Casey has been with Austin Private Wealth since 2018 and especially loves interacting with clients and supporting the team in helping clients grow and protect their wealth.
Here’s what makes Casey tick:
Things I love about my work:
I feel a sense of family with the team at Austin Private Wealth and think very highly of my leadership team. I smile when I am going to work every day and I love the interaction with the clients and being able to support them in ways they don't always see. Just to be a source of integrity and trust with their finances is very rewarding to me.
I also really love the everyday mental challenges, thought processes involved and being a part of this ever-growing complicated economy.
I loved playing softball and bowling growing up. I would say I know the most about baseball/softball, basketball and football (hook 'em Horns!) I love going on hikes with the family and finding little adventures everywhere we go. Give me a great spy thriller and an action movie and I am happy. We recently moved to the Dripping Springs area and I am enjoying getting to know the community and getting involved in a new local church. I love speaking Spanish and helping Spanish-only speaking people when they need help - usually it ends up being at the grocery store.
I love to travel - anywhere! Except I do not do long car road trips very well. My goal this year is to visit my sister in Aviano, Italy and let her be my tour guide of everything Italian.
Alison graduated from the University of Georgia with a bachelor’s degree in Management but found a career as an Operations and Information Systems Manager, in the philanthropic division, for a local non-profit. While learning software programs and organizing sizable amounts of data was a large portion of her responsibilities, working with clients and taking care of their needs was her favorite.
As a planning analyst, Alison works to onboard new clients and assist in their data collection process. She also supports the financial modeling for all existing clients.
Bio coming soon!
Over the course of her career, Sherral has enjoyed providing excellent customer service and support to clients and community members through insurance claims processing, non-profit membership management, banking services and account management.
She is an officer in her husband’s business and LOVES creating and managing Excel worksheets.
At Austin Private Wealth, she enjoys welcoming clients and making people feel at home. Sherral and her husband of 35+ years love traveling and camping. The Texas Hill Country and local music events have become their favorites.
Raoul has been a financial advisor for more than 15 years and, together with Dan Kraus, co-founded Austin Private Wealth in 2006. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Estate Planner® (National Institute of Certified Estate Planners) and a Chartered Retirement Planning Counselor® (College for Financial Planning.) Over the years he has been the recipient of numerous awards and was most recently named to the 2019 Forbes Best-in-State Wealth Advisors list.
His prior experience as a marketing executive and small business owner taught him the precious value of time and the importance of planning while working with busy professionals.
Born in France, Raoul received his BA in marketing from the European University of America in Paris followed by his MBA in marketing and international business from the International University of America//California State University Hayward. He completed the Financial Planning Certificate Program at the University of Texas at Austin.
During my first career in International Marketing and Sales I realized that, although successful, I was missing a sense of purpose in my job. I was also finding myself giving financial advice to my close friends on a regular basis and wanting to know more about it. It all came together when I started my current career. It was a revelation that helped me get through the difficult initial years.
Perspective on work:
Every day I show up for work I still have the desire to make a difference in people's lives like I did the first day I started. I especially enjoy being part of my clients’ lives in joyous as well as difficult moments. I believe we are so privileged to experience life in all its facets through the lives of our clients, helping them resolve family situations, seeing their kids go to college and form families and planning for future generations.
Soccer aficionado - my dream retirement would be to travel the world attending local and international soccer tournaments across the planet while taking local cooking classes.
Collecting wine is fun and waiting for a bottle to be drinkable for many years is an exercise of self-discipline.
Skiing is awesome, but I am still not sure if it is the skiing itself, the beauty of the mountain scenery or the "Aprés-Ski" that makes it so great!
Traveling the world with my family never gets old and opens my eyes to something new every single time. Among our favorites: turquoise waters of the Caribbean and South Pacific, Andean mountains of Ecuador, Paisanos de Uruguay, food vendors in Bangkok, temples of Angkor, rugged mountains of Laos, the majesty of the Grand Canyon, the serenity of Big Bend, beautiful cities of St Petersburg, San Francisco, Rio, Sydney and Vancouver...to be continued.
