Our Team

Matt Williams Headshot

Matt Williams, CFP®


Since joining the financial services industry in 2007, Matt has developed his business to offer creative and innovative investment, financial, business succession, and estate planning solutions to a diverse client base of entrepreneurs, business owners, professionals, and their families in Austin and around the country. Matt has worked with companies on the Austin Business Journal’s “Fast 50” list, Inc 5000, and Inc 1000 companies.

Matt is a CERTIFIED FINANCIAL PLANNER™ CFP® PROFESSIONAL and recognizes and abides by the strict duties, obligations, and practice standards outlined by the CFP Board; in how he serves his clients and in the profession of financial planning.

Education and Designations

Affiliations

Speaking Engagements

Community Involvement

Ten Fun Facts

Stacy Weeks Headshot

Stacy Weeks, J.D. LSA

Client Support Manager & Licensed Service Assistant


Stacy is a senior-level Executive Assistant with more than 15 years’ experience supporting business owners and executives. A retired lawyer, Stacy now uses her skills in strategic planning, process organization and office management to help businesses to meet their service and growth goals. Stacy excels in supporting clients as well, bringing a friendly and compassionate touch coupled with diligent follow up to help clients complete necessary tasks and paperwork.

Outside of work, Stacy likes to spend time outdoors hiking, paddle-boarding, camping and biking. She has two grandchildren and several dog-friends that she cares for regularly.



*Matt is a Nautilus Member Agent. The Nautilus Group® is a service of New York Life Insurance Company.

Matt holds the following licenses: FINRA Series 7, 6, 63, & 65 and Group One General Lines, Life, Health, and Disability.

Making your intentions become reality...

Our Location


7719 Wood Hollow Drive
Suite 219
Austin TX, 78731