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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Austin Wells, Retirement Plan Consultant & Investment Advisor, began his career in 2014. With a strong foundation in investment guidance, retirement planning, and tax strategies from his early years as a financial advisor, he now specializes in helping businesses create effective corporate benefits programs.
Specializing in retirement plan consulting, Austin focuses on helping businesses design programs that meet organizational objectives while enhancing employee financial well-being. He values seeing the long-term positive impact of well-crafted benefit structures, which help business owners prepare for their future, foster employee loyalty, and support financial security for all participants.
Austin lives in Omaha, NE, with his wife Kelsey and their son Campbell. Outside the office, he can be found participating in sporting events, outdoor activities, golfing, and spending time at the park with his son.