Pioneer Wealth Management Group

Milad Taghehchian is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX since 2004. Outside of his advisory role, he is the owner of Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, as well as pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and offers flexible engagement models including subscription advisory services and wealth-planning options.

Anthony Guzman is a CFP® with five years of industry experience, currently serving at Pioneer Wealth Management Group since 2020. His prior roles include work at Lucien, Stirling & Gray and Dallas Independent School District. Outside of advisory work, he is involved with Xylem Finance LLC, a tax preparation business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily using ETFs and mutual funds. The firm offers a range of engagement models, including subscription advisory services and consulting for workplace retirement plans.

Christopher Cyndecki is a CFP® and CFA® with 12 years of industry experience. He has been with Pioneer Wealth Management Group since 2011. He is a 50% owner of Cyntennial Ventures LLC, an entity formed as a personal private equity investment vehicle that is currently inactive. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily constructed with ETFs and mutual funds. The firm offers various engagement models and also provides pension consulting and workplace retirement plan services.

Nicole Renaux is a CFP® professional at Pioneer Wealth Management Group in Austin, TX, with eight years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2019 and was involved with Black Star Co-op from 2011 to 2017. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, as well as pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused allocations, and offers multiple engagement models including subscription advisory services and wealth-planning options.

April Busby is a CFP® and PFS™ with four years of industry experience, currently serving at Pioneer Wealth Management Group since 2021. Prior to joining Pioneer, she worked at Karisha and spent several years at The Long Center for the Performing Arts and The University of Texas at Austin. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily constructed using ETFs and mutual funds. The firm provides a range of engagement options including subscription advisory services and consulting for workplace retirement plans.

Iza Picazo is a financial advisor at Pioneer Wealth Management Group in Austin, TX, holding a Series 65 credential with one year of industry experience. Prior to joining Pioneer Wealth Management Group, Iza worked with the Austin Independent School District and was involved with Zeds Real Fruit Ice Cream and Heb. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with a focus on long-term, globally diversified portfolios primarily using ETFs and mutual funds. The firm provides a range of engagement options, including subscription advisory services and consulting for workplace retirement plans.

Ian Tennant is a Chartered Financial Consultant (ChFC®) and holds a Series 65 license with 13 years of industry experience. He has been with Pioneer Wealth Management Group in Austin, TX, since 2012. Tennant serves as the treasurer for the Chamonix Owners Association and is a 50% owner of Cyntennial Ventures LLC, an investment vehicle for personal private equity interests with no current business activities. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, along with pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, offering factor-based and ESG-focused options, and incorporates multiple non-traditional engagement models including subscription advisory services and various wealth-planning fee structures.

Shirley Sanchez is a CFP® professional with three years of experience in financial advising, currently serving at Pioneer Wealth Management Group since 2021. Prior to her advisory role, she worked at The University of Texas at Austin for six years. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with services that include modular and comprehensive planning, ongoing asset management, and pension consulting. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and provides multiple engagement models including subscription advisory services and workplace retirement plan consulting.

Angella Welcome is a CFP® with eight years of industry experience, currently serving at Pioneer Wealth Management Group. Her prior experience includes roles at Kestra Investment Services, Dimensional Fund Advisors, and Thornburg Investment Management. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm emphasizes long-term, globally diversified portfolios primarily composed of ETFs and mutual funds, with options for factor-based or ESG-focused allocations.

Daphne Jordan is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Pioneer Wealth Management Group since 2017. Prior to this, she worked at Austin Asset Management from 2013 to 2017. Outside of her advisory role, she owns The Blossom Box LLC, a floral arranging business. Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, including pension consulting for small group 401(k) plans. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, with options for factor-based or ESG-focused strategies, and offers a variety of engagement models including subscription advisory services and consulting for workplace retirement plans.

Nicolle Yates is a Certified Financial Planner™ with four years of industry experience. She is currently with Pioneer Wealth Management Group, where she has worked for a total of two years, and previously held positions at several firms including Austin Wealth Management, Creative Planning, and ML&R Wealth Management. Outside of financial services, she has experience teaching Pilates and barre. Pioneer Wealth Management Group serves individuals, trusts, estates, and small businesses with financial planning and discretionary portfolio management. The firm employs long-term, globally diversified portfolios and offers flexible engagement models, including subscription advisory services and various wealth-planning options.