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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Austin Office

David Rodriguez, CFP®


(512) 280-0920

(512) 879-6873

David Rodriguez is CERTIFIED FINANCIAL PLANNER™ practitioner who started working in the investment industry in 1996. He earned a BBA with a Major in Accounting from Texas State University in 1995 and earned his CFP ®...

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Houston Office

Andrew Mulder, AIF®, CRPS®

Accredited Investment Fiduciary® Chartered Retirement Plans Specialist

(281) 762-2073

(281) 248-2138

Andrew Mulder is passionate about helping individuals, small businesses, and non-profits achieve their financial goals. He gives clients customized and comprehensive advice about asset allocation, risk tolerance and investment...

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