Planning Works Advisory, Inc.

Renee Harvey is a financial advisor with Planning Works Advisory, Inc. in Austin, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at Calton & Associates, Inc. and Vsr Financial Services Inc. Outside of advisory work, she volunteers as an advisor for the Chi Omega Fraternity – Iota Chapter in Austin and is involved as an independent insurance agent and sales representative for a vitamin and nutrition supplement business. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach with global diversification, utilizing mutual funds, ETFs, and fundamental analysis.

Mikiel Featherston is a financial advisor at Planning Works Advisory, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waterloo Capital Management and Calton & Associates, Inc. Outside of advisory work, he operates a consulting firm focused on business financial management, transition, and employee benefit consulting, and is also an independent insurance agent. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes global diversification based on modern portfolio theory and utilizes mutual funds, ETFs, and fundamental analysis in managing approximately $178.5 million for about 122 clients.

Timothy Sittler is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Planning Works Advisory, Inc. in Austin, TX. His prior experience includes roles at UBS Financial Services Inc., P1 Capital LLC, Waterloo Capital Management, LLC, and Calton & Associates, Inc. He is also a self-employed independent insurance agent. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs an investment approach based on modern portfolio theory, global diversification, and fundamental security analysis, managing approximately $178.5 million for around 122 clients.

Jack Switzer is a financial advisor at Planning Works Advisory, Inc. in Austin, TX, holding a Series 65 credential and beginning his advisory career in 2025. Prior to joining Planning Works Advisory, he worked in the transportation and industrial sectors, including roles at J.B. Hunt Transport and Fastenal Company. He is also an employee of Planning Works, Inc., a related entity focused on accounting and tax services. Planning Works Advisory serves individuals, families, trusts, pension and profit-sharing plans, and business clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach emphasizes global diversification and uses mutual funds and ETFs, supported by fundamental analysis and market cycle assessment.