Austin is a Charlotte native and graduate of The University of North Carolina at Charlotte with a double major in Finance and Marketing. He served as a member of The Society for Collegiate Leadership and Achievement during his time at UNCC. Austin oversees all aspects of our investment reporting system and helps to coordinate investment strategy changes. He has a passion for following global financial markets and helping empower clients to make smart investment decisions.

Outside the office, Austin shares his free time with family, taking his daughter to parks and exploring nature trails on the weekends. He is an avid fan off all the Charlotte sports teams and enjoys getting outside to play basketball or go golfing. Austin also takes pride in being an active member of his church community.