Friend has over eight years of experience as a financial advisor who specializes in pre-retirement and retirement transition planning. Friend understands that every client’s situation is unique and takes the time to understand what’s most important and what drives the investments. Through his consultative planning approach, he builds tailored strategies around growth, income and tax reduction that allow his clients to prosper.
Friend holds a Bachelor of Science in business management from Appalachian State University. He passed his Series 7, 6, 63 and 66 examinations and has a Texas insurance license. Friend and his fiancée recently relocated to Austin by way of South Carolina where they spent the past five years. They’re enjoying a new adventure and are already connecting with the community. You may catch them outdoors golfing, biking, kayaking, and exploring the beautiful parks or sampling the unique food scene.