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®

Director of Financial Planning

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.

Financial Professional

After spending more than 15 years serving clients in the cybersecurity space, Galen transitioned to financial services to follow his lifelong passion in personal finance and helping people achieve their financial goals.  He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ certification.

As a Financial Professional, Galen provides administrative assistance in financial planning services, focusing on researching relevant technical areas and supporting the planning process.

David W Bregger*, CFP®

Wealth Advisor

David brings a long-term approach to planning. As a result, many of his clients, together after over 30 years, have gained financial independence after experiencing multiple catastrophic crises, with comfort from his steady hand.  

Having a deep faith, exercising patience, and employing discipline, David believes that a properly constructed financial plan should guide our path.   “My clients become like family, and we deeply care about each one.   Their long-term plan does not change when the world temporarily goes haywire.”

Crystal is a Florida native who started her financial services career in 1999. With over 22 years of diverse experience, Crystal worked as an Operations Manager for a broker-dealer in California, a Financial Services Rep for the Bank of Hawaii, and later partnered with the Branch Manager of a top Financial Advisor at Morgan Stanley. Due to her vast experience with affluent families, Crystal developed an extensive understanding of clients transitioning in various stages of their lives. Crystal is always willing to go above and beyond to reach excellence and thrives on servicing existing clients with extraordinarily high standards.

Crystal studied at St Petersburg College and furthered her education with a study abroad program. She earned an Associate Degree and graduated on the Dean’s List with Honors. She currently holds her Series 66 licenses, 2-15 Life, Health, and Variable Annuities License, and a Financial Planning Associate designation.

Mary Savage

Client Service Associate

Mary strives to provide clients with exceptional customer service through a strong work ethic and attention to detail, and interest in and respect for each client. Mary’s educational background includes a B.A. in English from The University of Texas at Austin and graduate-level courses in business at Texas A & M.

Positions as a legal secretary for a major Austin law firm, an escrow officer for a title insurance company, and 21 years of experience in the financial services industry provide a strong basis for Mary’s role at Weinheimer Wealth Management.

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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