Welcoming Wes Gallup, CFP®

November 20, 2017  | By Kevin Smith

Wes Gallup is a new Partner at Austin Wealth Management, and we are thrilled to have him on the team. He is leading our efforts in 401(k) plan services for small and mid-sized businesses. In this capacity, he is working with employers to help design and manage 401(k) plans for their employees. We will formally launch this new and improved service in the coming weeks.

(Note: this 401(k) service is for employers. As recently announced, we also offer 401(k) account management as a separate service for employees.)

Wes and I attended the University of Texas McCombs School of Business together in the early 2000s, but did not know each other at the time. We met over coffee about a year ago and realized we share a common vision for wealth management services that focuses on putting clients first and delivering real value.

He has a background in accounting, investment banking, private equity, and was most recently COO of a Los Angeles-based investment advisory firm. In addition to leading our 401(k) plan services, Wes will take charge of our internal operations and regulatory compliance.

Wes and his wife are excited to raise their two sons in Austin, close to their families and their roots. Please join us in welcoming them back to Texas!

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Kevin X. Smith, CFA
512.467.2003   |  [email protected]

Kevin is on a mission to find better ways to explain complex concepts in increasingly simple and meaningful demonstrations. Everyone has a different level of interest in learning about investing – ranging from “I just want to know that I…Read More

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