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 OthersKip 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 KipKip 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.
California Insurance License: 0E73949. Non Resident.
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.
