Austin has over 13 years of investment experience in the financial services industry and retirement plan industry. Austin holds the Chartered Retirement Planning Specialist designation where he is responsible for providing investment advisory, education, and planning services to his retirement plan clients and their employees. Austin has been appointed a Senior Retirement Plan Consultant granting him authority to act in a fiduciary capacity for his ERISA clients. This program is comprised of a subset of the firm's advisors who, because of their demonstrated experience and knowledge, are authorized to provide advisory services to defined contribution retirement plans. RPCS includes services that address three primary needs of defined contribution clients: provider search, investment consulting, and employee education consulting.

Austin is also certified as a Portfolio Manager in the UBS Portfolio Management Program (PMP), a personalized, discretionary investment management program. His role focuses on client wealth management, asset allocation and manager selection.

 Austin earned a B.S. in Business at Middle Tennessee State University. He currently resides in Franklin, TN with his family.

• Chartered Retirement Plan Specialist (CRPS)
• UBS Top 35 Under 35, 2017, 2018, 2019

• Series 7, General Securities Representative
• Series 63, Investment Advisor Representative
• Series 65, Uniform Securities State Agent

AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY