Each of our advisors was drawn to something slightly different at WorthPointe. We take great satisfaction in giving our partners the career they dream of. Here are a few of their stories.
Advisor by day and surfer by night — Morgan is committed to balance in every area of life. He came to WorthPointe looking for a holistic, whole life approach to finance. Here, he works with busy professionals, including doctors and healthcare providers — giving them more than spreadsheets; he’s providing them the chance to sleep better at night and find balance. At WorthPointe, Morgan has the flexibility of building his career and spending time with his wife and son. A former flight officer, rock band drummer, surfer, and swimmer, he gives his clients the mental freedom to create the robust and diverse lifestyles they dream of.
Joshua comes from humble beginnings — and loves the power he has to empower others through the WorthPointe model. Putting integrity first in his outlook on life, Joshua wanted to work for with firm that wasn’t selling products on commission. He has found a home with the fiduciary responsibility model at WorthPointe and enjoys the opportunity to grow with us. He has found so much value in having a team of colleagues with world-class expertise — which allows him to focus on his specialties. Whenever Joshua can, he travels throughout his region, connecting with others and spreading the message of the WorthPointe model and values. Using his endless creativity, he is constantly creating blog posts and e-books to better equip others.
John is first and foremost a family man. It’s what drew him to WorthPointe. Thoroughly impressed by WorthPointe’s authentic people-first approach, through our model and investment philosophy, John liked the idea of building real relationships and investing in people and families for the long haul. An entrepreneur at heart, he also appreciated the sophisticated technology and professional relationships — which give him the opportunity to open new territories. Growing alongside the firm, he savors the freedom to take his family to the beach or create new traditions under the Southern California sun.
Other articles filed under Austin CFP Team Posts
April 9, 2019 - We are so happy to see WorthPointe on AdvisorHQ’s Top Financial Advisors in Austin, Texas, to partner with in 2019. As examined in the article on the Advisor HQ Website, we know it’s difficult to know where to start when...
March 27, 2019 - We are pleased to announce that Brooks Morgan was recently made a partner at WorthPointe. Brooks began his WorthPointe journey in 2011, while still a student at the University of Texas, studying finance and business administration at the Red McComb...
February 28, 2019 - Every year, the Austin Business Journal publishes its annual Book of Lists. This downloadable document or print book — both available for purchase — lists the “hottest area companies in their field” based on ranking criteria specified by field. In...
January 30, 2019 - This was the year the long, seemingly endless bull market came to a crashing halt — and U.S. investors finally, for the first time since 2008, experienced the normal definition of a bear market (down 20% from the S&P 500's...
January 23, 2019 - You’ve probably heard from the do-it-yourselfer at your office. “I just invest in the funds with the best performance.” But is this a reasonable? Though a book could be written citing numerous academic studies to address the validity of this...
- What Attracted our Advisors to WorthPointe?
- 2018 Year-End Investment Market Report