide his work every day.
Originally from Tulsa, Oklahoma, Chad pursued his academic and athletic career at the University of Arkansas. He started his financial journey as a Financial Advisor with Florida Financial Advisors in Jacksonville, Florida. Over the years, Chad gained extensive experience in the field, assisting clients from various industries, including small businesses, individuals, and families. He has held various leadership positions and advisory roles at the Jacksonville, FL branch location, where he has successfully helped clients with retirement planning, tax strategies, risk management, and insurance solutions.
Throughout his career, Chad has been passionate about addressing the gaps in the financial industry. He focuses on improving financial advisor training, providing unbiased advice, and implementing effective leadership systems for himself and his team. In pursuit of these goals, Chad has expanded the presence of Texas Financial Advisors in Austin, Texas. As a fully independent and product-agnostic firm, Texas Financial Advisors offers comprehensive advisor marketing and training, catering to the unique needs of families in Texas.
Outside of work, Chad is happily married to his wife, Jessica. He enjoys time with his friends, family, and their dog Ranger. Chad is a football enthusiast. He loves the Razorbacks and the 49ers. He also enjoys traveling and finding the best restaurants in town.
Matthew J. Falt – Field Vice President, Dallas
Matthew Falt is a distinguished financial planner renowned for his commitment to providing clients with unparalleled service. Hailing from Connecticut, he pursued an academic career at American University in Washington, DC. before embarking on a rewarding career as a financial advisor with Florida Financial Advisors in Tampa. Since he began his career, he has not only solidified his footing in the financial services industry but also been endowed with a wealth of expertise. This experience proves invaluable when assisting professionals across diverse sectors, such as tech, telecom, and real estate.
Over the years, Matthew's rise to various leadership roles within the firm has seen him guide clients with precision in areas of tax mitigation, risk management, and insurance solutions. His ability to understand and cater to specific client needs is underscored by his methodical approach and intrinsic values, which include family, faith, leadership, health, and loyalty.
Outside of his professional commitments, Matthew places immense value on personal time. He is passionate about traveling, exploring the outdoors, and discovering new culinary experiences. Weekends often find him immersed in football or cherishing moments with his family, Fiancé Taylor, and their beloved dog, Keppa.
Texas Financial Advisors (TFA) is a Florida Financial Advisors (FFA) Company. FFA is an independent financial advisory firm with a network of hundreds of advisors operating offices in Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Washington, DC.
Branch offices include: Atlanta, Austin, Charlotte, Charleston, Dallas, Jacksonville, Miami, Nashville, Orlando, Philadelphia/Tristate Area, Tampa (Headquarters) and Washington, DC.
