Corporate Partners



For more information about being a Corporate Partner with FPA Austin, CLICK HERE.

Questions? Contact Brooks Morgan, FPA Austin Partner Director, or Sarah Frankenfeld, FPA Austin Chapter Executive.

2019 Platinum Partners

Balcones Advisory
901 S. Mopac Expressway, Bldg 1, Suite 300
Ausitn, TX  78746
(512) 697-9244
www.balconesadvisory.com
Contact: Mark Austin
First Trust Portfolios
7821 Haggans Lane
Austin, TX 78739
(630) 915-6925
www.ftportfolios.com
Contact: Scott Dawson

Innovative Portfolios
3435 Greystone Dr., Ste 107
Austin, TX 78731
(512) 345-0005
Contact: Brad Miksek
PNC Retirement Solutions
200 Crescent Court, Ste 400 Dallas TX  75201
(817) 776-7110
Contact: Joe Martin
Per Stirling, LLC
4800 Bee Caves Road
Austin, TX 78746
(512) 623-4042
www.perstirling.com
Contact: Robert Phipps

2019 Gold Partners

 
Atchley & Associates, LLC
1005 La Posada Drive
Austin, TX 78752
(512) 346-2086
www.atchleycpas.com 
Contact: Jay Mezera
 Fleming Conway Allstate Agency
3435 Greystone Dr., Ste 107
Austin, TX 78731
(512) 345-0005
www.allstate.com/flemingconway
Contacts:
Melissa Fleming
Kelly Conway
 Red Oak Compliance
1101 Arrow Point Dr, #301
Cedar Park, TX 78613
(512) 796-3299
www.redoakcompliance.com
Contact: Cathy Vasilev
 Vanguard Financial Advisor Services
Dallas, TX
(214) 763-9979
www.advisors.vanguard.com
Contacts: Eric Pickens
Neal Guidry