Austin Wealth Management, LLC

Kevin Smith is a financial advisor at Austin Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Austin Wealth Management and Purshe Kaplan Sterling Investments since 2014. In addition to his advisory role, he is an independent broker for life, disability, and long-term care insurance. Austin Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm employs a planning-first model and uses diversified, model-based portfolio allocations informed by modern portfolio theory, offering both discretionary and non-discretionary management.

Carlos Cardenas is a financial advisor at Austin Wealth Management, LLC with a Series 65 credential and experience dating back to 2018. He previously worked at White Tiger Capital, LLC and has been involved with Alamo Fine Art. Outside of advising, he serves as a property manager for a San Antonio-based real estate business. Austin Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm follows a planning-first model and utilizes diversified, model-based portfolio management combined with ongoing plan updates and coordination with other professionals.

David Lowe is a CFP® professional with five years at Austin Wealth Management, LLC and over 19 years associated with Hill Country Publishing Co., Inc. He is based in Austin, TX, and has two years of industry experience. Austin Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans, managing approximately $766 million in assets with a team of ten advisors. The firm emphasizes a planning-first approach, combining comprehensive financial planning with ongoing wealth management and diversified, model-based investment strategies.

Manisha Gupta is a CFP® professional with three years of experience in financial advising, currently serving at Austin Wealth Management, LLC. Prior to joining the firm, she worked with the Round Rock Independent School District. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm employs a planning-first model, combining comprehensive financial plans with ongoing wealth management and utilizes diversified, model-based investment strategies.

Parker Manson is a financial advisor at Austin Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Orion Portfolio Solutions, Facet Wealth, and Capital Directions. Austin Wealth Management, LLC serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans, managing approximately $766 million in assets with a team of ten advisors. The firm emphasizes a planning-first approach, combining comprehensive financial planning with ongoing wealth management and diversified, model-based investment strategies.

Michael Mcdougald is a CFP® with 27 years of industry experience, currently serving at Austin Wealth Management, LLC. He has worked at Austin Wealth Management since 2021 and has been affiliated with LPL Financial since 2015. Outside of advisory work, he is involved with ABG Consulting, a business entity connected to LPL Financial. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts and estates, and small-business retirement plans. The firm manages approximately $766 million in client assets with a team of ten advisors and follows a planning-first model that combines comprehensive financial planning with ongoing wealth management and diversified, model-based portfolio management.

Derek Ripp is a CFP® professional with 23 years of experience in financial advisory. He has been with Austin Wealth Management, LLC since 2015, where he is part of a team of ten advisors based in Austin, TX. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts and estates, and small-business retirement plans. The firm employs a planning-first model and uses diversified, model-based portfolio management informed by multiple analytical approaches, while also offering specialized fiduciary retirement plan advisory services and sub-advisory support to other registered advisers.

Daniel Davila III is a financial advisor at Austin Wealth Management, LLC with 33 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Austin Wealth Management since 2014, with prior experience at Purshe Kaplan Sterling Investments and DK Partners, PC. Outside of his advisory role, he is involved in pharmaceutical sales and roofing and construction businesses, serving as secretary and treasurer for both. Austin Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm employs a planning-first approach and utilizes diversified, model-based portfolio management supplemented by various analytical methods, offering both discretionary and non-discretionary management.

John Toungate is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Austin Wealth Management, LLC since 2019 and previously worked at UBS Financial Services from 2014 to 2019. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and emphasizes a planning-first approach combined with diversified, model-based portfolio management.

Anna Bell Gall is a financial advisor at Austin Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at The University of Texas at Austin's Energy Institute and LBJ School of Public Affairs, as well as SKDKnickerbocker. Austin Wealth Management serves individuals, high-net-worth clients, trusts, estates, and small-business retirement plans with a planning-first approach that combines comprehensive financial planning and ongoing wealth management. The firm employs diversified, model-based portfolio management and offers specialized fiduciary retirement plan advisory services to small businesses and serves as a sub-advisor to other registered advisers.

Nicolle Yates is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Austin Wealth Management, LLC and has previously worked at Creative Planning, ML&R Wealth Management, and several other firms. Outside of finance, she has experience working at Todd Pilates and Barre and Westwood Country Club. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans, managing approximately $766 million in client assets. The firm follows a planning-first model, combining comprehensive financial planning with ongoing wealth management, and offers specialized fiduciary retirement plan advisory and sub-advisory services.

Erin Hay is a CFA® charterholder with 13 years of industry experience. She is currently with Austin Wealth Management, LLC, where she has worked since 2026. Prior to that, she was with Monument Wealth Management for seven years and Compass Point Research & Trading, LLC for three years. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm employs a planning-first approach, combining comprehensive financial plans with ongoing wealth management and using diversified, model-based portfolio allocations informed by multiple analytical methods.