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Based in Austin, Texas, Max, Youree, and Trammell have been friends and colleagues for almost a decade. This provides for a strong chemistry and collaboration among the Austin Wealth Management team.

They have all earned the CERTIFIED FINANCIAL PLANNERTM designation.  They can offer seasoned guidance on investments, taxes, business succession, executive compensation, trust and estate planning, life insurance, and much more.

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San Antonio
Austin
Florida

Genesis Wealth Management Team | Austin

Max Rodriguez

Max Rodriguez
CFP®

Executive Wealth Manager

Youree McBride

Youree McBride
CFP®

Executive Wealth Manager

Trammell Cooper

Trammell Cooper
CFP®, CTFA

Executive Wealth Manager

Deann Bustos

Deann Bustos

Client Services Associate

Donna Leonard

Donna Leonard

Financial Services Coordinator

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.