The ML&R Wealth Management Team

When you start your journey to financial success with ML&R Wealth Management, you have access to your own personal financial advisors in Austin and our entire team of financial management professionals, all dedicated to helping you achieve your goals. We invite you to get to know us better.

Our team is committed to an evidence-based investment philosophy. We pride ourselves on our transparency and our promise to put your interests first. We have many qualified financial advisors in Austin who focus on the unique needs our wealth management company can provide to individuals, businesses, institutions, and non-profit organizations.

Steve Harvey, CFP®, CPA

Wealth Advisor/Partner

(512)-370-3236 sharvey@mlrpc.com

Stuart Vick Smith Wealth Management Partner in Austin

Stuart Vick Smith, PFS, CPA

Wealth Advisor/Partner

(512) 370-3229 ssmith@mlrpc.com

Fred Frey Austin Wealth Management Partner

Fred Frey, CFP®, CPA

Wealth Advisor/Partner

(512) 370-3251 ffrey@mlrpc.com

Vanessa McElwrath, CFP®, CPA

Wealth Advisor/Partner

(512) 275-2716 vmcelwrath@mlrpc.com

Sarah Wasaff Operations Manager

Sarah Wasaff

Chief Operating Officer & Chief Compliance Officer

(512) 370-3252 swasaff@mlrpc.com

MaryBeth Meyer, CFP®

Wealth Advisor

(512) 370-3202 mmeyer@mlrpc.com

Carli Smith

Carli Smith, CFP®

Wealth Advisor

(512) 370-3254 csmith@mlrpc.com

Scott Adair

Scott Adair, CFP®

Service Advisor

(512) 275-2734 sadair@mlrpc.com

Kira Scott, CFP®

Service Advisor

(512) 275-2725 kscott@mlrpc.com

Alicia Bond Wealth Management Associate

Alicia Horn

Wealth Associate

(512) 275-2713 ahorn@mlrpc.com

Rachel Roth

Rachel Roth

Wealth Associate

(512) 370-3262 rroth@mlrpc.com

Sarah Gordon

Wealth Associate

(512) 370-3218 sgordon@mlrpc.com

Stefany Quirico, CFP®

Wealth Associate

(512) 275-2704 squirico@mlrpc.com

Sarah Bremer

Wealth Associate

(512) 370-3256 sbremer@mlrpc.com

Liss Chapman

Wealth Associate

(512) 370-3255 lchapman@mlrpc.com

Nikki Yates, CFP®

Wealth Associate

(512) 982-9143 nyates@mlrpc.com

Katy Fangman

Operations Associate

(512) 275-2708 kfangman@mlrpc.com

Lauren Dockter

Lauren Dockter

Client Service Associate

(512) 275-2719 ldockter@mlrpc.com

Bryce Currier

Client Service Associate

(512) 370-3291 bcurrier@mlrpc.com

Jessie Wussow

Client Service Associate

(512) 370-3211 jwussow@mlrpc.com

Dayton Smith

Client Service Associate

(512) 370-3233 dsmith@mlrpc.com

Pam Raffaele

Pam Raffaele

Retirement Plan Advisor

(512) 370-3259 praffaele@mlrpc.com

Julie Reinhardt - Austin Retirement Associate

Julie Reinhardt

Retirement Plan Advisor

(512) 370-3268 jreinhardt@mlrpc.com

Kim Matus

Kim Matus

Retirement Associate

(512) 275-2744 kmatus@mlrpc.com

Contact our Financial Advisors in Austin

One of the ways our wealth management company introduces you to our team is by scheduling a complimentary consultation. We will pair you with the right financial advisor in Austin so that we can better understand your needs and create a financial plan that is best suited for your future.

Our complimentary consultations are a great way for us to introduce you to our financial planning advisors. Contact our financial management professionals in Austin and Round Rock, Texas and schedule a time with us today.