Maslow Wealth Advisors

Matthew Jachimiak is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Maslow Wealth Advisors since 2014. Outside of his primary role, he serves as an external board member for Christopher Investment Company, providing insight on family office investment management. Maslow Wealth Advisors offers investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach and actively incorporates third-party managers and alternative strategies to manage risk and pursue returns.

Isaac Thompson is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Moontower Partners and Woods Capital Management, as well as work at Texas Christian University. Maslow Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach, incorporating tactical shifts, disciplined rebalancing, and tax-aware asset placement to manage risk and pursue returns across diversified portfolios.

Richard Bennett is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Durbin Bennett Private Wealth Management, LLC dba Maslow Wealth since 2014. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach with a focus on diversified portfolios that include traditional and alternative assets, and serves in active subadvisory and manager-of-managers roles.

Jordan Quinonez is a CFP® with seven years of industry experience, currently serving at Maslow Wealth Advisors since 2023. His prior experience includes roles at Charles Schwab, TD Ameritrade, Western and Southern Life, LPL Financial, Sciences Po, and Wells Fargo. Quinonez is also a licensed insurance agent. Maslow Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach and offers access to alternative strategies through an active subadvisory role and private investment funds.

Paul Lueb is a CFP® with 18 years of experience in financial advising, currently serving at Maslow Wealth Advisors since 2008. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Paul is involved as a manager and passive investor in investment companies related to a whiskey distillery. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach with tactical adjustments and incorporates third-party managers and alternative strategies to manage risk and pursue returns.

Kevin Tiernan is a financial advisor at Maslow Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors LP for seven years. Outside of his advisory role, Tiernan is an equity owner in a software company involved in sales initiatives. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach and serves as a subadvisor to insurance-dedicated fund series while offering access to private lending and alternative investments.

Mia Garland is a financial advisor at Maslow Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Maslow, she held roles at Moondance Adventures, AlphaSights, and Vermillion, and she completed her studies at the University of North Carolina. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm uses a top-down, core-and-satellite investment approach and incorporates third-party managers and alternative strategies to manage risk and enhance returns.

Alfred Frey is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently with Maslow Wealth Advisors and also owns Fred Frey CPA, LLC, a tax compliance service. His prior experience includes over two decades at ML & R Wealth Management and Maxwell Locke & Ritter LLP. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach with a focus on risk management, tax-aware asset placement, and access to third-party managers and alternative strategies.

Elizabeth Richards is a CFP® professional with 12 years of industry experience. She has been with Maslow Wealth Advisors since 2016 and previously worked at several firms including Kestra Advisory Services and National Financial Partners. Richards holds the Series 66 designation and is based in Austin, TX. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach with a focus on risk management and tax-aware asset placement, incorporating third-party managers and alternative strategies.

Angela Smith is a CFP® professional with 15 years of experience in financial advising. She has worked at Maslow Wealth Advisors since 2017 and previously held roles at Snow Garrett Wealth Management and LPL Financial LLC. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach that incorporates tactical shifts, disciplined rebalancing, and tax-aware asset placement, using both traditional and alternative strategies.

Jay Gokhale is a CFP® with seven years of industry experience, currently serving as a financial advisor at Maslow Wealth Advisors in Austin, TX. He has held positions at several firms, including Bbr Partners, Redbud Advisors, and Capital Group Cos. Maslow Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach with an emphasis on tactical shifts, disciplined rebalancing, and tax-aware asset placement.

Taylor Bennett is a financial advisor at Maslow Wealth Advisors in Austin, TX, holding a Series 65 credential with six years of industry experience. He has worked at Durbin Bennett Private Wealth Management since 2019 and previously at C3 Presents from 2015 to 2019. Outside of advising, Bennett is a passive investor in 13-4 Whiskey LLC. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and institutional clients. The firm employs a top-down, core-and-satellite investment approach with a focus on tactical shifts, disciplined rebalancing, and tax-aware asset placement, incorporating a range of asset classes and third-party managers.

Alexandra Russell is a financial advisor at Maslow Wealth Advisors in Austin, TX, with eight years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS from 2015 to 2019. Since 2021, she has been with Maslow Wealth Advisors. Maslow Wealth Advisors provides investment management, financial planning, and consulting services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach with an emphasis on tactical shifts, disciplined rebalancing, and tax-aware asset placement.

Daniel Kaufman is a financial advisor at Maslow Wealth Advisors in Portland, OR, holding a Series 65 designation with three years of industry experience. Prior to joining Maslow Wealth Advisors, he worked in staffing and retail sectors and has academic experience from Binghamton University and Hendrick Hudson High School. Maslow Wealth Advisors offers investment management, financial planning, and consulting services to a range of clients including individuals, trusts, and institutional investors. The firm employs a top-down, core-and-satellite investment approach with a focus on risk management, diversified portfolios, and incorporating alternative strategies through an active subadvisory and manager-of-managers model.

Tylor Seaman is a CFP® and CFA® with 12 years of industry experience, currently serving at Maslow Wealth Advisors since 2015. He is involved as a board member of Cibolo AI, a software company based in Austin, TX. Maslow Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, consulting, and selection-and-monitoring services to individuals, trusts, foundations, pension plans, and other institutional clients. The firm employs a top-down, core-and-satellite investment approach with active subadvisory roles and incorporates a range of traditional and alternative strategies to manage risk and pursue net returns.