Danny Caswell
CPA, ADVISOR

Since graduating from the University of Texas at Austin in 1984 with a BBA in Accounting and Finance, Mr. Caswell has advised a number of successful companies, founders and CEOs.  His years of experience span an international CPA firm, as Director of Asset Management and Treasury of a Fortune 500 company and as Director and CFO of a venture capital firm. Today, he works as the personal CFO for some of the most successful business owners and executives in the country.

  • Texas Society of CPAs

  • AICPA

  • Insurancee License

 

Austin Caswell
ADVISOR

Austin is a recent graduate from Rensselaer Polytechnic Institute (RPI) with a B.S. in Business Management and Technology and an emphasis on Financial Engineering and Risk Analytics. While attending RPI, Austin worked on numerous projects with engineers, architects, and entrepreneurs to assess and address the financial risk to their plans.  At Integrated Wealth Strategies, Austin coordinates the analysis needed to advise clients in areas such as life insurance, taxes, investments, purchase decisions, loan and more.

  • Insurance License

Lynne Wiggins
ATTORNEY, ADVISOR

A twenty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne helps clients with their overall strategic financial planning and investment management.  As a former SEC Enforcement and Litigation Attorney in addition to trial counsel for Fortune 500 companies, she combines her extensive product knowledge of the financial markets with a dedication to a high standard of excellence in helping clients pursue their legal and financial goals.

 

  • FINRA Arbitrator

  • Securities Expert Witness

  • Insurance and Real Estate License

Cindy Morales
CPA, ANALYST

Cindy received her BBA from the University of Texas at Austin in 2012 with a focus in Accounting and minor in Management. She is a member of the American Association of Notaries and the Texas Society of Certified Public Accountants. Cindy received her CPA certification in May 2015.  She specializes in working with individuals, families,  and small businesses.

Dale Jacobson,
CPA, ADVISOR

Dale has over two decades experience in tax planning and financial advisory services, with a focus on closely-held and family owned businesses.  His specialty includes family wealth planning and tax optimization for estates and financial legacy preservation.  Dale represents clients in IRS audits and has served as a principal financial officer in a multiple of enterprises, from mature international investment and real estate organizations, to start-ups.

 

  • Texas Society of CPAs

  • AICPA

  • Insurance and Real Estate License

Richard Lewins
ATTORNEY, ADVISOR

RIchard has devoted his entire professional career working in the financial markets, both as an attorney and as a financial advisor.  A graduate of The University of Texas (BA) and Southern Methodist University (JD), over the past 15 years, RIchard has devoted his law practice to representing investors in securities-related matters. Prior to practicing securities law, Richard worked as a financial advisor, regional sales manager and regional marketing manager for several Wall Street broker/dealer firms.  He has served on the Board of Directors of the Public Investors Arbitration Bar Association.  

1717 West Sixth Street, NW, Suite 108
Hartland Plaza
Austin, Texas  78703
512-291-6391