Favorite books and movies:
All-time favorite book is Les Rougon-Macquart, a collective title given to a cycle of twenty novels by French writer Émile Zola. Subtitled "Natural and social history of a family under the Second Empire," it follows the life of one family during the Second French Empire (1852–1870). I spent a summer reading all 20.
Most Al Pacino movies are my favorites.
For travel, Trip it and Momondo are amazing and so useful.
Miscellaneous: Credit Karma, Cellar Tracker, Nike Run Club, FuboTV, TED
Something most people wouldn’t know about you?
John Quincy Adams: “I am a warrior, so that my son may be a merchant, so that his son may be a poet.” (P.S. -I personally would substitute the word builder to warrior.)
Arthur Ashe: “Success is a journey, not a destination. The doing is often more important than the outcome.”
Anything else you love or that gets you excited?
Real estate gets me excited in all its different forms and watching a rundown building being transformed into a desirable place never ceases to amaze me. Most important to me is my family and my adopted country, I feel so blessed with all the opportunities that we have had and with living in a great country.
Melissa loves being part of Austin Private Wealth because she believes so strongly in the work they do – helping people achieve their financial goals. She cherishes being able to develop relationships with them and helping them on a personal level as well.
My favorite sports are sand volleyball, football and basketball. My favorite pastime is spending time with my family.
I love to go on cruises to see many different places at one time.
My favorite movie:
Something most people would not know:
I love to do arts and crafts. I used to be a photographer and wish I would do more of it in my spare time.
“Talent wins games, but teamwork and intelligence wins championships” - Michael Jordan
Ken Daly joined Austin Private Wealth in 2017. His father worked on the floor of the stock exchange and Ken started working for brokerage firms during summers while in college.
He loves trading, following the markets, basketball and traveling to places with natural beauty.
Graduated from New York State University at Fredonia. Grew up and spent most of his life in the NYC area.
Worked as a market maker at the former Knight/Trimark Group. Less known: Knows hand signals from his early days on the exchange floor.
Josh started his career in 2012 with Fidelity Investment. He held many different roles while with the firm including positions in their active trading department before finally settling on their investment solutions team. Josh moved down to Austin in 2016 where he joined the Austin Private Wealth team. Josh currently advises on all of firms corporate and retirement plans, while also serving clients on the wealth management and financial planning side of the business. In 2019, he completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Texas.
There have been two people who have had the most influence on what I do and how I think; Warren Buffett and my mother, Kelly. Warren has shown me how to find true value not only in investments but in life. My mother was the one who instilled the work ethic and drive to be a better person for humanity.
My true happiness comes from seeing others succeed. My job as an advisor is to be thoughtful, selfless, and empathetic when discussing any situation, no matter how big or small. My goal is to always provide more depth or education around certain areas so that we may make the best decisions in that moment. I am naturally an intellectually curious individual, which helps when problem solving or thinking through a complex decision for a client.
I am universally attracted to all sports due to my competitive background. On a personal level, I still try to compete in golf and tennis but love to watch football, basketball and baseball.
Boston. I love the history and grittiness of the city.
I am an avid reader and these are a few that I would recommend:
Wall Street Journal
Austin Business Journal
I love playing and listening to the piano.
Anything else you love or that gets you excited:
My guilty pleasure is a nice glass of whiskey on ice over the weekend.
Dan has more than twenty-seven years of financial services experience. Prior to his current role, Dan held numerous positions in both trading and marketing at Fidelity Investments and American Express. Wanting to leave corporate America and pursue an entrepreneurial path, Dan and his wife Rochelle moved from New York City to Austin in 2004. It was there that he met Raoul Celerier. Together, they founded Austin Private Wealth.
Dan holds a BA in economics from Binghamton University and an MBA (magna cum laude) from the Olin Graduate School of Business at Babson College. He is the recipient of numerous awards during his career.
My values and work ethic come from my parents, but this is always what I have wanted to do.
I love working with people and thinking creatively about how to accomplish all of the things they want to do in life. I especially enjoy helping clients to see possibilities that seemed out of reach and then working with them until they are achieved.
Anywhere international. I love to visit places where all my assumptions about how life works are questioned.
