Discover Prospect Wealth Advisors: The Pathfinder to Your Financial Goals

Chris Bowman is a founding member of Prospect Wealth Advisors. Driven by over 30 years of financial services experience, which included a considerable amount of time working in the investment banking industry. Mr. Bowman has embraced the notion that there is no “one size fits all” investment plan. 

The importance of building a true independent firm was paramount. Delivering unbiased, transparent and custom strategies that are aligned with our clients’ goals and aspirations. This holistic team approach allows us to have a deeper relationship with our clients. We look to clearly understand how to optimize returns for their situation, mitigate risk, reduce taxes, develop a sound estate plan and work to create reliable income.

Chris affirms that you cannot excel and thrive as an Investment Advisor if you don’t have a passion for helping people. “I cherish the enduring relationships I have built over a long career”. Those relationships go beyond managing assets. It is a trusted confidante, support and guidance after the loss of a loved one and so much more. “I feel blessed to have some incredible clients that are also incredible friends.

Chris is now married to his beautiful wife Barbara, with whom he has two children. The Bowman family enjoys art, music, drama and architecture. They also love traveling to new destinations, a longtime passion of Chris’. He was lucky enough to travel the world at a young age, and he still enjoys the opportunity to embrace new countries and cultures. He’s also active in his community, working with organizations like Folds of Honor and PAVE to support groups and causes he believes in. Additionally, Chris enjoys spreading financial awareness, especially on his radio show Nuggets of Knowledge, which he hosts with our co-founder Jon Floyd. You can listen to the show every Sunday from 1 p.m. to 2 p.m. on KTAR 92.3 FM.

Jon Floyd is an independent fiduciary, as well as a co-founder of Prospect Wealth Advisors. He has spent the past three decades helping individuals and families build their financial confidence and make empowered decisions. In fact, his greatest passion is for spreading financial knowledge and literacy, using simple terms to help his clients understand complex concepts that can help them achieve their objectives.

With notable experience in the industry, Jon believes two keys to his clients’ success are his independence and his fiduciary duty. These factors, in addition to his emotional connection to his clients, let him fight at their side to find solutions in alignment with their goals. He also urges the importance of protection, believing too many people chase lucrative returns with trendy investments. “I’ve seen way too many people spread themselves thin and invest outside their means, all with the goal of getting rich quickly,” Jon says. “The fact is there’s no secret formula or magic button. It usually takes dedication, hard work and informed decision making to build and protect wealth.”

Jon first fell in love with finance at a young age. He studied markets, trends and the power of money, as well as how it can be used to help people. He went on to manage a hedge fund, become a partner at an estate planning firm, work on Wall Street and start an online brokerage. He is now focused on creating insured income solutions for his clients. While insurance is usually associated with the worst-case scenario, he believes these solutions can be powerful wealth builders and income creators, giving his clients the chance to live the retirement of their dreams. He also aims to uphold the three principles his company was founded upon: education, transparency and empowerment.

Originally from Las Cruces, New Mexico, Jon studied economics at the University of Arizona. He now resides in Scottsdale with Amy, the love of his life, and they have three children: two daughters and one son. In his free time, Jon is passionate about supporting his community and lending his time to organizations that fight for the underrepresented and underprovided for. Some of his favorite nonprofits include Folds of Honor and Tutti Bambini. Additionally, Jon is a competitive tennis player who is quickly coming around to pickleball. He maintains his love for spreading financial tips and know-how by cohosting Nuggets of Knowledge with our co-founder Chris Bowman. You can listen to the show every Sunday from 1 p.m. to 2 p.m. on KTAR 92.3 FM.

Justin Henderson is the dedicated Director at Prospect Wealth Advisors, bringing a wealth of experience and a fresh perspective to the financial industry. Justin's impressive 25-year tenure as Vice President in Sales and Marketing within the telecommunications sector has honed his skills in client relations, strategic planning, and problem-solving, making his transition to the financial advisory realm a natural progression.

Driven by a genuine desire to provide clients with a sense of security and comfort regarding their financial future, Justin chose to transition into the financial advisory realm. His passion lies in working closely with individuals and families, crafting tailored solutions that not only help safeguard their assets but also aid in ensuring the well-being of their loved ones down the line.

At Prospect Wealth Advisors, Justin leads a boutique firm known for its personalized approach to asset development and protection. By prioritizing individualized strategies over one-size-fits-all solutions, Justin and his team instill confidence and peace of mind in each client they serve. Whether it's wealth accumulation, retirement planning, or estate preservation, Justin's mission is clear: to empower his clients to navigate the complexities of finance with confidence and clarity.

Outside of work, Justin finds joy in hiking and exploring the great outdoors, as well as traveling with his wife and three children. With his steadfast dedication and client-focused approach, Justin Henderson embodies the essence of a trusted financial advisor, guiding individuals and families towards a brighter, more secure future.

Travis Smith is a Financial Advisor at Prosper Wealth Advisors, bringing over 20 years of diverse experience in the financial sector. Licensed to work with clients in Arizona and Texas, Travis holds his insurance license and has dedicated his career to helping small and medium-sized business owners strategically plan and minimize their taxes.

