Austin Wealth Management, LLC

Kevin Smith is a financial advisor with Austin Wealth Management, LLC, holding a Series 66 credential and 22 years of industry experience. He has been with Austin Wealth Management and Purshe Kaplan Sterling Investments since 2014. In addition to his advisory role, he works as an independent broker for life, disability, and long-term care insurance. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm uses a systematic, research-based investment approach that combines diversified model portfolios with fundamental, technical, and cyclical analyses, and offers both discretionary management and sub-advisory services.

Carlos Cardenas is a financial advisor at Austin Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at White Tiger Capital, LLC for five years. Outside of his advisory role, he serves as a property manager for a San Antonio-based real estate business. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm employs a research-driven investment process using diversified model portfolios combined with fundamental, technical, and cyclical analysis, and manages over $1 billion in client assets without a formal account minimum.

David Lowe is a CFP® professional with 5 years at Austin Wealth Management, LLC and 19 years of experience at Hill Country Publishing Co., Inc. He has a total of 24 years in his career. Austin Wealth Management is a registered investment adviser serving individuals, trusts, estates, and small business retirement plans. The firm employs a research-driven, systematic approach with diversified model portfolios and integrates financial planning with discretionary investment management, managing over $1 billion in client assets without a formal account minimum.

Manisha Gupta is a CFP® professional at Austin Wealth Management, LLC with four years of industry experience. She has been with Austin Wealth Management since 2020 and previously worked for the Round Rock Independent School District from 2016 to 2018. Austin Wealth Management serves individuals, trusts, estates, and small business retirement plans, offering financial planning, discretionary investment management, and sub-advisory services. The firm employs a research-driven approach using diversified model portfolios along with fundamental and technical analysis, managing over $1 billion in client assets without a formal account minimum.

Michael Mcdougald is a CFP® professional with 27 years of industry experience. He is currently with Austin Wealth Management, LLC and has also worked with LPL Financial. Austin Wealth Management serves individuals, trusts, estates, and small businesses with comprehensive financial planning, wealth management, and sub-advisory services. The firm utilizes a research-based investment process featuring diversified model portfolios, fundamental and technical analysis, and may delegate specialized management to sub-advisors.

Derek Ripp is a CFP® professional with 23 years of experience in financial advising. He has been with Austin Wealth Management, LLC since 2015. Austin Wealth Management serves individuals, trusts, estates, and small business retirement plans, offering comprehensive financial planning, discretionary investment management, and sub-advisory services. The firm uses a systematic, research-based investment approach that incorporates diversified model portfolios, fundamental and technical analysis, and modern portfolio theory.

Daniel Davila III is a financial advisor with Austin Wealth Management, LLC in Austin, TX, holding a PFS™ designation and a Series 63 license. He has 34 years of industry experience, including positions at Purshe Kaplan Sterling Investments and extensive involvement with DK Partners, PC. Outside of advisory work, he holds roles in pharmaceutical sales and roofing and construction companies and manages a family-owned investment partnership. Austin Wealth Management serves individuals, trusts, estates, and small businesses with financial planning, wealth management, and retirement plan advisory services. The firm employs a research-driven, systematic investment approach that combines diversified portfolios with fundamental, technical, and cyclical analyses, and manages over $1 billion in client assets.

John Toungate is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Austin Wealth Management, LLC since 2019 and previously worked at UBS Financial Services for five years. Austin Wealth Management is a registered investment adviser serving individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm employs an investment approach that combines academic research, systematic low-cost diversified portfolios, in-house fundamental analysis, and modern portfolio theory, offering both comprehensive financial planning and discretionary investment management.

Anna Bell Gall is a financial advisor at Austin Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at the University of Texas at Austin in roles at the Energy Institute and the LBJ School of Public Affairs. Austin Wealth Management serves individuals, high-net-worth clients, trusts, estates, and small businesses with retirement plan advisory services. The firm utilizes a systematic, research-driven investment process incorporating diversified model portfolios, fundamental analysis, and modern portfolio theory, and manages over $1 billion in client assets.

Erin Hay is a CFA® charterholder with 14 years of industry experience. She currently works at Austin Wealth Management, LLC and previously was with Monument Wealth Management and Compass Point Research & Trading, LLC. Austin Wealth Management serves individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm uses academic research and systematic, low-cost, diversified model portfolios combined with fundamental, technical, and cyclical analysis to manage client accounts.