Maslow Wealth Advisors

Matthew Jachimiak is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding the CFA® designation and a Series 65 license. He has 22 years of industry experience, including 12 years with Maslow Wealth Advisors. He serves as an external board member for Christopher Investment Company, providing insight into investment management for family offices. Maslow Wealth Advisors offers investment advisory services and financial planning to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies across public and private markets, and acts as a sub-advisor to private funds.

Isaac Thompson is a CFA® charterholder and holds a Series 65 license, with eight years of experience in the financial services industry. He currently works at Maslow Wealth Advisors and has prior experience at Moontower Partners and Woods Capital Management. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive and active strategies, tax-aware positioning, and oversight by an internal investment committee.

Richard Bennett is a PFS™ credentialed advisor at Maslow Wealth Advisors with 24 years of industry experience. He has been with Durbin Bennett Private Wealth Management, LLC, doing business as Maslow Wealth, since 2014. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process featuring a core passive and satellite active strategy, with oversight by an internal investment committee and participation as a sub-advisor to private and pooled funds.

Jordan Quinonez is a CFP® and holds a Series 66 license with eight years of industry experience. He currently works at Maslow Wealth Advisors, where he has been since 2023, following roles at Charles Schwab, TD Ameritrade, and other financial firms. Quinonez has also worked in academic settings, including San Diego State University and Sciences Po. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process combining passive and active strategies and is notable for its role as a sub-advisor to private and insurance-dedicated funds.

Paul Lueb Jr. is a CFP® professional with 18 years of experience at Maslow Wealth Advisors in Austin, TX. He has been with the firm since 2008. Outside of his advisory role, he manages investment interests in a whiskey distillery through 13-4 Whiskey D LLC and provides information to passive investors in related entities. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services, serving individuals, trusts, estates, foundations, pension plans, and organizations. The firm employs a documented Investment Policy Statement-driven approach, combining passive core strategies with active satellite allocations, and oversees client portfolios that include public and private equities, fixed income, real assets, and alternatives.

Kevin Tiernan is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Dimensional Fund Advisors LP for seven years before joining Maslow Wealth Advisors, where he has been since 2022. Outside of advising, he is an equity owner of a software company and is involved in overseeing its sales initiatives. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, trusts, foundations, pension plans, charitable organizations, corporations, and other advisers. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing and tax-aware positioning, and it serves as a sub-advisor to certain private funds.

Alfred Frey III is a CFP® and PFS™ with 24 years of industry experience, currently serving at Maslow Wealth Advisors. He previously worked at ML & R Wealth Management, LLC and Maxwell Locke & Ritter LLP for over two decades. In addition to his advisory role, he is the owner of Fred Frey CPA, LLC, providing tax compliance services. Maslow Wealth Advisors offers investment advisory services, financial planning, and consulting to a broad client base including high-net-worth individuals, institutions, and foundations. The firm employs a top-down investment approach combining passive and active strategies, with oversight from an internal investment committee, and is known for acting as a sub-advisor to private funds integrated into client portfolios.

Elizabeth Richards is a CFP® professional with 12 years of industry experience. She has been with Maslow Wealth Advisors since 2016, contributing to the firm’s services from its formation as Durbin Bennett Private Wealth Management. Maslow Wealth Advisors offers investment advisory and financial planning services to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing and tax-aware positioning.

Angela Smith is a financial advisor at Maslow Wealth Advisors in Austin, TX, with 16 years of industry experience. She holds the CFP® designation and has worked at Maslow since 2017, following prior roles at Snow Garrett Wealth Management and LPL Financial. Maslow Wealth Advisors provides investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, and institutions. The firm employs a top-down investment process centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on tax-aware positioning and rebalancing.

Jay Gokhale is a Certified Financial Planner® with eight years of industry experience. He is currently with Maslow Wealth Advisors in Austin, TX, where he has worked since 2022 following positions at BBR Partners, LLC and Redbud Advisors. His background includes roles at Capital Group Companies and The University of Texas at Austin. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm utilizes a top-down investment process guided by personalized Investment Policy Statements, blending passive and active strategies and managing portfolios that may include public and private equities, fixed income, real assets, and alternatives.

Taylor Bennett is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation and six years of industry experience. Prior to joining Maslow, Bennett worked at Durbin Bennett Private Wealth Management and C3 Presents. Maslow Wealth Advisors offers investment advisory and financial planning services to a range of clients including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a documented Investment Policy Statement process, blending passive and active strategies, and serves as a sub-advisor to private funds while managing client portfolios through independent managers.

Alexandra Russell is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding Series 63 and Series 65 credentials with nine years of industry experience. She previously worked at UBS from 2015 to 2019 before joining Maslow Wealth in 2021. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including high-net-worth individuals, trusts, foundations, pension plans, and corporations. The firm employs a top-down investment process incorporating both passive and active strategies, emphasizing tax-aware positioning and rebalancing, and is notable for its role as a sub-advisor to private funds included in client assets under management.

Daniel Kaufman is a CFP® and CFA® affiliated with Maslow Wealth Advisors in Portland, OR, with four years of industry experience. He has worked at Durbin Bennett Private Wealth Management (dba Maslow Wealth) since 2022. Prior to that, he held positions at Staffing Solutions Organization, The Shop, and participated in a Study Abroad Program. Maslow Wealth Advisors offers discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm implements a documented Investment Policy Statement for each client, combining passive and active strategies, and serves as an investment sub-advisor to private and insurance-dedicated funds.

Tylor Seaman is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding CFP® and CFA® credentials with 12 years of industry experience. He has been with Maslow Wealth, formerly Durbin Bennett Private Wealth Management, since 2015. Seaman serves on the board of managers for Cibolo AI, a software company based in Austin. Maslow Wealth Advisors provides investment advisory services and financial planning to a broad client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on customized Investment Policy Statements and manages portfolios using a core (passive) and satellite (active) strategy, including access to private deals and pooled funds.

Joseph Zaghrini is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential. He has approximately one year of industry experience, including time at Maslow Wealth Advisors and prior roles at firms such as WOLF and Beyond Finance. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services to a diverse client base including individuals, trusts, foundations, and pension plans. The firm employs a top-down investment approach centered on customized Investment Policy Statements, combining passive and active strategies with an emphasis on rebalancing, tax-aware positioning, and net returns.