Austin, Texas Metropolitan Area
Wayne has the honor and privilege of serving a select group of clients helping them build, manage, preserve and transition their wealth. His practice focuses on developing and implementing wealth management strategies that include: investments; borrowing and liability management; non-portfolio risk management; and estate planning. Wayne’s process always begins by listening and understanding his clients’ current situation, their past experiences and their goals for the future. With the information clients share with him, he utilizes Envision® to develop strategies designed to help clients achieve their goals. His advice is objective, unbiased and cost-effective and it’s delivered in plain English with minimal technical jargon. Please see the Honors and Awards section to see how I’ve been recognized by Forbes. However, Wayne was just a bit late in starting his financial practice after graduating from the University of Houston, as he played professional football for NFL Europe and the Detroit Lions. A star Linebacker on the playing field, Wayne brings a defensive-first perspective to the investment and wealth plans he designs and executes for his clients. This information is intended for use only by residents of AL, AR, AZ, CA, CO, FL, GA, IL, KY, ME, MO, NM, TX, UT. Please contact me by email [email protected] or 512-344-6713. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social