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Austin 1_Blue Austin 2_Blue

3600 North Capital of Texas Hwy,
Building B, Suite 150
Austin, TX 78746

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Phone: 512.354.3965

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Institutional Retirement
Endowments & Foundations

Our Team

Our Austin-based financial advisors specialize in providing investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Peter DiNardo, CFP®

Financial Advisor

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Advisor

Michael Maresh, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Austin, TX

3600 North Capital of Texas Hwy,
Building B, Suite 150
Austin, TX 78746
Phone 512.354.3965