Our Team

"All that a man achieves and all that he fails to achieve is
the direct result of his own thoughts."
-JAMES ALLEN-
Our Team + Wes Young Headshot

Wesley Young

Founder & CEO

Jamie Young Headshot

Jamie Young

Financial Controller

Stephanie McKinney Headshot

Stephanie McKinney

Director of Financial Strategies

Cody Moore Headshot

Cody Moore

Associate Financial Advisor

Preston Neumann Headshot

Preston Neumann

Associate Financial Advisor

Justin Lankin Headshot

Justin Lakin

Associate Financial Advisor

Cara McQuiston Headshot

Cara McQuiston

Director of Client Services

Cheryl Green Headshot

Cheryl Green

Director of Operations

Jordan Forrest Headshot

Jordan Forrest

Client Service Associate

Our Team + Seth McCarty Headshot

Seth McCarty

Associate Financial Advisor

Silas Parker Headshot

Silas Parker

Financial Advisor


The Nautilus Group Logo Color

Estate and legacy planning
Family protection
Succession planning

Eagle Strategies Logo Color

Fee-based financial planning
Investment advisory services
Investment management programs

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Life insurance
Fixed annuities
Long-term care insurance

Ash Brokerage Logo Color

Insurance Brokerage1
(Third-Party Partners)

Connect with Us


Contact Us


6200 Bridge Point Pkwy.
Building IV, Suite 300
Austin, TX 78730

Phone: (512) 329-4286
Fax: (512) 314-6917