Jack Breen is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and TMF Group. Breen is also a licensed insurance agent, providing and implementing insurance strategies for clients. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services alongside access to third-party managers.

Trenton Milner is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Starbucks and East Texas Baptist University. Milner is also a licensed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, emphasizing diversified asset allocation and behavioral coaching. The firm offers tiered fractional family office services and uses a combination of proprietary and third-party investment models.

Caleb Killpatrick is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Texas A&M University and multiple church organizations. 49 Financial serves a diverse client base ranging from individuals to institutions, offering financial planning, retirement-plan consulting, and investment management. The firm’s investment strategy centers on diversified asset allocation and incorporates fundamental, cyclical, technical, and behavioral analysis.

Kristin Griffin is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to her advisory duties, she is involved in client operations and compliance management at Alongside, LLC. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy influenced by Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.

Lillian Cheesar is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with less than one year of industry experience. Her prior roles include positions in arts administration and retail. She has also been employed in educational settings during her academic years. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm uses a disciplined, long-term diversified asset allocation approach incorporating fundamental, cyclical, technical, and behavioral analysis.

Will Crenshaw III is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 license and two years of industry experience. Prior to joining 49 Financial, he worked at Builders FirstSource for three years and has held roles at various organizations including Austin Stone Community Church and the University of Texas at Austin. Crenshaw is also licensed as a fixed insurance agent. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, including tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach grounded in a derivative of Modern Portfolio Theory.

Gregory Rosner is a financial advisor with 9 years of industry experience, currently practicing at 49 Financial in Austin, TX. He holds a Series 66 designation and has prior experience with firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and AXA Advisors. Outside of his advisory work, he owns Ranch Water Pool Co., a pool maintenance and repair company in Texas. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy incorporating multiple analytical approaches and provides tiered fractional family office services along with access to third-party managers.

Michael Ihlenfeldt is a financial advisor at 49 Financial with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at firms including Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and provides tiered fractional family office services.

Kendall Rieder is a financial advisor with 49 Financial in Austin, TX, holding a Series 65 designation and beginning their industry career in 2025. Prior to joining 49 Financial, Kendall held various roles across different industries, including positions at ADP and Rieder Law, as well as academic experience at Texas A&M University. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation strategy based on a derivative of Modern Portfolio Theory and offers tiered fractional family office services and access to third-party managers.

Grayson Downs is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with two years of industry experience. Prior to joining 49 Financial, he held roles at Sewell Automotive Companies and Texas A&M University. Outside of his advisory work, he is also a licensed insurance agent. 49 Financial serves a diverse client base, including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services.

Mary Grace Cooper is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management. Outside of her advisory role, she is involved with Whole & Equal Co., a health and wellness company where she provides coaching and nutrition advice. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, investment management, and fractional family office services. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation with a combination of fundamental, cyclical, technical, and behavioral analysis.

Samantha Owens is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for four years. Outside of her advisory role, she is involved with Groesbeck High School as Vice President of the Class of 2015, helping to plan and organize reunions. 49 Financial serves individual and institutional clients with services including financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services along with access to third-party managers.

Kyle Sweeney is a financial advisor with 49 Financial based in Austin, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he participates as a flag runner for Dallas Cowboys home games. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning and investment management. The firm focuses on disciplined, long-term diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Blake Miller is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation. Miller joined 49 Financial in 2026 and has no prior professional experience in the financial industry. Before entering the field, Miller was employed at Tulane University and Saint Marys Hall. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term asset allocation approach based on Modern Portfolio Theory and combining multiple types of analysis.

Lincoln Rock is an investment advisor representative at 49 Financial with six years of industry experience. He has worked at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Outside of financial advising, he volunteers with 25 Giving, assisting nonprofits in developing charitable plans. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services.

Dana Cabela is a financial advisor with 3 years of industry experience, currently affiliated with 49 Financial in Austin, TX. She holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm employs a disciplined, long-term diversified asset allocation strategy that integrates fundamental, cyclical, technical, and behavioral analysis, with an emphasis on mutual funds and ETFs and periodic portfolio rebalancing.

Larissa Boyd is a financial advisor at 49 Financial based in Austin, TX. She holds a Series 65 certification and has recent experience working in education and music, including operating her own music business. Prior to joining 49 Financial in 2026, she worked in the education sector for over a decade and was involved with Texas A&M University and a community organization focused on early childhood. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial and retirement planning, investment management, and tiered fractional family office services. The firm applies a disciplined, long-term investment approach that integrates fundamental and behavioral analysis, managing model portfolios with regular oversight and rebalancing.

Timothy Rodgers is a financial advisor at 49 Financial in Austin, TX, holding a Series 66 designation with eight years of industry experience. His career includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and AXA Advisors. In addition to his advisory work, he is licensed as a fixed insurance sales agent and engages in the sale of variable products. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, offering tiered fractional family office services and access to third-party managers. The firm’s investment approach is based on diversified asset allocation grounded in a derivative of Modern Portfolio Theory, with a focus on mutual funds and ETFs and ongoing behavioral coaching.