Broker Check

Based in Austin, Texas, Max, Youree and Rusty 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.

Genesis Wealth Management Team | Austin

Rusty Whittaker

Rusty Whittaker
MBA, CFP®

Partner / Executive Wealth Manager

Max Rodriguez

Max Rodriguez
CFP®

Executive Wealth Manager

Youree McBride

Youree McBride
CFP®, CWS®

Executive Wealth Manager

Deann Bustos

Deann Bustos

Client Services Associate

Austin Wealth Managers

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.

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