49 Financial

Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Conrad Simpson is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Vector Marketing and Lumenis, as well as involvement with Texas Christian University. Outside of advising, he works as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, diversified asset allocation using a combination of analytical approaches and manages proprietary and external model portfolios with ongoing behavioral coaching.

Micah Damrow is a financial advisor at 49 Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Purshe Kaplan Sterling Investments, Inc, AXA Advisors, and North Star Resource Group. Outside of his advisory role, he coaches high school basketball at Regents School of Austin and serves as a deacon involved in group ministry activities at The Austin Stone Community Church. 49 Financial serves a diverse clientele including individuals, trusts, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term asset allocation strategy informed by multiple analytical approaches and provides tiered fractional family office services along with access to third-party managers.

Connor Bartley is a Series 66-licensed advisor with 49 Financial in Austin, TX. He has been with Oakwood Capital Securities, Inc. since 2026 and previously held roles at Mizzen and Main, Absolute Recomp, Heaven's Bounty, and Tractor Supply Co. Bartley attended Texas Christian University from 2022 to 2026. 49 Financial serves individual and institutional clients, including retail and high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory and provides tiered fractional family office services.

Dawson Moses is a financial advisor at 49 Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience with Oakwood Capital Securities and Purshe Kaplan Sterling Investments. He also serves as a trustee on a family trust. 49 Financial serves a diverse client base including individuals, trusts, estates, and institutions, offering financial planning, retirement plan consulting, and discretionary investment management. The firm’s investment approach focuses on diversified asset allocation informed by multiple analytical methods and manages model portfolios with ongoing committee oversight.

Alexander Coggins is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Homefront Brands and the YMCA. Outside of his advisory role, he is involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term approach to diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Theodore Lisa is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 designation with one year of industry experience. His work history includes academic and hospitality roles prior to joining the firm. 49 Financial serves individual and institutional clients with financial planning, retirement-plan consulting, and investment management, using a disciplined, long-term, diversified asset allocation approach influenced by Modern Portfolio Theory. The firm offers tiered fractional family office services and employs proprietary and third-party model portfolios.

Jonathan Curry is an investment advisor representative with 5 years of industry experience, currently affiliated with 49 Financial in Atlanta, GA. He has held roles at Oakwood Capital Securities and Purshe Kaplan Sterling Investments among others. His background includes positions in both financial advisory and non-investment ventures such as moving and delivery services. 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’s approach focuses on disciplined, long-term diversified asset allocation using proprietary and external model portfolios, emphasizing mutual funds and ETFs and active client behavioral coaching.

Zachary Hawkins is a financial advisor at 49 Financial in Austin, TX, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has worked at firms including Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, he is the owner and CEO of Timeless AI, a technology and digital asset consulting firm, and also works with 25 Giving, helping to develop charitable plans for nonprofit donors. 49 Financial serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm’s investment approach centers on disciplined, long-term diversified asset allocation, combining multiple analytical methods and emphasizing mutual funds and ETFs within proprietary and third-party model portfolios.

Trevor Stepan is a financial advisor at 49 Financial in Austin, TX, holding a Series 65 license. He has experience working at Kestra Financial and American Campus Communities, alongside roles in education and property management. His background includes several years at Cornerstone Christian Schools and involvement with Lanterra Properties. 49 Financial serves individual and institutional clients with financial planning, retirement‑plan consulting, and investment management, emphasizing disciplined, long‑term diversified asset allocation based on a combination of fundamental, cyclical, technical, and behavioral analysis.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial, he held positions at Capital Square and has experience as a fixed insurance agent. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

William Couchman is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Tier One Performance and various educational institutions. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Joshua Henson is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with 49 Financial. His prior roles include positions at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. In addition to advisory services, he holds a market vice president agent role involving fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering financial planning, advanced planning, retirement consulting, and investment management. The firm follows a disciplined, long-term diversified asset allocation strategy based on modern portfolio theory and provides tiered fractional family office services alongside access to third-party managers.

Lawson Day is a financial advisor at 49 Financial based in Austin, TX. He holds the Series 65 designation and has recently begun his career in the financial industry. Prior to joining 49 Financial, he held roles at multiple companies, including Wisenbaker Builder Services and Slocum Home and Commercial Services, and has experience in education through positions at Texas A&M University and local schools. 49 Financial serves a diverse client base that includes retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans. The firm offers financial planning, advanced planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation based on Modern Portfolio Theory.

Lauren Matheu is a financial advisor at 49 Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Oakwood Capital Securities, Inc. and PKS Investments. In addition to her advisory role, Matheu provides fixed insurance services as a licensed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on disciplined, long-term diversified asset allocation. The firm provides tiered fractional family office services and access to third-party managers, combining fundamental, cyclical, technical, and behavioral analysis in its investment approach.