I taught myself the guitar in college and have been playing for over 25 years but, somehow, I’m still the worst musician in my family by a country mile!
I recently stepped down as the chair of the board for Shalom Austin, the umbrella organization of the Austin Jewish Community. It has been an incredible opportunity to serve and I am passionate about supporting and developing the entire Austin community in years to come.
Kieu has always loved numbers, but more than anything she loves creating a safe space for people to express their essential selves, their hopes and their dreams. As a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 15 years of experience, she draws on her communications background to ensure that her clients understand their financial situation and the advice she is providing.
Kieu is a Houston native, having moved there as a young girl with her family when they emigrated from Vietnam in 1980. She earned her BS at the University of Texas at Austin with a combined major in advertising/marketing and communications.
I’ve always had this deep desire to help people. While hosting a handful of University of Texas freshmen for the upcoming school semester, I was reminded of my high school days, where I discovered business and community service at the same time. I’ve been pursuing both ever since. I love helping people - perhaps because my family and I were helped by so many people when we escaped communist Vietnam and emigrated to the US in the late 70s. We arrived with just the shirts on our backs - my dad had two “right” flip flops on his feet when we got off the plane. Helping people brings me great joy and I believe Jesus was the ultimate example of loving and caring for others.
Money causes people anxiety and it can be hard to navigate, both emotionally or practically. It can be the same with healthcare. It was challenging to figure things out when my dad was diagnosed with cancer nine years ago. We would have been extremely grateful if we’d had an advocate who could explain things to us. I want to be that kind of advocate for my clients. If I can help people make sense of money and their finances and help them achieve a level of confidence in their plans, then I’m doing what I love.
Relationships bring me the most joy, and I spend most of my time with my own family, my faith family or my work family - really listening to what’s going on in their lives and in their hearts.
I love bringing people together, to spend quality time and typically to break bread together. I’m a foodie, and on my travels, I love to collect pretty little things for my kitchen, to serve my guests. My charcuterie board is usually arranged with memorable items from my time in France, Peru, Vietnam, Burundi, Italy and Kenya.
My recent trip to Africa, where I spent a week in Burundi on a mission trip with my church and really got to know the people, serve them and serve God with them. I got to see the beauty of their spirit in the face of daily challenges. I then spent a second week on safari in Kenya seeing some of the most incredible wildlife on earth in the magnificent savannahs – amazing!
I hate HATE chocolate - I know, it’s weird :)
Sarah earned her BS in Applied Computer Science, Information Systems and System Analysis along with a minor in business administration from Illinois State University. During that time she also worked on the engineering team of a Fortune 100 company, where she learned how large corporations function. After graduation, she ran the customer service department and managed a network for a smaller local company, where she was immersed in meeting the needs of clients in a fast-paced industry.
After spending time out of the workforce raising three children, Sarah was thrilled to have the opportunity to put her customer service, operations and technical skills to use at Austin Private Wealth.
Working with a personal financial advisor opened my eyes to the value added to my life and the peace of mind it brought to my family and me. I’ve always loved working with motivated teams to grow and flourish both individually and as a unit. As soon as I met the APW team, I knew I wanted to work with them.
I come to work each day for the people I have the privilege to interact with – my team, our amazing clients and the vendors who support us. Every place I spend time is about the people who are there, whether it’s home, work, church, school, etc. I also love that I’m teaching my sons and daughter that it’s possible for a mom to do what fulfills her and meets her own definition of success. I stayed home with my kids for 10 wonderful years, and have been back in the workforce for 6 years now. Like my family, my work is energizing and motivating to me. I want my kids to know that “having it all” is a myth, but it’s possible to have multiple sources of joy in your life and make daily decisions that you don’t regret, whatever that means to you at the time.
I love to cook, read, relax at home, spend time with friends and travel with my family. I enjoy decorating elaborate cakes for my kids’ birthdays in whatever theme they request. They look very homemade, but it’s a tradition my mom started with me when I was little, and it always reminds me of my childhood.
