Team

ML&R WEALTH MANAGEMENT TEAM

At ML&R Wealth Management, you have access to your personal wealth advisor and our entire team of investment professionals, all dedicated to helping you achieve your goals. We invite you to get to know us better.

Steve Harvey, CFP®, CPA

Wealth Management Partner
Stuart Vick Smith Wealth Management Partner in Austin

Stuart Vick Smith, PFS, CPA

Wealth Management Partner

Fred Frey Austin Wealth Management Partner

Fred Frey, CFP®, CPA

Wealth Management Partner

Vanessa Mcelwrath - Austin Wealth Management Advisor

Vanessa McElwrath, CFP®, CPA

Wealth Management Partner

Scott Adair

Scott Adair, CFP®

Wealth Management Advisor

Carli Smith

Carli Smith, CFP®

Wealth Management Advisor

Pam Raffaele

Pam Raffaele

Retirement Associate

Julie Reinhardt - Austin Retirement Associate

Julie Reinhardt

Retirement Associate

Sarah Wasaff Operations Manager

Sarah Wasaff

Chief Compliance Officer & Director of Operations

Sarah Kircher

Wealth Management Associate

Alicia Bond Wealth Management Associate

Alicia Bond

Wealth Management Associate

Rachel Roth

Rachel Roth

Wealth Management Associate

Kim Matus

Kim Matus

Retirement Associate

Lauren Dockter

Lauren Dockter

Wealth Management Associate