Austin has been an important part of the team since 2018 and has contributed to many areas of the firm throughout his time with us. That broad experience has given him a strong understanding of both our clients, and the behind-the-scenes work required to deliver a seamless financial planning experience.
Today, Austin focuses primarily on investment operations, helping ensure that client accounts, investment strategies, and ongoing requests are implemented accurately and efficiently. His attention to detail and familiarity with our process make him an important part of turning the team's financial and investment recommendations into action.
Austin values the relationships he has built with clients over the years and takes pride in being someone both clients and teammates can depend on. Outside of the office, Austin enjoys spending time with his wife, Emily, and their new son as they embrace the adventure of being new parents.