Who We Are
Jon Fletcher
Owner/ Financial Advisor
512-717-7534
With over 30 years of experience as a financial advisor, Jon is dedicated to simplifying client’s financial lives and helping his clients achieve their most important financial goals through tailored investment strategies and a...
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Jennifer Esteves
Client Operations Manager
512-717-7534
Jennifer Esteves has a Business Economics degree from the University of Texas at Austin and over 15 years of experience in the fields of financial services, management, and bookkeeping.
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Carl Canga
Financial Advisor
512-717-7534
Carl Canga began his financial service career with Ameriprise Financial in January 2008, at the exact start of the biggest market downturn since 1929. Since then, he’s guided his clients through natural disasters, treasury bailouts, a...
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Robert Katchinoski
Financial Advisor
With three decades of experience, Robert leverages his expertise in stock research. He has previous experience at Olde, H&R Block, and Ameriprise.
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Tanish Muralidhar
Finance Intern
Tanish Muralidhar is an incoming freshman at The University of Texas at Austin. He will major in Electrical and Computer Engineering with a minor in Finance. He is passionate about combining programming, data analysis, and financial...
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