For over a decade, Jack has been passionately helping clients reach their financial goals by delivering sound financial advice and prudent investment management. His belief that the integrity of both professional and personal conduct is vital to the strength of a company is a core value that Lake Hills Wealth Management is built upon. Jack says, “Helping others build wealth without a purpose is futile. However, helping others build wealth in accordance with their purpose, their dreams, is why I do what I do.” 

Jack grew up in Bryan, Texas on an old cotton farm, which had been in his family for over 100 years. He earned his BBA at St. Edwards University and shortly afterwards earned his CFP®. He attributes all of his accomplishments in life to his faith in God and his loving and always supportive family. 

In 2013, Jack married his wife Erin on the West Indies island of Antigua. He and Erin are active members of Lake Hills Church in Bee Cave. In their free time they enjoy traveling, playing tennis, and making memories with family. 
Jack's passion for helping others coupled with his Christian values and desire to give back led him to become a volunteer and fellow board member of Partners in Hope Lake Travis. 

Jack is committed to helping individuals and businesses protect and enhance their wealth by discovering their “why."





Asking thoughtful questions and listening intently is a motto that has helped Jason serve his clients since beginning his career in wealth management in 2003. An Austin, Texas native, Jason double majored in Accounting and Finance to earn a BBA from UTSA, while graduating with honors. He later went on to earn his CERTIFIED FINANCIAL PLANNER™ designation in 2008.  The most rewarding aspect of Jason’s career is knowing that he is helping others achieve their dreams by using his extensive financial knowledge and expertise. 

He and his wife, Jamie, were married in 2004 and have two amazing children, their daughter Avery and son Daxton, to whom they devote their lives. Jason is a family man and a sports fan, and has a great time coaching Daxton’s baseball team. Being outdoors and teaching the game of baseball are among his greatest passions. He also enjoys golf and competes in a local tennis league.

Jason’s devotion to wealth management is driven by the opportunity to meet wonderful new people and work closely with them to help make sense of their financial lives. He is very thankful for the privilege of forming these long-term relationships with clients, and helping them achieve their “why” in life. 




A Cincinnati, Ohio native, Alex’s strong leadership skills and responsible work ethic were developed through the influence and support of his family and his faith. Because of this, he especially enjoys working with households who are family-centric. Alex believes in maintaining a positive mental attitude while focusing on continuous personal development.  

Alex graduated in the top of his honors business program at the University of Cincinnati, where he received his degree in Finance and Marketing. His designation as a Chartered Retirement Planning Counselor®, and background as an investment analyst have contributed to Alex's early success as a financial planner. 

Alex and his wife, Rachel - a 5th grade elementary school teacher in Leander ISD - spend most their free time training and planning for their next big adventure. From road trips to the Grand Tetons to scaling fourteeners in Colorado, they enjoy strenuous activity and breathtaking scenery. On the weekends, you might find them camping, hiking or rock climbing. 

Alex's main goal is to make a positive impact in his clients' lives, and is deeply committed to helping all his clients achieve their financial dreams and goals through recognizing their "why."