“If you really look closely, most overnight successes took a long time” - Steve Jobs
Role at Mission Wealth
Griffin serves as a Client Advisor Associate for Mission Wealth. In this process he becomes intimately acquainted with client’s financial lives and specific goals. He then works to analyze current investments to deliver customized financial planning, estate planning, asset protection, wealth management reviews and tax planning solutions to assist in their goal achievement.
Being in Wealth Management allows Griffin to bridge his passion for investments and planning with his desire to help people reach their life goals and feel more at peace with their financial future.
Professional Background
After discovering the RIA industry as a sophomore in college, Griffin became intrigued by the space and immediately started making connections in the industry and applying to internships. He got his start as a Summer Associate at TIAA Financial Services the summer following his junior year of college, where he assisted a team with a variety of client-related projects. Griffin later went on to work as an Investment Analyst Intern at a small RIA in north Austin, before joining the team full-time as a Wealth Management Associate upon graduating in May of 2022. He worked closely with CFPs and CFAs to support both client advisory and portfolio management operations before eventually taking a position at Mission Wealth as a Client Advisor Associate.
Personal Pursuits
Griffin loves to explore the city of Austin, watch sports, play guitar, and eat good food. But most importantly, he cares about faith, family, and Texas football.
Griffin is an active alumni of the UT Wealth Management Program and spent time in college volunteering for the B+ Foundation, an organization devoted to the fight against childhood cancer.