My favorite vacation destination is Disney World because I love the planning and anticipation that goes into a trip, the quality family time once there and the experience of being a cherished guest. I’m fascinated by Disney’s approach to customer experience. I love that their cast members are so engaged that they create magic for guests day after day, knowing that they are empowered to make decisions and bring joy to each guest they interact with.
These change on an almost weekly basis. My current favorite serious books are What If? by Steve Robbins and Being Mortal by Atul Gawande. Current favorite light fiction is the Outlander series by Diana Gabaldon. My all-time favorite re-readable fiction series is Earth’s Children by Jean M. Auel. I like action movies and good old romantic comedies. I absolutely can not watch horror movies. The anticipation of the next jump-scare is too much for me!
A few years ago, my husband introduced me to Dungeons and Dragons, which turned out to be much more fun than I expected. We host a weekly game night and recently I was the Dungeon Master, leading our group through an adventure based on Stranger Things. We had a great time and, no surprise, I loved getting to be in charge!
“It’s kind of fun to do the impossible.” - Walt Disney
Anything else you love or that gets you excited?
One of my very favorite places to be is in a classroom. I love to learn and get excited about taking tests. Required training, conferences, tax seminars? Sign me up!
Sujatha is a graduate of S V University with a Bachelor of Commerce in Computer applications and Master of Business Administration in Finance.
She has been working in financial services for the last 15 years and joined the Austin Private Wealth team in 2020. As a Client Service Specialist, she works closely with the advisors and their clients, ensuring that details are coordinated, helping to prepare for client meetings and handling follow-up activities.
My parents always encouraged me to focus on my studies, which inspired me to do well. Working with a talented and motivated team and providing solutions to customers is always a good feeling. That inspires me to go the extra mile in customer service. I enjoy my work every day.
I love cooking, playing with my son, international travel (planning to visit Europe next year), watching Cricket and movies.
I was an avid reader of Indian comics during my childhood.
Some things most people wouldn’t know about me:
I was an NCC (National Cadet Corps) cadet, where I learned Army discipline and leadership. And I volunteered in government events as a cadet. I also grew up in the countryside with a self-sufficient farm.
Anything else that I love and that gets me excited:
Listening to Indian classical music
AJ joined Austin Private Wealth in 2007, a few years after earning his BS in business administration from the University of Missouri at Columbia. He’s a consummate people person, able to quickly build connections and develop strong relationships. He’s passionate about helping people achieve their financial goals and is often guided by his “grandma rule” – solutions, advice, etc. are only good if they would be right for his grandmother in the same situation.
My mom and dad provided a great example of the importance of helping others, and I’ve always been interested in saving money. My wife would tease me about the books I read when we were dating and early in our marriage (see: The Millionaire Next Door, Rich Dad, Poor Dad, Estate Planning to Die For). I was at a crossroads in my career in the mid-2000s, and she gave me the courage and support to relocate and start my practice in Austin. I was lucky enough to meet up with Dan and Raoul and the rest is history…
I feel very fortunate to do work that is so meaningful. Helping people accomplish the things that are most important to them is incredibly rewarding, and it’s equally fulfilling knowing that people rely on us for help during their times of need as well.
I’m definitely a fan of Mizzou and the professional sports teams from Kansas City. I’m also pretty passionate about photography. I try to keep some of my favorite pictures hanging on the walls of my office and my goal is to update them over time with the new places we visit.
Road trips with our kids. We have a blast creating our own traditions and seeing new things. I also love my family’s cabin in the Ozarks (“The Farm”). Tons of memories there from my childhood and it’s just a very special place.
The Wizard of Oz is my favorite movie. I watched it with my mom when I was growing up and I’ve loved introducing it to my kids.
Shazam. I love listening to music and discovering new songs. I’m amazed at its ability to identify music as I’m hearing something for the first time. I’ve also been organizing our travel wish list in Google Maps. I recently found out you can bookmark destinations, attractions, hotels, etc. and I’ve been saving places there to make sure we actually visit them.
Something most people wouldn’t know about you:
I was a semifinalist at the Nintendo World Championships in 5th grade.
“It’s only a matter of time.” - Dan Kraus and Raoul Celerier
Live music, Kansas City (aka real) BBQ, Tex-Mex