“”Most complex investment concepts do not stand up to academic scrutiny and the test of time. Here is some great news: simple strategies have been, and likely will continue to be, very effective.
Kevin is responsible for advising clients for whom he is the lead financial advisor. He also manages the operations and development of the firm, and oversees all of the investments of Austin Wealth Management clients.
Kevin is on a mission to explain complex financial concepts in simple demonstrations and deliver practical advice that works for people in their daily lives. Everyone has a different level of interest in learning, ranging from “I just want to know that I am investing responsibly” to “I want to understand my risk exposures to currency movements” and everything in between, so the educational experience is designed to be adaptive to each individual.
He uses a combination of economics and psychology to help clients understand and deal with the trade-offs of important financial decisions. You won’t leave the conversation with a secret investment strategy sure to provide you with instant fortunes, but you will likely leave with a concrete understanding of how financial markets work and how to make decisions about which combination of investments is appropriate for you. Investing can be overwhelming, but after talking to Kevin you will feel relieved that there is a way to sift through the constant barrage of information and noise using a rational approach to investing.
Kevin believes that making investments with the help of a financial advisor should be more of a collaboration than a proposal. As one of his favorite philosophers, Thomas Sowell, famously said, “There are no solutions, only trade-offs.” When it comes to investing and many other decisions in life, there is no right answer. Instead, there is a range of possible decisions, each having its own range of possible outcomes. Finding the right fit takes a combination of education, effective communication and a commitment to intellectual honesty.
Schedule a Meeting with Kevin: Click Here
Background
Kevin was raised in a handful of mid-western towns, moving about every four years due to corporate consolidation during his father’s accounting career. The family finally landing in the Dallas area where he attended high school, then moved to Austin where he earned a degree in Finance at the University of Texas. He hasn’t come across a good reason to leave.
He was given an opportunity to work for National Financial Partners out of college, where he developed a consulting division and learned the good, bad, and ugly about the financial services industry. He sacrificed evenings and weekends for several years to earn the CFA designation which taught him about the investment decision making process, capital markets, ethics, and behavioral finance, which became his passion. Just after getting married and before kids, he left his career to start a financial planning business that would do something different from the norm at that time – deliver practical advice rather than focus on product sales. That business became Austin Wealth Management, LLC.
Kevin’s wife, Julie, is a scientist and administrator at the University of Texas. They have three children, Zoe, Jack, Isabel, and a Labrador Retriever named Lizzy. On the weekend, you will find this family exploring the many parks, swimming holes and trails around central Texas. His parents are retired in Georgetown, TX, and his sister is a fashion designer in Los Angeles.
Interesting facts about Kevin:
Kevin has a lifelong objective of picking up a new sport or activity every couple of years. The list includes mountain biking, trail running, kayak/canoeing, golf, windsurfing, adventure racing, boxing, parkour, rock climbing, and most recently, skateboarding (he realizes he should have started at a younger age).
- Favorites Band/Performer: Wilco
- Favorite Movie: The Big Lebowski
- Favorite Writers: Steven Pinker, Tyler Cowen
- Favorite Blog/Podcasts: EconTalk, Hardcore History
