AUSTIN & EAST TEXAS

Meet Your Wealth
Management Team

CFP® professionals and trusted advisors who put your interests first. Fee-only. Fiduciary. Always.

JACK C. MARINO JR.
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CFP®, CRPC®

JACK C. MARINO JR.

Private Wealth Advisor & Founder

JASON CLEVLEN
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CFP®, CRPC®

JASON CLEVLEN

PRIVATE WEALTH ADVISOR | FOUNDING PARTNER

KURT JASON GUNTER
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KURT JASON GUNTER

PRIVATE WEALTH ADVISOR

JILL C. PASSE
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JILL C. PASSE

CLIENT SERVICE REPRESENTATIVE

CFP Professionals
Fee-Only Fiduciary
75+ Years Combined Experience
2 Texas Offices

Ready to Work With a Team That Puts
Your Interests First?

Schedule a complimentary consultation. No sales pitch, just a candid conversation about whether we are the right fit for you.

Ready to see what you've been missing?

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