Founder, CFP™ Professional
Welcome! My name is Austin and I am the founder of Momentum Private Wealth Management. Over my 20+ years in the Financial Industry, I have worked at 3 different RIA (Registered Investment Advisory) firms ranging in size from very large to very small. This experience has allowed me to pick and choose what I think are the best ways of providing wealth management and financial planning and finally applying that to my own firm.
My ultimate goal is to create a wealth management firm that is built on trust and is focused on putting you, the client first.
My wife, two children and I live in Cedar Park, TX- a suburb of Austin. When I am not in the office you can find me out for a run, hike, or enjoying the outdoors with my family.
I am a CERTIFIED FINANCIAL PLANNER™ Professional, earning my marks in 2011. You may learn more about the CFP® Boards' Standard Of Excellence Here.
CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.