Watercolor Financial

Megan Poore is a financial advisor with Watercolor Financial in Austin, TX, holding Series 63, 65, and 66 licenses and 23 years of industry experience. She previously worked at Northwest Asset Management and Lucien, Stirling & Gray Advisory Group, Inc. Poore serves as a congregational treasurer for Covenant Presbyterian Church and is a board member at a nonprofit organization, HopeAustin, where she engages with donors. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $185 million across about 142 client relationships using a strategic asset allocation framework and employs fundamental and cyclical analysis to monitor and rebalance portfolios.

Cathryn Grange is a financial advisor at Watercolor Financial in Austin, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwest Asset Management and Lucien, Stirling & Gray Financial Corporation. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 clients, using a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.

Hal Dobbs is a CFP® professional with over 21 years of experience in financial advising. He has worked at Watercolor Financial since 2023 and previously spent three years at Northwest Asset Management and sixteen years at Lucien, Stirling & Gray Advisory Group, Inc. in various roles. Watercolor Financial provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, high-net-worth clients, trusts, and businesses. The firm manages approximately $184.8 million across about 142 client relationships, employing a strategic asset allocation framework with diversified mutual funds and ETFs, and offers ERISA 3(38) investment manager services for employer plans.