Austin is an advisor and his focus is to develop and implement plans to help our clients organize, grow, and distribute their assets with an eye for tax efficiency and multi-generational legacy planning.
Austin works primarily with small business owners, retirees, and executives at publicly traded companies.
Austin has earned the CERTIFIED FINANCIAL PLANNER™ designation, Retirement Income Certified Professional designation (RICP®), and holds a Bachelor of Science degree in Finance from Concordia – St. Paul.
Austin lives in the south metro with his wife, Chelsea and their son, Max.