Austin Asset

Samantha Gorny is a financial advisor at Austin Asset with a Series 65 designation and two years of industry experience. She has worked at Austin Asset since 2021 and has prior experience in digital marketing and hospitality. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction, guided by a CFP-led Investment Policy Committee.

William Wike is a CFP® professional with 13 years of industry experience, currently serving at Austin Asset Management Co. since 2012. He holds Series 63 and Series 65 licenses and is based in Austin, TX. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm integrates comprehensive wealth planning with discretionary portfolio management, emphasizing asset allocation and utilizing a CFP®-led Investment Policy Committee to guide its investment approach.

Gregory Van Wyk is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Austin Asset since 2010. He holds a Series 63 license and is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation as the primary driver of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Yuanyuan Che is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Austin Asset since 2022. Prior to joining Austin Asset, she worked at The Connemara Group, LLC and Blue Ocean Global Wealth, LLC. Austin Asset serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the primary driver of portfolio risk and return, supported by a CFP-led Investment Policy Committee.

Preeti Narayan is a CFP® professional with seven years of industry experience. She currently works at Austin Asset and previously held roles at CFM Wealth Partners LLC and Plante Moran Financial Advisors. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary driver of portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee that guides investment philosophy and implementation.

Jack Cowling is a CFA® charterholder with 12 years of industry experience. He has worked at Austin Asset since 2024 and previously held roles at Waterway Wealth Management, L.L.C. and Altruvista LLC. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary wealth management and comprehensive planning services. The firm focuses on asset allocation as the primary driver of portfolio risk and return, integrating planning and portfolio construction through a CFP™-led Investment Policy Committee that guides investment philosophy and implementation.

William Hehman is a CERTIFIED FINANCIAL PLANNER™ with 24 years of industry experience. He has been with Austin Asset Management Co. since 2007. Austin Asset serves a range of clients including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on asset allocation as the primary factor in portfolio risk and return, integrating planning and portfolio construction through a CFP-led Investment Policy Committee.

Jonathan Davison is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Austin Asset Management Co. since 2014. He holds the Series 66 designation and is based in Austin, TX. Austin Asset serves individuals across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation as the key driver of portfolio risk and return, and employs a CFP-led Investment Policy Committee to guide investment strategy and portfolio implementation.

Laura Stitt is a CFP® professional with three years of experience in financial advising. She has worked at Austin Asset since 2021 and previously held roles at SGH Management Company, LLC and Unity Hunt, Inc. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, with an emphasis on asset allocation guided by a CFP-led Investment Policy Committee.

Alexandra Bequette is a CFP® professional with eight years of experience in financial advising, currently with Austin Asset since 2018. She previously worked at Triad Financial Advisors and spent five years at the University of Missouri. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation through a CFP-led Investment Policy Committee that integrates planning with portfolio construction.

Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.

Alexis Garza is a CFP® professional with six years of industry experience, currently serving at Austin Asset since 2023. Prior to this, Garza worked at Charles Schwab and TD Ameritrade. Garza is a council member of the CFP Board, contributing as a subject matter expert to the development and administration of the CFP® exam. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary wealth management and comprehensive planning services. The firm emphasizes asset allocation and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.

Jamie Ileks is a CFP® professional with 13 years of experience at Austin Asset, where he has worked since 2007. He is based in Austin, TX. Austin Asset serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing discretionary wealth management, comprehensive wealth planning, and consulting services. The firm emphasizes asset allocation as the primary determinant of portfolio risk and return and integrates planning with portfolio construction through a CFP-led Investment Policy Committee.