Max Dean CRPC®
Registered Investment Advisor Representative
512.346.1703
Interests
- Enjoying life through the eyes of my son
- University of Texas alum and fan
- Being outdoors in and around Austin
- College and professional sports fan
- Traveling to see family in England, Taiwan, and surrounding areas
Areas of Focus
- Estate Planning Strategies
- Family Finances
- Retirement Planning Strategies
- Saving for Education
Awards & Recognition
- Max was mentioned in the Wall Street Journal, September 2018
Education
- Bachelor of Business Administration in Finance, University of Texas at Austin
Professional Associations
- Financial Planning Association
Randy Webb
Client Service Coordinator
512.346.1703
Interests
- Playing golf
- Traveling
Education
- M.P.A., The University of Texas at Austin
Brad Reddin, CPA
Financial Advisor
512.346.1703
Interests
- Houston and Texas sports fan
- Recreationally enjoying various sports (golf, basketball, spikeball, etc.)
- Outdoor activities and listening to live music
Education
- Master in Professional Accounting, University of Texas at Austin
- Bachelor of Business Administration in Accounting, Minor in Finance, University of Texas at Austin
Qualifications
- Certified Public Accountant (CPA)
- Lean Six Sigma Yellow Belt
Christina
Practice Manager
512.346.1703
Interests
- Travel: U.S. states, with favorites including Tennessee and Las Vegas; Caribbean islands
- Running and hiking
- Live music events and rodeo
- Exotic and livestock animal education
- Football (Pittsburgh Steelers, Texas Longhorns)
- Baseball (Angels, Dodgers, Texas Longhorns, & Savannah Bananas)
Education
- Business Administration — Temple College
- Webmaster Design — McLennan Community College
- Texas Executive Education, Project Management — The University of Texas at Austin (in progress)
Qualifications
- Texas Notary Public
- Member, American Association of Notaries
