ML&R WEALTH MANAGEMENT - Key Persons
Julie Reinhardt specializes in retirement plan services. Her emphasis is on keeping plan sponsors in compliance with IRS and DOL regulations. Let Julie and the ML&R Wealth Management team work to revamp your retirement plan.
Our team fine-tunes your current plan by giving it a thorough review. Trust ML&R Wealth Management's retirement plan services team with your plan, and contact Julie for more information and a complimentary consultation today.
Job Titles:
- Service Advisor
- Associate With ML & R Wealth Management
Kira Scott is a wealth management advisor associate with ML&R Wealth Management. She works with advisors who help clients achieve their financial goals.
Professional Experience
Kira joined ML&R Wealth Management in February 2020, bringing with her over 20 years of experience in the financial services industry. She has a passion for developing client relationships by delivering world-class service and assisting with the client's long-term planning and the day-to-day needs associated with the wealth management process.
Prior to ML&R Wealth Management, Kira's background in investments included equity research at Thomas Weisel Partners and Capital Group, investor relations at Dell, institutional client services at Dimensional Fund Advisors, and relationship management at other local advisory firms.
Lauren joined ML&R Wealth Management in 2019 and currently assists the team with reporting, compliance and administrative duties. She began her career at Wells Fargo as a lead teller and a customer service and sales representative. Over the past four years, Lauren worked for Tessco Technologies as an account specialist, performing administrative functions for the sales executives.
Job Titles:
- Associate With ML & R Wealth Management
Nikki Yates is an associate with ML&R Wealth Management. She assists our advisors and their clients. Nikki values client relationships and loves being part of an advisory team that strives to help clients achieve their financial goals.
Nikki started her career in 2017 at a fee-only advisory firm in Austin, TX. Over the course of her career, she has assisted clients with long term wealth planning, investment management, and their day-to-day financial needs. She most enjoys getting to know clients on a more personal level to better understand how to best meet their needs.
Job Titles:
- Austin Chapter, Steering Committee Member
Sarah Wasaff - Chief Compliance Officer, COO
Job Titles:
- Chief Compliance Officer
- Chief Operating Officer
Your wealth management goals are in good hands. Scott Adair hones in on your investment strategies and comes up with a plan that works for you. Scott is an Investment Advisor Representative and Certified Financial Planner (CFP®). His advice is tailored to each individual client.
Experience Matters
When you consider your long-term goals, an experienced investment advisory representative makes a big difference in your future strategies and planning. Scott Adair prioritizes enduring client relationships as a building block to the next stage of your financial planning journey. ML&R Wealth Management helps you build a portfolio based on transparency and more personalized plans.
Scott Adair joined our team at ML&R Wealth Management in 2012. Before joining us he was a web developer and researcher for the Texas Legislative Reference Library. During this time, he embarked on his current journey, earning his Series 65 license at the University of Texas. As a well-rounded community member, Scott also serves as Treasurer for the Austin Soccer Foundation.
Develop key long-term strategies with ML&R Wealth Management's wealth advisor and partner Steve Harvey in Austin, Texas. Financial planning is an investment you can't afford to miss. Begin your journey to financial freedom today and consult our team of financial advisors in Austin.
Steve Harvey has a broad range of expertise: his experience includes tax planning, estate planning, retirement planning, and investment planning. Steve holds many qualifications that will prove valuable to you or your business. 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. Begin your financial planning in Austin, Texas today.
Earlier this year, I wrote about SECURE 2.0, the large piece of legislation that was signed into law in December of 2022. That article was a brief explanation of what items were passed, when they became effective and whether...