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News & Events

July 2022 represents the three-year anniversary of Austin Private Wealth’s establishment as an independent, fee-only wealth management firm. We are incredibly proud of the progress we have made in building a firm that can help you lead “a life of growth.”

Kevin Weaver, CFP® has been promoted to Partner. As many of you know, Kevin joined Austin Private Wealth in May 2021 with more than 19 years of financial advisory experience. Over the past year, Kevin has demonstrated incredible leadership to both his clients and our team. We are proud to have him formally join the leadership team. To see Kevin’s full bio click here.

Sarah McNutt has been promoted to Chief Information Security Officer in addition to her existing role as Director of Operations & Compliance. At Austin Private Wealth we take IT security extremely seriously. This promotion is both a reflection of our commitment to client data security and a direct recognition of the years Sarah has spent building our IT security policies, procedures, tools, and capabilities. To see Sarah’s full bio click here.


Georgina Tobchan joined Austin Private Wealth in February 2022 as an Implementation Analyst. Originally from Thailand, Georgina grew up in Colorado. Prior to joining Austin Private Wealth, she spent time as a service representative and trader at Charles Schwab. She is a regular volunteer with Refugee Services of Texas. To see Georgina’s full bio click here.


Reagan Stephenson joined Austin Private Wealth as an Implementation Analyst. A native Austinite, Reagan worked at Austin Private Wealth while still a student at The University of Texas at Austin. After graduation in May 2022, Reagan joined the team full-time. Reagan was one of the first two students at the McCombs School of Business at UT Austin to receive a certificate in Wealth Management and was President of the Wealth Management Student Association.  To see Reagan’s full bio click here.


Kaelyn Wester, a native of the Dallas area, joined Austin Private Wealth in May 2022 as our new Office Administrator. Kaelyn is a graduate of The University of Texas in Austin with a degree in Psychology. Kaelyn is already utilizing her natural creative talents to cultivate a warmer and more inviting client experience in our office. To see Kaelyn’s full bio click here.

Please join us in congratulating Kevin, Sarah, Georgina, Reagan, and Kaelyn.

Sincerely,

Dan Kraus & Raoul Celerier

Co-Managing Partners, Austin Private Wealth



Achieve Financial Independence Austin, TX Austin Private Wealth

Austin Private Wealth is a

Proud Supporter of the McCombs Wealth Management Center

See what our Co-Founder and Co-Managing Partner, Dan Kraus, had to say to the Austin Business Journal's May 28th, 2021 addition HERE.


Kevin Weaver, CFP® Joins Austin Private Wealth!

After five years in management consulting (at Deloitte) and corporate finance (at IBM), Kevin decided to pursue his dream career as a financial advisor in 2003.  Over the subsequent 18 years, he developed a successful solo practice.  However, he was drawn to a team-based approach and the ability to serve clients as fiduciary, fee-only financial advisor, which led him to join Austin Private Wealth in 2021.  To hear what Kevin has to say, CLICK HERE.


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