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MEET OUR TEAM
WHO WE ARE
We are a team of financial professionals based in Austin with combined experience spanning over five decades. With the benefit of integrated resources and financial acumen, we offer a customized financial roadmap for our clients. Relationships built on trust and informed advice are our foundation and serve to guide our individual and collective journeys. Here in Austin we embrace the energy, vibrancy and spirit that is unique to the city we call home. It's a constant reminder that community adds a richness to our journeys. We look forward to being a part of yours.
Lynne Wiggins
Founder and CEO
A thirty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients in developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As an award-winning Advisor, FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne's experience spans decades and across multi-disciplines. Her passion for helping clients, extensive knowledge of the financial markets and her dedication to a high standard of excellence provides her clients with the roadmap to their desired financial destination.​ Lynne and her family are sports enthusiasts and enjoy outdoor life in Austin with their 3 dogs and horses.
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Richard King
Wealth Advisor, CFP, CRPC
Richard King brings a strategic, client-focused approach to wealth management guiding families, business owners, and corporate executives through financial planning designed to shape their futures. A graduate of West Point with a Bachelor of Science degree, Richard has continued to deepen his knowledge, earning the Certified Retirement Planning Counselor (CRPC) designation and completing the Certified Financial Planner (CFP) education program at Rice University. His commitment to continuous learning allows him to offer thoughtful insights and tailored strategies to his clients. Beyond his work, Richard thrives on adventure- whether traveling, skydiving, or tackling hands-on projects at home. He and his wife share a love for animals, caring for their two dogs and cats.
As a native Texan who has devoted his entire professional career working in the financial markets, both as an attorney and as a financial advisor, Richard brings an extraordinary perspective to our wealth management practice. Richard has spent many years representing investors and now focuses much of his time advising clients on how best to manage their assets. He previously worked as a financial advisor, regional sales manager, and regional marketing manager for several broker/dealer firms. He has also served on the Board of Directors of the Public Investors Arbitration Bar Association (PIABA) from 2009-2015. A big Dallas Cowboys' fan, Richard enjoys spending time between his hometown of Dallas and Austin with his wife.
Richard Lewins
Wealth Advisor
Jara Tyson
Administrative Assistant
Jara is a native of Southeast Missouri and studied Fashion Design in college. She began her financial career in 1992 working at Stifel Financial and has over 30 years of experience in the financial services industry, 20 of which she has worked specifically with Registered Investment Advisory Firms. She has vast experience servicing a wide range of investment products on many different platforms. Along with her love of helping clients in the financial industry, Jara has a love of cooking and baking which she enjoys with her teenage daughter and her two cats.
etf.com's TOP 100 Financial Advisors
These ratings were provided on November 18, 2024 by etf.com. It covers the time period of Jan 1, 2024 - June 20, 2024. There was no compensation exchanged in consideration for this Rating. For more information, please visit https://www.etf.com/top-100-advisors. All individuals or entities listed were selected based solely on merit, publicly available information, and/or information provided directly by applicants.
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