Austin Asset
Alexis “Sabrina” Garza, CFP®, currently serves in Wealth Planning at Austin Asset since August 2023, focusing on delivering objective and client-centered financial counsel. Prior experience includes roles as Wealth Planning Senior Associate at Charles Schwab from September 2021 to June 2023 and VP - Financial Consultant at TD Ameritrade from May 2018 to September 2021. Early career positions included Financial Consultant, Business Development Specialist, and Client Service Specialist at TD Ameritrade, as well as an Investor Services Intern at The University of Texas at Austin, where impactful leadership initiatives were developed. Additionally, Alexis contributed to the Austin Independent School District as a Program Specialist for the VICTORY Tutorial Program. Alexis holds a Bachelor of Business Administration in Finance from the Texas McCombs School of Business.
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Austin Asset
Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life.