Investment Advisor Representative
I joined Austin Wealth Strategies in 2005, representing the next generation of the family business. Working in partnership with my father, Rick, I am a financial advisor specializing in designing wealth accumulation and distribution strategies for professionals and their families, as well as transition, succession, and protection strategies for the owners of privately-held businesses. In 2021, Austin Wealth Strategies joined WestPac Wealth Partners, giving us access to one of the most comprehensive financial product platforms available and allowing us to better serve and protect our clients.
As an Investment Advisor Representative with Park Avenue Securities, I provide financial planning services and fee-based investment advice to my clients. I’m a Qualifying Member of the Million Dollar Round Table (MDRT), and I hold the Series 7 and 66 securities licenses and am pursuing advanced coursework in the areas of financial planning and estate planning.
Prior to entering the financial services industry, I earned a Master of Business Administration degree with honors from the University of Notre Dame and a Bachelor of Science in Business Administration from Washington University in St. Louis where I majored in both Finance and Management.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. AUSTIN WEALTH STRATEGIES LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0K73065, AR Insurance License # 8477983 l 2021-129271 exp.10/23