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 with 25 years of experience, currently serving at Maslow Wealth Advisors since 2014. He is based in Austin, TX. Bennett holds passive investments in local investment companies but has no active management roles outside his advisory work. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, trusts, foundations, pension plans, and other entities. The firm employs a top-down investment process with a core-satellite approach, emphasizes tax-aware positioning and rebalancing, and serves as sub-advisor to private and insurance-dedicated funds included in client assets under management.

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.

Miguel Kane is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at dbt Labs, Ignite Media / GrowthLane, Paycom, CrowdStrike Holdings, Inc., PricewaterhouseCooper (PwC), EAE Business School, and Texas A&M University. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and institutions. The firm employs a top-down investment process combining passive and active strategies, offers access to private deals and pooled funds, and serves as a sub-advisor to private funds, incorporating these positions into client assets under management without separate advisory fees.

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®-certified financial advisor with 13 years of industry experience. She has worked with Maslow Wealth Advisors since 2016 and previously held positions at Kestra Advisory and Kestra Investment Services. Richards is based in Austin, TX. Maslow Wealth Advisors provides investment advisory and financial planning services to a diverse client base that includes high-net-worth individuals, trusts, estates, and institutional investors. The firm employs a disciplined, top-down investment process combining passive core strategies with active satellite management and serves as a sub-advisor to private and insurance-dedicated funds.

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 at Maslow Wealth Advisors in Austin, TX, with seven years of industry experience. He holds a Series 65 credential and has worked at Durbin Bennett Private Wealth Management since 2019 and previously at C3 Presents from 2015 to 2019. Maslow Wealth Advisors provides 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 follows a documented Investment Policy Statement process combining passive and active strategies, and is notable for its role as a sub-advisor to private funds and insurance-dedicated pooled vehicles.

Sebastian Teuscher is an advisor with Maslow Wealth Advisors in Austin, TX, holding a Series 66 designation and having begun his advisory career in 2026. His prior roles include positions at OpEff Technologies, MML Investors Services, MassMutual Life Insurance, and Distribution International. He also has experience related to academic and summer camp settings. Maslow Wealth Advisors provides investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm uses a documented Investment Policy Statement for each client and combines passive and active investment strategies, with oversight from an internal investment committee.

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 CFP® and CFA® with 13 years of experience in financial advisory roles. He has been with Maslow Wealth Advisors and its predecessor firm since 2015 and previously worked at Dimensional Fund Advisors. Outside of his advisory work, Seaman serves on the board of managers for Cibolo Al, LLC, a software company based in Austin, TX. Maslow Wealth Advisors serves a diverse client base including high-net-worth individuals, trusts, foundations, and pension plans, providing discretionary and non-discretionary investment advisory services. The firm employs a documented Investment Policy Statement-driven process with a core passive and satellite active strategy, incorporates tax-aware positioning, and manages both public and private assets through internal oversight and an investment committee.