Austin embraces his role as a Financial Advisor with Pinnacle Group where he is able to share his team’s holistic approach to wealth management with prospective clients. With 20 years of experience helping clients achieve their financial goals, he joined Pinnacle Group in 2021. His specialty is helping clients with wealth management and planning, specifically with investments and risk management strategies. He excels at these specialties by first getting to know a client personally starting with long term goals, time horizon and risk tolerance.
Austin's areas of specialty include:
- Investment Management
- Risk Management
- Insurance Planning Strategies including Life Insurance
- Syracuse University - Bachelor of Science, Finance Industry Involvement
- CFA Institute