49 Financial

Matthew Sims is a financial advisor with 21 years of industry experience, currently practicing at 49 Financial in Austin, TX. He holds the Series 66 designation and has held prior roles at Oakwood Capital Securities, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Axa Advisors. Outside of his advisory work, he contributes as a contractor to 25 Giving, a nonprofit consulting organization that helps develop charitable plans for donors of nonprofits. 49 Financial provides advisory services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, utilizing proprietary model portfolios and third-party managers, with oversight from an internal Investment Committee.

Conrad Simpson is a Series 65-licensed advisor at 49 Financial with one year of industry experience. Prior to joining 49 Financial, he held roles at Vector Marketing, Lumenis, and several other companies across various sectors. 49 Financial provides advisory services to individuals, trusts, corporations, and charitable organizations, offering financial planning, investment management, retirement plan consulting, and fractional family office services. The firm manages approximately $871 million in client assets and employs a disciplined, long-term diversified asset allocation strategy informed by Modern Portfolio Theory.

Micah Damrow is a financial advisor with 6 years of industry experience, currently with 49 Financial. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Inc and Axa Advisors, LLC. Outside of his advisory role, he coaches high school basketball and serves as a deacon involved in group ministry at a local church. 49 Financial serves a diverse client base including individuals, trusts, corporations, and charitable organizations, providing financial planning, investment management, retirement consulting, and family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy using both proprietary and third-party model portfolios.

Dawson Moses is a financial advisor with 4 years of industry experience, currently affiliated with 49 Financial and Oakwood Capital Securities, Inc. He holds Series 63 and Series 65 credentials. Prior to his advisory roles, his work history includes positions at Purshe Kaplan Sterling Investments and AT&T. Outside of his advisory work, he serves as a trustee on a relative’s trust. 49 Financial provides advisory services to individuals, trusts, estates, corporations, pension plans, and charitable organizations, managing approximately $871 million in client assets. The firm employs a disciplined, long-term diversified asset allocation strategy informed by Modern Portfolio Theory and offers a range of services including financial planning, investment management, and family office solutions.

Alexander Coggins is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 designation. He has been with 49 Financial since 2025 and has prior experience in fixed insurance sales. 49 Financial provides advisory services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and offers a range of financial planning and investment management services.

Austin Thompson is a financial advisor at 49 Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, 49 Wealth Management, Equitable Advisors, Axa Advisors, AVINEXT, and Texas A&M University. 49 Financial provides advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $871 million in client assets and employs a disciplined, long-term diversified investment approach based on Modern Portfolio Theory, utilizing proprietary and third-party model portfolios.

Jonathan Curry is a financial advisor with 49 Financial in Atlanta, GA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advising, he is also licensed to sell fixed insurance products. 49 Financial serves a diverse client base including individuals, trusts, corporations, and charitable organizations, providing comprehensive financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and integrates proprietary and third-party model portfolios.

Zachary Hawkins is a financial advisor at 49 Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of advisory services, Hawkins is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and also contributes to charitable planning through 25 Giving. 49 Financial provides advisory services to individuals, trusts, corporations, pension plans, and charitable organizations, managing approximately $871 million in client assets. The firm employs a disciplined, long-term investment approach using diversified asset allocation and proprietary model portfolios, supporting 128 advisors and offering a range of financial planning and family office services.

Theodore Grant III is a financial advisor at 49 Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in structured settlement annuity planning for personal injury clients through Brant Hickey. 49 Financial serves a diverse client base including individuals, trusts, corporations, and charitable organizations, offering a range of financial planning and investment management services. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory, utilizing proprietary and third-party model portfolios.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 designation. He has been with 49 Financial since 2025 and has prior experience at Capital Square and other roles outside the financial industry. He is also a licensed insurance agent. 49 Financial provides advisory services to a broad client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a disciplined, long-term diversified investment approach using proprietary and third-party model portfolios, and offers a range of services such as financial planning, investment management, retirement consulting, and fractional family office solutions.

Joshua Henson is a financial advisor at 49 Financial with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory role, Henson is involved in fixed insurance sales and serves as Market Vice President Agent. 49 Financial provides advisory services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory, utilizing proprietary and third-party model portfolios across various asset classes.

Lauren Matheu is a financial advisor at 49 Financial in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and PKS Investments, as well as teaching experience at the University of Florida and local schools. She also provides fixed insurance services as part of her work with 49 Financial. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and charitable organizations, offering comprehensive financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and utilizes proprietary and third-party model portfolios.

Paul Wedge is a financial advisor at 49 Financial in Atlanta, GA, holding a Series 65 credential with one year of industry experience. Prior to joining 49 Financial, he worked briefly at Robert W. Baird & Co. He is also a licensed fixed insurance agent. 49 Financial provides advisory services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm employs a disciplined, long-term investment approach centered on diversified asset allocation and incorporates a range of portfolio management strategies and behavioral coaching.

Neil Tjon Hing is an investment advisor representative at 49 Financial with 11 years of industry experience. He has held positions at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to his advisory role, he is involved in fixed insurance sales. 49 Financial serves a diverse client base including individuals, trusts, corporations, and charitable organizations, providing financial planning, investment management, retirement plan consulting, and family office services. The firm employs a disciplined, long-term diversified asset allocation strategy incorporating proprietary and third-party model portfolios.

Connor Bradley is an investment advisor representative at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oakwood Capital Securities, Inc., Purshe Kaplan Sterling Investments, and Thrivent Advisor Network, LLC. Outside of his advisory role, Bradley is also involved in fixed insurance sales and real estate transactions through Alequin Properties. 49 Financial provides advisory services to a diverse client base, including individuals, trusts, corporations, and charitable organizations, offering financial planning, investment management, retirement plan consulting, and fractional family office services. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory, utilizing both proprietary and third-party model portfolios.