With several years of collective financial services and investment management experience, Weinheimer Wealth Management is experienced in the transition of Wealth. 

Let's Meet the Team

Matt Weinheimer*, CFP®

Founder, Wealth Advisor

Matt brings several years of professional financial experience in understanding the financial and emotional issues behind helping to transition from acquiring wealth to help grow and protect that wealth. Deeply familiar with the emotional and financial challenges associated with transitioning wealth for executives, entrepreneurs and inheritors, among others, Matt seeks to understand each client’s current situation and goals and crafts a flexible and enduring financial, investment and risk management plan.

A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997 and is a CERTIFIED FINANCIAL PLANNER™ professional.   Travel is a special passion of his, and favorite destinations for the Weinheimer family include Costa Rica, Hawaii and Florida. In and around Austin and on the road, he enjoys mountain biking, fly fishing and scuba diving.

Jasen Wallace*, CFP®

Associate Wealth Advisor

Jasen Wallace is a Board CERTIFIED FINANCIAL PLANNER™ professional who helps clients answer some of life’s biggest financial questions like: ‘How should I save for retirement?’ or ‘Should I pay off my debt or invest first?’ or ‘What’s the most suitable way for me to pay for my kid’s education?’ and ‘When is the most suitable time for me to take my Social Security?’

Jasen has worked over half a decade with both young professionals and those nearing or in retirement. Each have their own challenges that our firm is well equipped to handle.

Jasen earned his Masters Degree in Financial Planning from Texas Tech University, a Graduate Certificate in Charitable Planning, and passed the CFP® exam in 2012.

Jasen enjoys running, rock climbing, live comedy and music with his wife, Brandi.

Matt MacWilliams*, CFP®

Wealth Advisor

A veteran of the Austin financial advisory community with nearly 25 years of experience building financial strategies for families with wealth in transition, Matt works to ensure that clients can realize their retirement dreams for security and legacy planning.

Matt is a graduate of the University of Texas Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ professional. Matt served on the Board of Directors for the Samaritan Center for Counseling and Pastoral Care in Austin for 4 years, including 2 years as vice president. Matt continues to volunteer for special projects at The Samaritan Center.

When he’s not at the office, he enjoys travel, camping and hiking, and bicycling with his wife, Barbara Jo Stetzelberger and Maggie, their Blue Lacy dog.

As the Director of Operations, David’s focus is on streamlining operations and improving firm processes. He also helps to administer client accounts and serve as a liaison to the firm’s account custodians. His educational background in financial planning and his experience working in the legal industry make him uniquely suited to keeping the firm functioning efficiently and effectively.

David earned his M.B.A. in Finance from St. Edward’s University and he graduated with a B.A. in Government from the University of Texas at Austin. Outside of the office, he enjoys spending time with his wife and two children, Scarlett and Travis.

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