Investment Advisors

Steve Harvey, CPA, CFP
Partner
sharvey@mlrpc.com
Steve Harvey is a founding member of ML&R Wealth Management LLC and has worked in the accounting and financial service industries since 1990. He is a Registered Investment Advisor representative, a Certified Public Accountant, and a Certified Financial Planner who assists clients in developing long–term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives. Steve received his Bachelor in Business Administration from Southwest Texas State University. Steve is currently involved with Lake Travis Education Foundation and the NFL Alumni Golf Classic, which benefits The Center for Child Protection, where he previously served as Treasurer and Vice President. Outside of the office, Steve enjoys playing golf and spending time with his wife, Kristin, and their two daughters, Kendall and Karris.

Fred Frey, CPA, CFP
Partner
ffrey@mlrpc.com
Fred Frey is a founding member of ML&R Wealth Management LLC and has worked in the accounting and financial service industries since 1995. He is a Registered Investment Advisor representative, a Certified Public Accountant, and a Certified Financial Planner who assists clients in the preparation of investment strategies and portfolio management. Fred earned a bachelor's degree from the University of Virginia in Charlottesville. After college, he served for five years as a Navy Bombardier/Navigator. Upon returning to civilian life, he attended graduate school at Old Dominion University, where he received a Master of Science degree in Accounting. Fred is actively involved in the Capitol Area Council of the Boy Scouts of America, Children’s Advocacy Centers of Texas and the Star of Texas Rodeo. He enjoys spending time with his wife Julie and their three children, Jack, Ben and Sophie.

Stuart Vick Smith, CPA
Partner
ssmith@mlrpc.com
Stuart Smith is a Registered Investment Advisor representative and a Certified Public Accountant who has worked in the accounting and financial service industries since 1993. She has a niche specialty working primarily with women who are going through a transitional life event to help them achieve long-term financial stability. She is a graduate of The University of Texas at Austin, where she received her Bachelor in Business Administration in Accounting. She continued her education at the University of Virginia, receiving a Master of Science in Accounting with a concentration in Tax. As an active participant in the Austin community, Stuart is on the Board of Directors at Ann Richards School Foundation and Austin Children’s Shelter. She enjoys playing tennis, photography, reading, traveling, and spending time with her husband Steve and their two children, Mackenzie and Whit.

Lathrop Smith, CFA
Partner
lsmith@mlrpc.com
Lathrop Smith is a Registered Investment Advisor representative and a Chartered Financial Analyst (CFA) who has worked in the financial services industries since 2003. Prior to 2003, Smith worked for Emerson Electric and a family owned business that was sold to a Fortune 1000 public company. He is a graduate of Vanderbilt University, where he received his Bachelor in Engineering Science. He continued his education at The University of Texas at Austin, receiving a Master’s in Business Administration.

Sam Bryant
sbryant@mlrpc.com
Sam Bryant is a Registered Investment Advisor representative serving high net worth individuals interested in developing long-term strategic wealth management plans. He is President of Bryant Wealth Investment Group, which has a strategic investment alliance with ML&R Wealth Management LLC. Sam is a graduate of Tuskegee University, has a Series 65 investment license, real estate license and a life and health insurance license. He serves his community through United Way Capital Area Board of Directors and directs the efforts of Success By 6, Austin Community Foundation, and Mount Sinai Christian Academy. Sam enjoys reading, hunting and often serves as a mentor to young men in the community for leadership and spiritual stewardship guidance. Sam is married to Gigi Edwards and together they have four adult children, a teen age son, Aaron, and twin granddaughters, Carmen and Sanaya.

Retirement Plan Advisors

Pamela Raffaele, CPC
praffaele@mlrpc.com
Pam is a Certified Pension Consultant and a Registered Investment Advisor representative. She has worked with retirement plans for small to mid size companies since 1989 and has extensive experience in plan record keeping and plan conversions. She has special expertise in complex plan design and compliance testing. She earned a bachelor's degree in Mathematics from SUNY Oneonta and is a member of the American Society of Actuaries. Pam enjoys reading, spending time with her husband, Salvatore, their three children, Matthew, Chirstopher and Jennifer. and watching her children's sports teams.

Advisor Associates

Scott Adair
sadair@mlrpc.com
Scott Adair is a Registered Investment Advisor representative, graduated from the University of Texas Certified Financial Planning program and has a Series 65 investment license. His focus is on helping clients meet their long term financial and retirement planning needs. Scott also has a Masters in Library and Information Science with a background in legislative research and web development. He volunteers with Meals on Wheels and Foundation Communities. When he is not working Scott enjoys running, cooking and spending time with friends and family.

Sarah Kircher
skircher@mlrpc.com
Sarah has worked in the accounting and financial service industries since 1996 and focuses on assisting clients with their long-term planning and wealth management needs. She also has extensive experience in administering qualified retirement plans. She attended The University of North Texas in Denton where she received her Bachelor of Science in Economics. She is actively involved in the American Diabetes Association and enjoys spending time with her family and friends, watching sports and participating in outdoor activities.
 
 
 

Julie Reinhardt, CPC
jreinhardt@mlrpc.com
Julie is a Certified Pension Consultant and has worked in the accounting and financial service industries since 1994. She has extensive experience in administering qualified retirement plans and focuses her time on helping client's with their day-to-day needs associated with the wealth management process. Julie attended The University of Texas at Austin where she received her Bachelor of Arts in Mathematics. In the past, Julie was involved with the ERISA Study Group and Girlstart. She currently volunteers with Meals on Wheels and Leander Independent School District. Julie enjoys spending time with her family, reading books, hunting/fishing and listening to live music at her husband Chris' restaurant in Bertram Texas. She and Chris have two children together, Hunter and Savannah.
 

Ross Daniels
rdaneils@mlrpc.com
Ross has worked in the accounting and financial services industries since 2002 and began at Maxwell Locke & Ritter in 2006. He focuses his time on supporting the Wealth Management, 401(k) Retirement Services, and Family Office service lines. Ross graduated from the University of West Florida with a Bachelor of Arts in Communications. He is currently the In–House Volunteer Coordinator for Meals on Wheels and More. He enjoys spending time with his friends and dog, Alastair.