Our Team

Preeti is dedicated to putting the needs of the client first.

Preeti began her career in wealth management with a desire to deepen her understanding of personal finance. Through helping clients navigate changing market conditions and major life milestones, she developed a passion for holistic planning and for turning hard-earned assets into meaningful resources that support families and communities. Joining Austin Asset after moving to the Lone Star State felt like a natural next step.

In her free time, Preeti enjoys the hike-and-bike trail around Lady Bird Lake, catching as many Formula 1 races as she can, traveling to new places, and exploring Austin’s exceptional restaurant scene.