Professional
Simply put, at The Miura Group, we want to work with people who love someone else. What we mean by this is that the types of individuals we help are passionate about their lives, think big, and have a desire to protect and care for the ones they love. The recommendations we will provide to you are oftentimes the same ones we use to help mitigate risk and achieve personal goals in our own lives. We look forward to getting to know you as we develop a comprehensive financial plan that helps provide you with flexibility in how you live your life.
Put people first and treat them as we would want to be treated. Use the same tools and approaches for them that we use to create our own wealth and security. This has been our North Star.
Since 1987, we have been focused on partnering with our clients and friends to help them develop process and strategies to meet the goals that are critical in their lives. Through all the joys and disappointments that life can bring, we have strived to be a constant source of advice, counsel and stability. It has been a privilege for us to be trusted and the friendships and relationships we have built have made our lives so rich.
I am so lucky to be surrounded by wonderful people who still let me believe I am the CBW (Chief Bottle Washer)!
We strive to have an environment that lets people grow, feel valued and respected, and take pride in serving those who put their faith in us. Being able to laugh and enjoy the people around us makes every day better.
We look forward to impacting your life in a powerful and positive way.
Education
- University of Texas (Austin), Bachelor of Arts in Business
Professional Deisgnations
- Accredited Wealth Management Advisor
- Chartered Financial Consultant
- Chartered Life Underwriter
- Retirement Income Certified Professional
Personal
I have lived in Austin since 1983, married Ellen who was raised in Austin, and have three kids. Austin is special to us and I understand the challenges, excitement and opportunities of living here. I deal with the same issues you are concerned about all the time and believe it gives me great insight into finding ways to solve financial problems for my clients.