Years of Experience
5-20+ Years
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Laura Redfern is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. Laura has been working in the financial industry since 2002. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist. Laura specializes in financial planning, retirement consultations, and portfolio management for both individuals and small business owners. Shadowridge Asset Management, LLC provides financial planning, portfolio management, pension consulting, and a selection of other advisory services.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Kyle Reese started Sprout Capital Management to help busy professionals gain peace of mind over their finances. Through planning and approaching investment risk head-on, Kyle helps his clients focus on what is most important to achieve their financial goals. Kyle pursued an early career as a commodities trader at Citigroup, and as a quantitative research analyst for Fortune 500 energy companies and a hedge fund. Kyle continues to lean on his wealth of experience, such as risk management and portfolio construction, when working with clients to manage their finances. Kyle received an MBA from the McCombs School of Business at the University of Texas in Austin. Before that, Kyle received a Bachelor of Science in Mechanical Engineering from Oregon State University. Kyle lives in Austin, Texas. When he is not working, he is helping his wife chase around their two young children.
SPECIALIZATIONS
Austin, TX
11 Years Experience
0 Disclosures
ADVISOR BIO
Alan Shaw is a registered investment advisor representative with J.p. Morgan Securities LLC. Alan is licensed to provide investment advice in the state of Texas and has been working in the industry since August 2013. Alan has passed the Series 63, Series 65 and Series 7 exams.
SPECIALIZATIONS
CHARLOTTE, NC
6 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Barker is a financial advisor with over 6 years of experience in the industry. Matthew is currently registered with Wells Fargo Securities, LLC. Matthew has previously been registered with a variety of firms over their career. Matthew has passed the Series 63, Series 79TO, SIE exams. Matthew also holds the no known designation. Matthew specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
AUSTIN, TX
15 Years Experience
0 Disclosures
ADVISOR BIO
Gabriel Medina is an investment advisor representative registered with Realized Financial, Inc. Gabriel has been in the securities industry since March 4, 2010, and has held registrations in 51 states, in addition to the District of Columbia. Gabriel has passed the Series 7, Series 63, Series 66, Series 79TO, and Series 24 exams, and has specializations in portfolio management for other RIA and BD, financial planning, and educational seminars. Gabriel was previously registered with KESTRA INVESTMENT SERVICES, LLC. In addition to Gabriel's work with Realized Financial, Inc., Gabriel is also involved in real estate and has experience in DJing for small events.
SPECIALIZATIONS
AUSTIN, TX
1 Years Experience
0 Disclosures
ADVISOR BIO
Brandon Armas is a financial advisor with over 1 years of experience in the industry. Brandon is currently registered with J.p. Morgan Securities LLC. Brandon has previously been registered with a variety of firms over their career. Brandon has passed the Series 63, Series 6TO, SIE exams. Brandon also holds the no known designation. Brandon specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
AUSTIN, TX
11 Years Experience
0 Disclosures
ADVISOR BIO
Erik Engh is a financial advisor with Eagle Strategies LLC, registered in the state of Texas since 2013. Erik has been active in the industry since 2013 and holds Series 6, 7, and 66 securities licenses, as well as a Series 63 license. Erik has a strong background in the financial services industry and focuses on providing financial planning, pension consulting, and investment management services. Erik Engh is also a licensed insurance broker.
SPECIALIZATIONS
Austin, TX
9 Years Experience
0 Disclosures
ADVISOR BIO
David Van Winkle is a financial advisor who has been in the industry since September 2015. David is a registered representative of Edward Jones and provides financial advice to individuals, families, and businesses. David holds Series 7, 66, and SIE licenses, and is registered in multiple states. David is passionate about helping clients achieve their financial goals and provides a wide range of services including financial planning, portfolio management, and retirement planning.
SPECIALIZATIONS
Austin, TX
2 Years Experience
0 Disclosures
ADVISOR BIO
Mitchell Boyum is a financial advisor with over 2 years of experience in the industry. Mitchell is currently registered with Charles Schwab & CO., Inc.. Mitchell has previously been registered with a variety of firms over their career. Mitchell has passed the Series 63, Series 7TO, SIE exams. Mitchell also holds the no known designation. Mitchell specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
SPECIALIZATIONS
AUSTIN, TX
9 Years Experience
0 Disclosures
ADVISOR BIO
Jason Blackwell is a financial advisor with Great Point Capital LLC in Austin, TX. Jason has been in the financial industry since 2001 and holds the Series 7, Series 55, Series 57TO and SIE licenses. Jason previously worked at Kershner Trading Group, LLC and Momentum Securities, L.L.C.
SPECIALIZATIONS
No specializations listed.
