Jeffrey Gonzales is a financial advisor at KWM Partners LLC in Austin, TX, holding Series 63, 65, and 66 licenses with 25 years of industry experience. His career includes roles at TIAA-CREF, Advice and Planning Services, Wells Fargo Clearing Services, and Trajan Wealth, L.L.C. Gonzales is also active in insurance sales through Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in its investment approach and manages portfolios on a discretionary basis with quarterly reviews.

Lauren Shanks is a financial advisor at KWM Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Faykus Financial LLC and Texas Insurance Services. Outside of her advisory role, she is co-owner of Life of Zoebear LLC, a shelter animal passion project. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques to construct portfolios managed on a discretionary basis.