Our Team

The People Behind Your Plan

A dedicated team helping Central Texas families retire with clarity, control, and confidence since 2005.

Portrait of Nathan Fort, Founder & President

Nathan Fort

Founder & President

Portrait of Jake Johnson, Certified Financial Planner

Jake Johnson

Certified Financial Planner

Portrait of Lee Porter, Financial Advisor

Lee Porter

Financial Advisor

Portrait of Roylissa “Roy” Valenzuela, Business Operations

Roylissa “Roy” Valenzuela

Business Operations

Portrait of Nikki Morris, Client Support Manager

Nikki Morris

Client Support Manager

Portrait of Taylor Hobbs, Executive Assistant

Taylor Hobbs

Executive Assistant

Portrait of Andre Sotelo, Client Relationship Coordinator

Andre Sotelo

Client Relationship Coordinator

Ready to plan your retirement with confidence?

Let's talk about your goals and build a plan that gives you clarity and control.

Financial Clarity Session Call: (512) 695-7715