Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – “We believe that good service is practical and that great service is necessary for the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Stewart E Fields, CFP®
CERTIFIED FINANCIAL PLANNER™
As Managing Partner of OpenAir Advisers, Stewart is responsible for the execution of the company’s mission, vision and financial success. He is also charged with developing, communicating, and executing the client’s financial plan while maintaining full transparency.
Stewart brings to OpenAir Advisers executive-level leadership, with a deep understanding of all aspects of the business as well as a clear vision. Stewart ensures that the company culture and its values are applied consistently from top to bottom. He has an active role in driving client satisfaction with a keen knowledge of financial planning. Stewart is a passionate advocate as a true fiduciary that provides the best platforms and strategies for clients. This strategy allows Open Air Advisers to offer methods that are efficient, objective, and strictly focused on each clients best interest.
His broad experience provides him with an array of perspectives that he can apply to an ever-changing investment market. After having success in many areas, he has identified the proper network of services to offer clients of various backgrounds.
Stewart is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently. As a fiduciary and Certified Financial Planner™, he believes a foundation of transparency and trust are key to a successful partnership between clients and advisers.
He earned a Bachelor of Science in Finance from the University of Missouri. He also attended Southern Methodist University which allowed him to become a Certified Financial Planner™.
Jon Lawton, CFP®
CERTIFIED FINANCIAL PLANNER™
As a partner, Jon takes an active leadership role with the firm’s Investment Committee, helping to set investment policy and strategy. He is consistently and wholly dedicated to providing the highest level of client service and always works to ensure that a comprehensive and customized wealth plan is established, implemented, and maintained.
As a fiduciary and Certified Financial Planner™, Jon’s primary focus is his clients and their overall financial fitness. His business centers around professional investment management and he believes a sound investment strategy always involves thorough risk management, tax efficiency, and proper estate planning.
Jon has more than 15 years of experience in the wealth management and financial services industry. He has a deep understanding of financial markets with a strong background in all aspects of financial planning and integrates this into his everyday practice. Jon built his career on the principles of trust and integrity which he believes are critical to building long-lasting and successful partnerships.
He received a Bachelor of Business Administration in Finance from Baylor University. Jon is also a practicing CERTIFIED FINANCIAL PLANNER™ which he earned by attending an advanced planning curriculum from Southern Methodist University.
Chris Massenburg, CRPC®
CHARTERED RETIREMENT PLANNING COUNSELOR™
As a Partner, his duties include overseeing strategic projects, investment strategies, and business development with a strong commitment to continually enhance the client experience. Chris is dedicated to the highest levels of client service by managing, maintaining, and growing client wealth responsibly and tax-efficiently.
As a fiduciary and Chartered Retirement Planning Counselor™, Chris serves the financial planning needs of his clients by working to manage their wealth responsibly, grow it tax-efficiently, and evaluate it for years to come. As a fiduciary and Chartered Retirement Planning Counselor®, he believes a foundation of transparency and trust are key to a successful partnership between clients and advisors.
With over 10 years in the industry, Chris has helped clients reach their financial goals through sound financial planning and thoughtful, diversified portfolios. Chris prides himself on the ability to drill down to the heart of complex matters for clients. He understands both the quantitative and qualitative aspects of financial planning and incorporates both into his relationships with clients.
Chris also grew up in Rowlett, Texas, where he met his wife Ashley. In his free time, Chris enjoys playing golf and spending time with his wife, Ashley; daughters, Addison, Emery, and Harper.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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