Financial planning and beyond

• AL
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With over 40 years of experience, Bob delivers a strong foundation of both empirical and academic knowledge. Lessons learned through multiple market cycles influence every aspect of Bob’s investment ideology.  Among them: emotion is the biggest obstacle to investor success, periodic and painful declines are part of equity investing; diversification is never out of style, and investors should not take on more risk than necessary to fund their goals.  With this in mind, Bob strives for balance when creating tailored financial plans and portfolios for each client.

Bob graduated from the University of Texas with a BBA in Finance from the McCombs School of Business.  In addition, Bob is a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.  Bob is married to his wife, Britt, and has two children, Mark and Caitlin.

• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Texas - McCombs School of Business, BBA in Finance
• Securities Industry Institute at the Wharton School of the University of Pennsylvania

• AL
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• VA

Mark is a Certified Private Wealth Advisor® professional focused on delivering the latest, most advanced knowledge and techniques to address the sophisticated planning needs of high-net-worth clients.  Partnering with UBS specialists, and client tax and legal professionals, Mark delivers solutions on tax and estate planning, asset protection, charitable giving, retirement income, and generational wealth transitions.  Additionally, he works with executives on strategies for stock option plans and concentrated stock positions, as well as closely held business owners on strategies for succession and exit planning. 

Mark has over 10 years of experience in the investment management industry; beginning his career at Capital Group | American Funds, the world's largest active mutual fund manager. His primary responsibilities were to raise capital for their investment strategies, and act as a valued consultant to financial advisors.  He later joined Principal as Director of Retirement Services where he specialized in corporate retirement plans for both large companies and small business owners.

Mark earned his CPWA® designation through the Yale School of Management, and graduated from the University of Texas, earning his degree in Corporate Communications along with the Texas Business Foundations Certificate through the McCombs School of Business.  Highlights from Mark’s college years include serving the University community as a member of the Texas Cowboys; mentoring Austin area middle schoolers through Longhorn Leaders; and playing Offensive Line for the Texas Longhorns when they won the Fiesta Bowl, a Big XII Championship, and competed for the National Championship.

• Yale School of Management
• University of Texas, Corporate Communications
• McCombs School of Business

• Certified Private Wealth Advisor®

• AL
• CO
• FL
• LA
• ME
• MI
• MO
• NH
• TX

Stephanie graduated from Texas Woman's University and has been in the wealth management industry for seven years after eight years in the banking world. As a Registered Client Service Associate, she provides high levels of client service in addition to administrative support to the team. 

Stephanie spends most of her time chasing her son from swim class to Boy Scout campouts, and volunteers with Partnerships for Children as much as possible.

• Texas Woman's University