A recent MBA graduate in finance, Austin is excited to join the Kinecta team. Helping people, whether it’s planning for retirement or college expenses, is truly Austin’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions change. Austin works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning. Austin is extremely considerate of each client’s needs and looks forward to working with you!
Austin holds the following registrations through LPL Financial: Series 7 and 66
Austin is registered for Securities in the following states: AZ, CA, FL, GA, MN, NV, OR, WA
Check the background of this investment professional on FINRA’s BrokerCheck.