As an Investment Advisor Representative, a Certified Public Accountant and a Certified Financial Planner (CFP®), Fred concentrates on the Firm’s wealth management practice. He assists clients in the preparation of investment strategies and portfolio management. Fred sees his role as his clients’ chief financial officer – someone who can view their financial situation with the discipline and perspective needed to help them make smart decisions about the management of their wealth and free them from “money worries” so they can turn their attention to the things they truly enjoy doing.
After college, he served for five years in the U.S Navy as an A-6 Bombardier/Navigator. Upon returning to civilian life, he attended graduate school at Old Dominion University at Norfolk, Virginia. In 1995, Fred joined Maxwell Locke & Ritter. Fred’s client work is concentrated in ML&R Wealth Management LLC. He has passed the National Association of Securities Dealers’ General Securities Registered Representative (Series 7) Exam; and the Uniform Securities Agent State Law (Series 63) Exam.
- Family Wealth Planning
- Investment Management
- Estate Planning
- Education Planning
- Tax Planning
The University of Virginia
Bachelor of Arts in History
Old Dominion University
Master of Science in Accounting
Current: Austin Shakespeare Festival, Board Member; Capitol Area Council of the Boy Scouts of America, Advisory Board Member
Past: Austin Museum of Art; Board Member; Children’s Advocacy Centers of Texas, Investment Committee; Star of Texas Rodeo, Trustee; St. Theresa’s Catholic School, Finance Committee
- American Institute of Certified Public Accountants
- CERTIFIED FINANCIAL PLANNER ™