Investment Advisor Representative
Austin joined our team in July 2022 and serves several roles within the team. Along with handling clients' everyday needs, Austin is tasked to running the Fidelity block trading software and client contact system, and analyzing fund performance for implementation into our investments strategies.
Austin graduated Dean's List from the University of the Sciences with a Bachelor of Science degree in Pharmaceutical and Business Healthcare. His specialized degree provides valuable insights and energy to our team.
Austin is licensed SIE, Series 7, Series 66, and Life and Health Insurance.
Austin is a former scholarship athlete, having played basketball his whole life. He was captain of his college basketball team. He is also an avid golfer and sports fan.