Dallas financial planner

Meet the Team


Bill Perryman, CPA, CFP®

Spend a few minutes with Bill and you are apt to find out that he is proud of his Oklahoma heritage. Growing up on a farm gave him a strong work ethic, a core value system, and, ultimately, a profound entrepreneurial spirit. As a CPA, Bill’s professional career began with a major oil company in Bartlesville, Oklahoma, and later started a financial services firm which evolved into what is now Perryman Financial Advisory.

Bill moved to Dallas in 1988 and immediately involved himself in attempting to “make a difference” in his church, profession and community. His team at PFA endeavors to create a family atmosphere where each client is unique and receives customized advice to be able to navigate today’s economic uncertainties resulting in a secure financial future.

Demonstrating his commitment to advancing the financial planning industry, Bill served as President of the Dallas-Fort Worth Chapter of the Institute of Certified Financial Planners and served on its Board of Directors for six years. In recognition for his significant contributions and dedication to the profession, Bill was honored with the prestigious 2008 Honor’s Award from the Financial Planning Association, Dallas-Fort Worth Chapter. He has repeatedly been named by area financial professionals as one of “The Best Financial Planners in Dallas” by D Magazine and more recently was named one of the most powerful business leaders in D CEO Magazine’s Dallas 500 (2016).

At the heart of his “making a difference” philosophy, is his commitment to the community through the East Dallas Rotary Club. Rotary’s motto, “He who serves most profits the most,” echoes Bill’s beliefs. Bill has served his club in leadership roles both locally and at the district level for over 29 years.

Bill is married to Barbara and they share six adult children and seven beautiful grandchildren.

 

Jimmy Perryman, CFP®

After spending six years in commercial real estate, Jimmy joined PFA in 2001 and quickly realized there is nothing more rewarding than to help clients realize their dreams and to feel more confident about their future. He considers being a Certified Financial Planner™ much more than designing portfolios or making investment recommendations. It’s building a relationship with each client, helping to bring order to their financial life, creating a strategy that empowers them to pursue their goals, and helping them to avoid emotionally driven decisions in important money matters.

Jimmy has a solid reputation in the industry. He was selected by D Magazine as one of the “Best Financial Planners in Dallas” from 2004-2017. He has also been published in The Dallas Morning News and MONEY® Magazine and has served on the Board of Directors of the DFW Financial Planning Association.

Outside of the office some of Jimmy’s most rewarding investments have been in his community, church, and family. He is Past President of the Addison Rotary club and currently serves on the board of the Ronald McDonald House of Dallas. He keeps his competitive fire alive by coaching youth sports and rooting for the Astros and Sooners. Jimmy graduated from Abilene Christian University where he met his wife, Alisa. They have two children and live in Dallas.

 

Deb Outlaw, CPA, CFP®

Deb realized early on in her career that she has a passion and gift for working one-on-one with people to deeply understand and formulate solutions to their financial concerns. She began her career as a CPA with Arthur Andersen in 1981, and moved to Trammell Crow Company in 1986 where she worked with several of their partners to plan and implement tax, financial and estate plans. She continued developing her skills in tax and financial planning with Farmer, Fuqua, Hunt and Munselle, a full service accounting firm. Perryman Financial Advisory convinced her to come aboard in 2000, and she has been serving her clients ever since.

Many of Deb’s clients have come to her suddenly single or overwhelmed with managing financial decisions they never planned on making. Deb is very befitting to these situations, as she finds fulfillment in playing a role in the healing process coming out of a crisis. Her clients know her as an intent listener that takes a sincere interest in them. This allows her to bring focused direction and clarity to their tailored financial plans. She has lived through the emotional, physical and financial anguish of caring for an incapacitated loved one and she helps her clients avoid this by planning ahead for one of the most expensive times in their life. Deb advises her clients and forms holistic plans including insurance, benefit evaluation, Medicare, assisted living and healthcare planning. This passion for eldercare is what led Deb to seek her CLTC (Certified in Long-Term Care) designation.

Deb is easy to talk to and breaks down complicated issues in order to equip her clients with the best guidance for their situation. She takes pride in the longstanding relationships she has with most of her clients and many of them call her friend.

