WHO WE ARE
John Gesek — Founder & Financial Advisor
John Gesek founded Optimus Capital Advisors in 2008 with the desire to serve a limited number of clients with a very personal level of service. This is highlighted by the high level of attention and responsiveness expected from everyone associated with the firm.
Prior to starting Optimus Capital Advisors, John was a partner at McKeelGesek Financial Advisory Services and began working at its predecessor, SAA Financial.
Before beginning his career in financial services, John was drafted by the Raiders and played ten years in the NFL and is best known for his time as a member of the Dallas Cowboys' offensive line, winning Super Bowls XXVII and XXVIII.
John attended California State University - Sacramento, where he was an All-Conference member of the football team, Hall of Fame inductee, and has received the Alumni Distinguished Service Award. John has participated in Harvard University's program on Behavioral Finance and Investing and the Investment Management and Portfolio Strategies program at the University of Pennsylvania's Wharton Business School. John and his wife Gina met in college and have four grown children and one grandchild. In his free time John enjoys reading, hunting birds, golf, landscaping and still begrudgingly works out.
Jack Luna — Financial Advisor
Jack Luna broke into the business in 2002 with the Wealth Management Group at Merrill Lynch in Dallas, Texas. He was recruited away and worked at Morgan Stanley before making the move to independence and joining Optimus Capital Advisors in 2009. He is known for his personal approach, outspokenness and close attention to his clients needs.
He plays a vital role as a member of the investment management team in charge of trading technology and portfolio implementation. His attention to detail is key to making sure portfolio’s are accurately and efficiently managed.
Jack is a native Texan and graduated from Oklahoma City University, where he was an All-Conference midfielder on the soccer team. Jack and his wife Marilee have been married since college and have three adult children and a grandchild. He is an active runner, completing marathons in the U.S.A and Ireland, enjoys hunting, works out regularly and is continually seeking to improve his dreadful golf game (to no avail). Ask him about his classic Jeep or his granddaughter and he won’t stop talking about them!
Kim Morris — Client Relations & Administration
Kim joined Optimus Capital Advisors in 2017 to oversee client service and assist with business operations. She is responsible for coordinating client service requests and administrative record keeping. Kim is a valuable member of our team and keeps everything running efficiently.
She grew up in the Dallas area and attended the University of North Texas. Kim is a certified scuba diver and enjoys being underwater every chance she gets, especially with her son who is a dive instructor. She also serves as a youth mentor at a local middle school, volunteers at her church, and has two grown children she enjoys spending time with.
At Optimus Capital Advisors, we are proud to partner with respected individuals, organizations and thought leaders in the financial services industry. We share the same end goal: to give our clients honest and reliable service so they can focus on what’s important to them.
BRODY ROSENFELD CPA, CFP® — Financial Planner & Founder @ Foundation Financial Planning
Brody is responsible for acting as the firm’s chief paraplanner, where he helps create customized, comprehensive financial and retirement plans. He received a B.S in Accounting, and a minor in Economics with Magna Cum Laude honors from Arcadia University. In addition, he spent a semester abroad in the United Kingdom at The University of Cambridge, where he studied Finance & European History. In previous positions, he has worked in public accounting. He has successfully completed the Certified Public Accountant (CPA) and the Certified Financial Planner (CFP®) Examinations.
In his spare time Brody enjoys competitive axe throwing, brewing lager beer, learning about history, hiking, biking, and baking bread. Brody volunteers his time every week to pick up litter in his local community and formed a local trash team.
Gregory M. Ward - Life & Health Insurance Specialist @ Alliance Benefit Services
Gregory M. Ward is a valuable resource who is dedicated to helping business owners design and procure their group health insurance plans. Greg is also skilled at assisting individuals to navigate the Medicare program to achieve the best possible outcome.
Greg is the founder of Alliance Benefit Services and he holds a Degree in Business Administration from Louisiana Tech University. He is a member of the National Association of Insurance and Financial Advisors, The National Association of Health Underwriters, and the Association of health Insurance Agents. He has also served on the Board of Directors of the local NAIFA Chapter.
Greg is married with two grown children and four grandchildren. They have resided in the Dallas area since 1985. Greg is the past President of the Prestonwood Rotary Club and is an active member of his church and continues to serve numerous community organizations in his free time. Greg is a car aficionado and has an affection for German automobiles.
Dimensional Fund Advisors
The investment principles on which we base our portfolio modeling came originally from the world of academia, not Wall Street. These principles have been articulated and developed by Dimensional Fund Advisors. As one of the largest investment managers, Dimensional has $677 billion in firm wide assets under management as of December 31, 2023, they provide us with vital, ongoing information and support to help us deliver sound, informed decisions.
Dimensional Origins
Overview of Dimensional