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Ralph L

Series 63, Series 65, Series 66

Austin, TX

Shadowridge Asset Management, LLC

Ralph Lebkuecher is a financial advisor at Shadowridge Asset Management, LLC with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Shadowridge, he worked at Capital Analysts, K.W. Gutshall & Associates, Lincoln Investment Planning, Inc., and Securian Financial Services. Outside of his advisory role, he serves as an elder and Stewardship Chair at Wimberley Presbyterian Church. Shadowridge Asset Management, LLC is a fee-only firm providing discretionary asset management, fixed-fee financial planning, and consulting services to individuals, institutions, and other advisors. The firm employs a customized investment process using fundamental, technical, and cyclical analysis and offers a range of portfolio management and planning solutions tailored to client objectives and risk tolerances.

Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics Approaching retirement
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David F

Series 65

Austin, TX

Shadowridge Asset Management, LLC

David Featherston is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX, holding a Series 65 credential and 13 years of industry experience. He has worked at Shadowridge since 2013 and also served in roles at Whitley and Siddons, Inc. and Urology Austin, PLLC. In addition to his advisory work, he operates as a CPA consultant. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a customized investment approach using various analysis methods and portfolio components, including mutual funds, ETFs, and options, and may engage sub-advisors and AI tools reviewed by staff.

Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics Approaching retirement
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Chad K

Series 65

Austin, TX

Shadowridge Asset Management, LLC

Chad Karnes is a financial advisor at Shadowridge Asset Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at IronBridge Private Wealth, LLC and 9 Gauge Partners. Outside of advisory work, Karnes serves as a Visiting Professor of the Practice at Texas A&M University’s Mays College of Business, where he teaches Microsoft Excel and finance topics. Shadowridge Asset Management is a fee-only firm that offers discretionary asset management, financial planning, and consulting services to individuals, institutional clients, and other advisors. The firm uses a customized investment process combining fundamental, technical, and cyclical analysis and incorporates a range of investment vehicles, while also providing access to sub-advisory arrangements and affiliated private investment products.

Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics Approaching retirement
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Laura R

CFP®, Series 66

Austin, TX

Shadowridge Asset Management, LLC

Laura Redfern is a CFP® professional with 19 years of industry experience, currently serving at Shadowridge Asset Management, LLC. She has worked at Shadowridge since 2013 and previously held roles at Lincoln Investment and Texas Restaurant Group/Panera Bread. Outside of her advisory work, she is the owner and managing member of Lotus Tribe Studios, LLC, which produces podcasts, videos, and workshops focused on the empowerment of women. Shadowridge Asset Management, LLC is a fee-only advisory firm offering discretionary asset management, fixed-fee financial planning, and consulting services to individuals, institutions, and other advisors. The firm employs a customized, discretionary investment process utilizing fundamental, technical, and cyclical analysis across a variety of investment vehicles and may engage sub-advisors and private investment vehicles as part of its approach.

Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics Approaching retirement
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Heather J

Series 65

Austin, TX

Shadowridge Asset Management, LLC

Heather Johnson is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. She holds a Series 65 designation and has one year of industry experience. Outside of her advisory role, she is the owner and executive director of CleanR, LLC, a professional cleaning services company. Shadowridge Asset Management is a fee-only firm offering discretionary asset management, financial planning, and consulting to individuals, institutions, and other advisors. The firm’s investment approach is customized and discretionary, employing a range of analytical methods and investment vehicles, including mutual funds, ETFs, and options.

Social Security optimization Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics Approaching retirement
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