Our Team

Meet the heart of the company.

At the end of the day, the best wealth plans are comprised of two things – great results driven by great people. The Austin Asset team is comprised of some of the most talented people you will meet. And they are gifted in many other areas – just click on each bio to learn some fun facts and why we not only love working with our clients but each other!

*This firm is not a CPA firm.

Click here to meet our Business Advisory Committee.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP®Board’s initial and ongoing certification requirements.