Austin Laslo, Trust and Family Office Advisor Associate, focuses on helping clients reach their financial goals through expert guidance in areas such as retirement planning, investment analysis, risk management, tax planning, education funding, and estate planning. 

 

With years of experience in customer service, market research and analysis, and financial modeling, Austin excels in delivering accurate financial recommendations and offering in-depth analysis that helps safeguard and grow wealth across generations. Austin plays an active role in client communication, offering consistent support to both advisors and clients. Known for his collaborative approach, he values teamwork and leverages his mentors’ expertise to solve challenges.

 

By staying attuned to evolving financial landscapes, he ensures that our strategies are not just reactive, but proactive and aligned with our clients' legacies. His mission is to positively impact clients' lives, helping them achieve their financial goals.

 

Austin earned a Bachelor of Science degree in Finance from Missouri State University and holds special certifications as a Certified Financial Planner and Accredited Portfolio Management Advisor.