“I believe the foundation of a strong financial plan starts with a robust risk management plan in place. By addressing the defensive side of financial planning, I hope to ensure my clients’ long-term success.”
Austin began his career in the financial services industry as an advisor with Northwestern Mutual. He joined Baird in 2021, bringing extensive financial planning knowledge and experience to both his team and their clients.
Austin graduated from Wake Forest University with a degree in economics in 2014. A CERTIFIED FINANCIAL PLANNER® professional, Austin helps clients navigate complex financial issues and offers them a roadmap towards financial stability, which covers everything from risk management planning and tax strategies to retirement and education planning. He also earned his Certification in Long-Term Care (CLTC®) designation in 2017 and became a board-certified financial planner in 2018.
Austin is a member of multiple charities and professional organizations, including Tampa Connections, Hands Across the Bay, the Humane Society of Tampa Bay and Champa Bay's Innovation Council. In his free time, Austin enjoys playing basketball and jamming on the guitar. He and his wife, Kristi, live in Waterset with their two sons and three cats.