Deb lives in Plano with husband Mike, one cat, Minka, and her beloved Bichon, Isaac. She is a Children’s Area Coordinator for Bible Study Fellowship and is also on the board of New Friends New Life, a ministry dedicated to helping women and children out of degrading situations. In her spare time, Deb enjoys quilting and scrapbooking.

 

Jen Grant, CFP®

Jen has found throughout the course of her career that, for her, professional fulfillment requires personal connection. She is passionate about working closely with each client to create dynamic, highly personalized action plans. Recognizing that financial independence is crucial no matter what curveballs life may throw, she prides herself on her ability to demystify financial advising and provide her clients a genuine human experience. With well over a decade of industry experience, Jen graduated summa cum laude from Centenary College of Louisiana, and holds a Masters Degree from the University of Texas at Austin in addition to an MBA from the University of Texas at Dallas.

As a Certified Financial Planner™, she has a diverse background. Having worked with everything from Fortune 500s to small- and mid-sized privately held companies, she now chooses to channel her time and attention into one-on-one advising. Both personally and professionally, Jen has been a long-standing advocate for women in the workforce, and specializes in helping her clients navigate emotionally-charged periods of transition, particularly after divorce or the loss of a loved one. With her compassionate nature and innate ability to identify and clarify unspoken needs, she takes pride in her ability to gently guide and advise.

Outside the office, Jen enjoys mentoring and supporting women from all walks of life. She is currently involved with a Working Moms Group at the First United Methodist Church in Richardson, and plays an active role in the Dallas Women’s Foundation. As the mother of three, she likes to stay involved in her community, and has held executive board positions in both the PTA and the neighborhood association. Jen currently lives in Garland with her beautiful family and one very well-loved dog.

 

Gibson Aguirre

Gibson attended Texas A&M and Abilene Christian University where he received a Bachelor’s in Business Administration. Born and raised in Abilene, Gibson found himself business driven following a shortened college baseball career. An entrepreneurial mindset led him to founding two companies during his undergrad, serving people in fitness and nutrition. Gibson joins Perryman Financial as an assistant to the advisors specializing in eMoney, an online database for in-depth account management. His focus is to ensure a smooth financial journey for our clients. In addition to these roles, Gibson is pursuing the Certified Financial Planner™ certification.

Gibson enjoys serving in the Dallas community as a mentor in Young Life, a ministry that steps into the lives of adolescents introducing them to Jesus Christ and helping them grow in their faith. When not in the office you can find Gibson snowboarding or watching Fighting Texas Aggie football alongside his Goldendoodle, Reese.

 

Patti Sanders

After graduating from Oklahoma State University with a Bachelor of Science degree, Patti Sanders worked in the food and banking industries before settling in Dallas. Until 1999, she worked for a mid-sized oil and gas company as their accounts payable manager. Fortunately for Perryman Financial Advisory, Inc., when her company relocated to Houston, Patti chose to remain in Dallas. Patti maintains our database, handles all Schwab and TD Ameritrade accounts, makes trades for our clients, and is the backbone of our office staff.

Patti and husband, Stan, live in the Rockwall area where they enjoy a quite peaceful country life. The Sanders have two children and five grandchildren. They enjoy collecting antique cars and attending local car shows.

 

Cinda Kraft

Cinda is our Client Appreciation Coordinator, and the mastermind behind all of our client events. Cinda was first a Perryman Financial Advisory Inc. client before she joined the team. She now splits her time between Perryman Financial Advisory, Inc. and her love for sewing and quilting. She even teaches a few sewing classes. Cinda and her husband, Robert, have two daughters and three grandchildren.

 

Jan Mayfield

Jan is one of the newest members to join the Perryman Financial Advisory, Inc. team. She comes to us with years of experience as an Executive Assistant and Community Relations Specialist in the Technology Industry of a Fortune 500 company, and most recently from Texas Oncology as a Patient Financial Counselor. Jan’s helpful voice will be the first one our clients hear when they call the office. She will be able to assist you in a myriad of things or direct you to the appropriate person. Jan is excited to get to know our clients and be able to put a face with a name.

Jan lives in McKinney with her daughter Lauren who is currently attending the University of North Texas and her adorable Shih Tzu Chloe. She and her daughter attend Prestonwood Baptist Church and in Jan’s spare time she enjoys interior decorating in addition to spending time with family and friends.

 

Future Board of Directors

Kyle & Katie

Kate, Jake, Ella, Ava

Virginia

Isabella