Who We Are
Advisory Board
Mike Gavett, Principal, Bluffview Wealth Management, LP
DeLene Gilbert, CFP, CLU, ChFC, CLTC, Principal, EVOS, L.L.C.
Mike Goodrich, CPA, Juris Doctor, LL.M., Principal, Bluffview Wealth Management,LP
John Rabbit, Operations Specialist
Mark Voeller, PhD., Family Business Counselor
Michael Gavett
Mike Gavett is founding partner and Principal of Bluffview Wealth Management, L.P. Mike is responsible for the development of client relationships and working with various high net worth clients of the firm. Mike is also focused on growing the firm through partner recruiting efforts, and is responsible for establishing administrative systems used on three platforms for the firm. Prior to founding Bluffview, Mike was an Associate at Deutsche Bank Alex Brown in the Private Client Services Group for seven years. Prior to his tenure at Deutsche Bank, Mike was a bank examiner for the State of Texas.
Education:
- Bachelor in Business Administration, Texas Tech
Licenses:
FINRA:
- General Securities Representative
- General Securities Principal
- Equity Trader Limited Representative
- Uniform Securities State Law Examination
- Uniform Investment Advisor Law Examination
M. DeLene Gilbert
DeLene is with Evolutionary Financial Strategies, LLC aka EVOS, LLC As a financial planner and investment advisor, she assists her clients in both personal and business fee-based financial planning, estate planning, estate and wealth transfer planning, investment strategies, wealth preservation, retirement and income strategies, and business ownership transitioning. Her specialty is inspiring and guiding others to achieve financial security in a complex and changing world. She helps others with transitioning to retirement, career changes, living independently after divorce or widowhood, and exiting a business.
Professional Designations:
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Certified Long Term Care (CLTC)
- Certified Financial Planner (CFPTM)
Memberships/Certifications:
- Certified as a Woman Business Enterprise
- Entrepreneurial Women Presidents
- Dallas Estate Planning Council
- Financial Planning Association
Licensing*:
FINRA:
- General Securities Representative
- Uniform Securities State Law Examination
Insurance
- Life, Health, Variable Annuities
*Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EVOS, LLC are not affiliated.
Mike Goodrich
Mike Goodrich is a founding partner and a Managing Director of Bluffview Wealth Management, L.P. Prior to the creation of Bluffview Wealth Management, Mike was a Vice President in the Private Client Services Group of Deutsche Bank Alex Brown. Mike serves as corporate counsel for the firm, as well as managing client estates in excess of $100 million. Mike utilizes his abilities as both an attorney and a CPA to address the complex financial needs of Bluffview’s domestic and international clients. Additionally, Mike serves as Director for the Sollertia Fund Family.
Education:
- Bachelor of Business Administration, Baylor University (with honors)
- Master of Business Administration, Baylor University
- Juris Doctor, Baylor University
- L.L.M. in International Business Legal Studies, the University of Exeter, Exeter, England on a Rotary Graduate Scholarship
Professional Memberships:
- State Bar of Texas
- American Institute of Certified Public Accountants
- Texas Society of CPA’s
Licenses:
FINRA:
- General Securities Principal
John L. Rabbit
John began his career with one of the Big Six accounting firms. He has held numerous executive positions including CFO, COO, and CEO with manufacturing and service companies in several industries including food, beverage, beauty products, and technology ranging in size from $10M to 300M in gross revenues. He has held executive level positions at both public and private companies including: PepsiCo, Pillsbury, Harmony Foods, and MEI. His experience includes 20 years in executive level positions in finance, operations, growth and business development, and mergers & acquisitions with a major owner and operator of a significant portfolio including an $850M subsidiary.
John is a trouble shooter and problem solver with an extensive track record of eliminating waste, increasing efficiencies, and driving dollars to the bottom line. An experienced strategist he assists companies by identifying, evaluating, and implementing programs to address and overcome obstacles and to leverage their strengths. He does this by developing master strategies to address operations, market conditions, sales, customer challenges, marketing, and industry trends.
John combines exceptional people skills and a global perspective with technical and organizational expertise when identifying the necessary steps the client can and must take to achieve its goals.
Education
- BBA in accounting, Drake University
- Ernst & Ernst: Executive Management; Executive Compensation; & Bank Audit professional seminars
Mark N. Voeller, Ph.D
Mark is a Process Consultant. He grows leadership, eliminates emotional constraints, develops family trust, educates all shareholders, and promotes self-sufficiency of family members in business together. His focus is on family members, the management team, or the Board of Directors and shareholders of companies throughout the U.S. His clients include family-owned manufacturing, services, retail, and professional practices.
Mark is a non-active shareholder of a third generation family-owned business. He has personally experienced the satisfactions and frustrations associated with family business ownership. What makes him especially unique is his understanding of complex estate planning strategies and issues which he combines with over 25 years experience as a psychologist focused on teambuilding, conflict resolution, and complex family systems. He is Associate Clinical Professor at University of Texas Southwestern Medical School and is the author of Exit Right (pub. 2000, Summit Run).
Education/ Professional Designations:
- Ph.D. in Psychology, University of Texas Southwest Medical Center
- Masters Degree, Creativity and Personality, Wake Forest University
- B.A., North Dakota State University
- Advanced Certification as a BirkmanTM consultant
Professional Memberships:
- Family Firm Institute
- The Dallas Estate Planning Council
- Texas Psychological Association