314 East Highland Mall Blvd
1711 Grand River Dr
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.
CERTIFIED FINANCIAL PLANNER™
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 ®...
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...
Accredited Investment Fiduciary® Charted Retirement Plans SpecialistSM
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...
Certified Plan Fiduciary Advisor
Chris O'Connell earned his BBA with a Major in Finance at Texas State University. In college he was a member of the Financial Management Association as well as the Student-Managed Investment Fund, which presided over a portion of the...