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John C

Series 65, Series 63

Austin, TX

Kintra Wealth, LLC

John Courville is a financial advisor at Kintra Wealth, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Kintra Wealth, he worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC, and spent several years in education and health club management. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental analysis, focusing on tax efficiency and coordinated planning and investment strategies.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Daniel T

CFP®, Series 63, Series 65

Austin, TX

Kintra Wealth, LLC

Daniel Tapia is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Kintra Wealth, LLC and has previously worked at Rembrandt Financial Group LLC and LPL Financial, LLC. Outside of his advisory role, Tapia is involved in several business ventures including co-ownership of real estate rental properties and ownership of a car and scooter rental business in Tulum, Mexico. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment approach integrated with planning to optimize tax efficiency and provides specialized services such as business exit planning and sub-advisory for public ETFs.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Mickey B

CFP®, Series 66

Austin, TX

Kintra Wealth, LLC

Mickey Bryan is a CFP® professional with 18 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at LPL Financial, LLC and Rembrandt Financial Group, LLC. Kintra Wealth, LLC provides wealth management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm integrates model-driven asset allocation with fundamental security analysis, serving both retail and institutional clients while emphasizing tax efficiency and customized investment strategies.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Michaela S

Series 65

Austin, TX

Kintra Wealth, LLC

Michaela Settlemeyer is a Series 65-credentialed advisor at Kintra Wealth, LLC with one year of industry experience. Prior to joining Kintra Wealth, she worked in education for 14 years at Leander Independent School District and Trinity Episcopal School. Kintra Wealth serves a wide range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm offers wealth management, financial planning, and portfolio management services, combining client-focused planning with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and portfolio diversification.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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