Austin’s strong, goal-oriented sense of dedication and integrity as a financial advisor is the foundation that he builds upon for every client’s unique vision and life goals. As a Certified Exit Planning Advisor (CEPA) and Certified Financial Planner™ professional, he provides insight into the complexities of the financial world. It’s his belief that when there’s open dialogue, he is best positioned to advise multi-generational families, individuals and business owners on investments, financial planning and how to work towards their financial goals.
Austin is an accomplished financial professional with an extensive background in client relationship management, investment banking and has been an advisor with Peninsula Private Wealth since 2017.
Prior to that, he gained a great deal of experience in Private Banking at JP Morgan as an analyst and banker associate, where his work was geared towards multi-generational family wealth, high-net-worth executives, and business owners.
Austin currently sits on the Peninsula Wealth Investment Committee, helping to oversee investment managers and alternative investment due diligence. He also leads the Teams transactional services by partnering with Raymond James Investment Bank.
Whether a financial plan involves realizing the value of their business through a sale or passing their legacy to their family, Austin aims to help every client maximize the life they’ve envisioned for themselves and is dedicated to providing quality service and putting his clients’ interests first and foremost.
Outside the office, Austin spends his free time travelling with his family, on the golf course and as an active member of his local church. He’s also involved in the Financial & Estate Planning Council of Detroit as well as the Midnight Golf Committee, which helps young adults through life skills training and the discipline of golf to succeed in college, in their careers and beyond. Austin currently resides in his home state of Michigan with his wife, Tanya, and their 3 children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.