Matt Weinheimer*, CFP®

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 […]

Jasen Wallace*, CFP®

Jasen Wallace is a 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 […]

Matt MacWilliams*, CFP®

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 […]

Galen Rasche

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 […]

David W Bregger*, CFP®

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.   […]

Crystal Lewis

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. […]

Mary Savage

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 […]

David Johnson

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 […]