Travis's career began after graduating from Cal Poly, where he studied marketing. From 2004 to 2016, he worked as a wholesaler, gaining a deep understanding of financial products and client needs. In 2016, he made a transition to become a cattle rancher while continuing his work as a financial advisor. This unique combination of roles enriches his insights into the financial challenges and opportunities specific to agricultural and rural business sectors.

Born and raised in Southern California, Travis now calls Phoenix, Arizona, his home. His commitment to community is evident through his active involvement with 4-H and the Future Farmers of America (FFA), where he supports youth in developing their agricultural skills and knowledge. Travis's personal interests include cattle ranching and hunting, hobbies that reflect his deep connection to the outdoors and rural life. Travis's practical experience and professional background make him a trusted advisor for those looking to navigate the complexities of financial management and tax planning.

Douglas Gass is a seasoned Senior Advisor at Prospect Wealth Advisors, boasting a distinguished 30-year career that spans across Wall Street and private equity. Licensed to work with clients in Florida, Douglas holds a 2-15 Life and Health Agent license. He specializes in utilizing insurance products to secure insured income, which is crucial in today's volatile financial markets. 

Douglas's career commenced on Wall Street, where he was a founding partner of an investment banking and securities firm. He later served as Managing Director at a private equity firm. His extensive experience in money management is complemented by his role as the producer and host of the radio show "Let's Talk Investments" in North Florida, where he shared his financial insights with a broad audience.

What sets Douglas apart is his personalized approach to financial planning. He believes in understanding each client's unique needs and risk tolerance to tailor financial strategies effectively. His method involves listening to clients, creating bespoke solutions, explaining options clearly, and aiming to lower risk, all of which contribute significantly to his clients' financial success.

Douglas is deeply committed to his community, actively participating in his church in South Florida, the Rotary Club, and charity work for Changing Lives, which aids the homeless. These activities reflect his belief in giving back to the community that supports him both professionally and personally.

Originally from Massapequa, Long Island, NY, Douglas graduated from Flagler College. He now resides in Delray Beach, Florida, with his family, including three children, the youngest of whom is finishing college. When not advising clients or engaging in community service, Douglas enjoys working out, boating, and participating in church activities. His mission as a financial advisor is clear: to ensure every client has a better financial future than when they first walked through his door.

Amy Floyd is a dedicated behind-the-scenes force at Prospect Wealth Advisors, where she manages the accounting and supports her husband, Jon Floyd, the firm's owner. Amy's professional journey began in the Real Estate Development industry immediately after graduating with a BSBA in Accounting from Ohio State University. She honed her skills at BRE Properties and as a senior accountant at Suncor Development, where she played a pivotal role in developing some of the iconic glass buildings along Tempe Town Lake in Arizona.

Balancing her professional role with her personal life, Amy has been a devoted mother and wife since marrying Jon in 2000. She also runs a small business crafting personalized gifts, exploring her creativity through jewelry making, various Cricut projects, and crochet.

Amy’s commitment extends into her community, actively participating in her children’s school PTO as treasurer and volunteer coordinator. Raised in a suburb of Cleveland, Ohio, Amy now cherishes life in Scottsdale, Arizona, enjoying tennis, pickleball, and watching her children engage in sports, all while maintaining a balanced life marked by professional dedication and personal passion.

Dylan Bowman brings a vibrant energy to his role as a Financial Advisor at Prospect Wealth Advisors. Specializing in comprehensive financial planning with a focus on estate planning, Dylan holds Series 7 and 66 FINRA licenses and an Arizona Life & Health Insurance license. His expertise helps clients navigate the intricate paths of financial security and legacy planning.

A native of North Scottsdale/Cave Creek, Dylan graduated from the University of Arizona's Eller College of Management with dual majors in Business Management and Entrepreneurship. His passion for financial advising is fueled by a desire to help clients achieve their financial aspirations, particularly through strategic estate planning to ensure their future confidence and security.

Dylan's diverse background spans several industries and roles, enriching his advisory approach. He started as an Innovation Intern at the Arizona Commerce Authority, aiding the growth of Arizona’s startup ecosystem. His career journey then took him to Fidelity Investments in Dallas, where he excelled as a Workplace Planning Associate focusing on retirement planning. Most recently, he was the Vice President of Marketing at Producers Prospect IMO in Scottsdale, where he led innovative marketing strategies and advisor support initiatives.

Dylan is committed to forging strong, trust-based relationships with clients at Prospect Wealth Advisors, providing clear and precise guidance throughout their financial journeys. Dylan has eclectic interests outside the office, ranging from art and fashion to mixed martial arts and cryptocurrency. He also values family time, often with his father, Chris Bowman, a founder of Prospect Wealth Advisors, his mother, and his younger sister, Bella, who recently graduated in Criminal Justice from Grand Canyon University. This diverse blend of professional experience and personal interests makes Dylan a uniquely skilled advisor in the dynamic financial planning field.