The Miura Group

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.

With her wonderful smile and sense of humor, Mari takes care of the insurance needs our clients have. She has responsibility for all service needs, helping apply for and get new coverage issued, changing beneficiaries, and any other needs within this part of our practice. She is the epitome of CAN DO!

Lindsey brings years of experience helping clients with complex planning issues and doing so in a way that is highly connected and engaging. She has worked with successful professionals and business owners on topics ranging from executive compensation plans, estate planning, and cash flow management to retirement planning and intricate insurance planning. She has been deeply involved in the community on a number of civic issues and even performed in and produced a rap video encouraging kids to excel at Math!

A long time Austinite with dep family roots here, Natelyn works with Mari and Kassie to provide fantastic servicing and underwriting for our clients' insurance needs.  An incredibly positive attitude and desire to "get it right" has made her a fantastic addition to our Team.

Kassie brings infectious energy and focus to assisting in the underwriting and service of the insurance needs of our clients. She works closely with Mari and Natelyn and the advisors to provide the service our clients need in an efficient and enjoyable process.

Jack brings experience in institutional research analysis and planning to our practice. He is essential in the design and implementation of our investmest portfolios, research and implementation, and works directly with clients and advisors. His strong background in planning brings added depth to the planning process and deliverables we provide our clients.

Murphy's work is focused on working with our advisors and clients to develop and monitor the financial plans so essential to meeting their goals. He brings a deep understanding of the process and helps us integrate investment, insurance, and distribution tools tp provide effective outcomes. He is a lifelong Austinite and has a world class Starbucks habit!