Independent & Purposeful Guidance

As a Managing Partner, Kip has dedicated over 30 years to delivering independent counsel to clients.  He believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their wealth & lifestyle goals. 

Passionate about Helping Others

Kip is passionate about helping others and enjoys knowing his clients are prepared for the various significant life events they may encounter over their lifetime. He believes the unique aspects of the team combined with their Client Wealth Strategy enable them to offer meaningful advice to clients. He especially enjoys working collaboratively with other industry experts to help clients realize their goals. 

Today, Kip thoroughly enjoys advising and working with a select group of company founders, entrepreneurs, executives, corporations, foundations and multi-generational high-net-worth families.  He believes the keys to success are: understanding a client’s needs, setting specific wealth & lifestyle goals, listening to past experiences, giving unbiased and cost-effective advice, and providing high-net-worth problem solving.

• Kip is a Private Investment Management which helps enable him to offer clients a more robust level of advice and solutions.

• Kip has completed the Certified Private Wealth Advisor Certification Registered Education Program through the Yale School of Management and is a CPWA® designee through the Investments and Wealth Institute.

More about Kip

Kip and his family have lived in Austin since 1992.  He enjoys travelling with his family and one of their favorite places to visit is anyplace with a beach and NYC during the holidays.

Outside of the office, Kip enjoys long weekends playing golf at Southern Hills in Tulsa, Oklahoma and doing his best to stay in shape.  While fitness has always been an important aspect of his life, the days of CrossFit competitions and Spartan Races are in his past.  Evening walks with his dog Poppy now help support his active lifestyle.


PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.

Commitment to Exceptional Client Care

Kinsey is our Senior Registered Client Associate and she has been in the financial services industry for over 5 years. She excels at delivering exceptional client care and professionally managing various operational aspects of the practice.

As the Director of First Impressions, Kinsey is the voice clients hear most often and is often one of their first points of contact. She is committed to providing enthusiastic and knowledgeable service to help handle our clients with their account management and client servicing needs. Kinsey especially enjoys building relationships with our clients and making their day.  Her meticulous attention to detail, professional approach, and friendly demeaner make her a pleasure for our clients to work with. 

More about Kinsey

Kinsey is a native “Texan” from Belton, Texas and she graduated from Texas A&M University in 2018 with a bachelor’s degree in Business, minoring in Economics.  In her free time, she enjoys spending time with her husband, Preston, adorable daughter Scottie and her Golden Retrievers, Wrigley and Bogey.  Kinsey also enjoys playing tennis & golf.

Making a Difference

Jack became a Financial Advisor because he was inspired by the work he could do with clients – helping them achieve the things that matter most to them and making a difference. It was important to him that his career path was one that had purpose and meaning – helping others.

Planning with Purpose

Jack’s goal is to get to know clients not just on a financial level, but a personal level to help ensure he and the team can provide the most effective investment plan for each client’s unique situation. He provides high quality wealth planning utilizing the eMoney planning tool.

Jack specializes in aggregating client information into an easily understandable plan that is reviewed with our clients on an ongoing basis to help ensure our planning evolves as their life changes and unfolds. Jack’s approach to investment planning brings our clients the confidence and clarity we know they are looking for.

Where It Started

Prior to joining his father, Kip at Capitol Wealth Partners, Jack held roles in the energy industry as a natural gas scheduler and trader with a small family-owned producer based out of Dallas.  He also worked at a private equity real estate firm here in Austin where he was a team lead and supervisor for their Asset Management Group.  

More about Jack

Outside of the office I enjoy running, hiking, reading and spending time with my amazing wife, Katie, and our golden doodle, Winnie.

Focus with Enthusiasm

Ami is the Branch Administrator and her 20+ years in customer service help her shine as she enthusiastically supports our clients and our team.  She is highly organized and adept at administrative support, coordinating meetings, managing calendars, and helping ensure seamless operations.  Her positive and professional approach allows us to deliver on Clients Come First. Always.

More about Ami

In her spare time, Ami enjoys reading, walking and traveling with my husband Seth.