Broker Check

Office One

314 East Highland Mall Blvd

Suite 208

Austin, TX 78752

Office Two

1711 Grand River Dr

Richmond, TX 77406


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Austin Office

David Rodriguez, CFP®


(512) 280-0920

(512) 879-6873

David Rodriguez is CERTIFIED FINANCIAL PLANNER™ practitioner who started working in the investment industry in 1996. He earned a BBA with a Major in Accounting from Texas State University in 1995 and earned his CFP ®...

Read more

Robert Bagby

Financial Advisor

(512) 699-0618

(512) 879-6873

Robert Bagby has a BBA with a Major in Finance from The University Of Texas at Austin. He has obtained his Series 7, 9, 10, 31, 52, 63, 65, and Life, Health, and Variable Annuity Insurance Licenses. He has over 20 years of experience...
Read more

Jeff Brecht

Financial Advisor

(512) 895-9211

Jeffrey Brecht is a well-respected financial advisor serving the Austin area. With more than 8 years experience, he is skilled in helping his retiree and pre-retiree clients plan their financial future. Jeff's experience also extends...

Read more

Houston Office

Andrew Mulder, AIF®, CRPS®

Accredited Investment Fiduciary® Charted Retirement Plans SpecialistSM

(281) 762-2073

(281) 248-2138

Andrew Mulder earned his BBA with a Major in Finance at Texas State University. In college he was a member of the Student-Managed Investment Fund, which oversaw part of the endowment at the school’s McCoy College of Business. He...

Read more