Austin serves as Associate Advisor, working alongside Senior Advisor Jennifer Smiljanich, CFP® to serve the clients, particularly with financial planning, investment analyses, and portfolio management.
Austin brings to SJS a wealth of experience in the financial industry. During his nine years at Vanguard, Austin progressed from a Client Service Specialist to a Senior Financial Planner, helping high net worth families accomplish their financial goals. He has also held various positions at Charles Schwab, JPMorgan Chase, and ACGE, Inc.
A native of Arizona, Austin graduated from Arizona State University in 2013 with bachelor’s degrees in finance and economics. He earned his CFP® certification in 2016.
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