Overview
Austin has been with CliftonLarsonAllen Wealth Advisors since May 2019. Before joining CliftonLarsonAllen Wealth Advisors, Austin worked at Primerica for a year, helping families and young individuals create financial plans in order to identify investment and insurance solutions to help them reach their goals. This experience gave him a foundation for holistic financial planning that he will continue to build on at CLA.
Education
Austin received a Bachelor of Business Administration in Business Finance from the University of Wisconsin €“ Eau Claire in December of 2019. At the University, Austin was a director on the board of Blu's Gold, an organization centered around building financial literacy on the campus of UWEC as well as in the community of Eau Claire. He was also a senior analyst of the student-managed investment portfolio and to start an organization focused on teaching students about wealth advisory career opportunities as part of an effort to make the University of Wisconsin €“ Eau Claire a CFP® chartered school. Austin is continuing his education by studying to become a CFP® professional.