Meet the NetAdvizor Wealth Team
NetAdvizor Wealth is built on decades of combined experience serving individuals, high-net-worth families, professional athletes, business owners, and family office households. Our team blends technical expertise with real-world perspective and a deep commitment to behavioral and relational work.
We have legacy advisors who teach at local schools, a PhD-level financial wellness coach, and professionals who have spent their careers inside leading wealth management firms. Together, we’ve helped clients navigate complex planning, significant wealth, and the everyday realities of money.
Jordan Fulton, MACC, CFP®
Founder & Lead Advisor
Jordan has decades of experience in comprehensive financial planning, investment management, tax-aware strategy, estate and legacy planning, and family office solutions. He helped one of the nation’s largest RIAs build out its family office offering and has served billionaires, professional athletes, and complex multi-entity households. Jordan built NetAdvizor Wealth’s platform to bring that same high-level thinking and structure to everyone—from everyday individuals to high-net-worth families and family offices. His unique background also bridges the worlds of business and personal finance, allowing the firm to serve business owners using both NetAdvizor (CFO services) and NetAdvizor Wealth in an integrated way.
Tim Davis, CRPC®
Wealth Advisor & Family Office Specialist
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Tim specializes in working with business owners and high-net-worth families. He helps clients apply comprehensive financial planning, tax planning, insurance and risk management, and complex operational processes for family office and household bill pay solutions. Tim is particularly skilled at connecting the business side and the family side of the balance sheet.
Seth Deaver, CPFA, MA
Wealth Advisor & Family Office Specialist
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Seth Deaver is Vice President and Partner at NetAdvizor Wealth and a dedicated wealth advisor based in Central Virginia. He advises high net worth families, business owners, athletes, and coaches through a family office style approach, focusing on investment management, advanced financial planning, tax strategy, and legacy planning. Seth takes pride in helping clients simplify complexity, protect their wealth, and create meaningful, multi generational legacies.
Family sits at the heart of Seth’s philosophy both personally and professionally. Outside the office, Seth stays active by competing in HYROX races, working out, shooting hoops, and spending time with his wife and three children. His mission is to empower clients with personalized strategies that provide clarity, confidence, and peace of mind, guiding them through every stage of wealth and life.
Dr. Linda Barnum
Financial Wellness Coach
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Linda brings a deep behavioral and academic perspective to the team. As our financial wellness coach, she helps clients explore the emotional, relational, and psychological patterns behind their financial decisions. She supports clients with behavioral coaching and financial wellness work, especially around deeper, more complex money dynamics.
John Phillips, ChFC®
Senior Advisor & Educator
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John has been teaching the basics of financial planning in the Tulsa metro area for nearly 40 years. As a seasoned investor and long-time educator, he has walked alongside high-net-worth families in Oklahoma through multiple market cycles and life transitions. John brings a steady, principles-based approach to investing and planning, combining real-world experience with a heart for helping people understand the “why” behind their financial decisions. His decades of teaching and advisory work add significant depth and credibility to the NetAdvizor Wealth team.
Stacie Travis, FPQP®
Operations Manager
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As Operations Coordinator and Head of Client Care, Stacie Travis plays a central role in ensuring both the internal systems and client experience run smoothly and efficiently. She oversees day-to-day operations, manages and supports the virtual assistant team, and is always looking for ways to improve workflows and strengthen client relationships.
Before transitioning into operations and client care, Stacie spent over a decade coaching college basketball, followed by several years as a high school strength and conditioning coach. She also played a key role in managing a national online training program for collegiate athletic programs, where she developed systems and maintained long-term client relationships across the country. These experiences built her expertise in leadership, team dynamics, and operational organization.
Stacie earned her Master’s in Exercise Science from the University of Dayton and is a Financial Paraplanner earning her certification from Kaplan University.
Cindy Webb
Executive Assistant
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Cindy Webb is an accomplished executive assistant, strategic leader, and operations professional with more than two decades of experience supporting senior executives, driving strategic initiatives, and building efficient back-office operations across energy, utilities, construction, and professional services industries. She currently serves as Executive Assistant to the President of NetAdvizor and NetAdvizor Wealth, where she provides high-level executive support while also overseeing marketing, sales support, human resources, payroll, and corporate bookkeeping.
Previously, Cindy owned and operated Office to Go, a professional services firm specializing in outsourced administrative and back-office solutions for small businesses in the construction industry. In this role, she helped clients streamline systems for bookkeeping, payroll, employee services, and insurance, enabling business owners to focus on growth and profitability.
Cindy spent nearly a decade at ONE Gas and Oklahoma Natural Gas in progressively senior business development and strategic planning roles, culminating in her position as Manager of Strategic Planning, leading a team responsible for identifying and implementing revenue-generating and risk-mitigating initiatives. Her work contributed to multimillion-dollar revenue opportunities while supporting innovation, sustainability, and long-term competitiveness. Known for her strategic mindset, operational excellence, and ability to bridge executive vision with execution, Cindy brings a unique blend of leadership, analytical thinking, and hands-on experience to every role she undertakes.