Austin is a Chartered Retirement Plans Specialist and Certified Financial Planner™ practitioner who specializes in qualified retirement plans, including plan reviews, 401(k) consultations, participant education, and retirement plan committee presentations.
He helps all parties involved come together in an air of mutual trust and respect to do what’s right for their company, executives and employees.
In addition to his professional designations, Austin holds Series 7 and 66 securities licenses, and Tennessee life and health insurance licenses.
Before joining our team in May 2014, Austin was a CPA at Decosimo Certified Public Accountants, a cost specialist at Volkswagen Group of America, and an accounting manager at Mueller Water Products, all in Chattanooga. He earned a bachelor’s degree in accounting from Brigham Young University-Idaho, and an MBA from The University of Alabama.
Originally from Huntsville, Alabama, Austin lives in Signal Mountain with his wife, Kimberly, and sons, Asher and Wyatt. In his free time, Austin enjoys golf, running in 5K and 15K races, mountain biking, coaching his two sons, and family hiking and camping.
CFP® | CERTIFIED FINANCIAL PLANNER™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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