Rick has more than 25 years of experience working with individuals, families and their closely held entities. He serves as the Strategic Planning Partner of Durbin Bennett Private Wealth Management.
Prior to co-founding Durbin Bennett in 1987, Rick was a Tax Manager in the Austin, Texas office of Price Waterhouse Coopers, serving as Director of Financial Services.
Rick previously held the CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant with a Personal Financial Specialist credential. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Public Accountants, the Estate Planning Council of Central Texas and the International Certified Financial Planner Board of Standards, Inc. (CFP Board). Rick graduated from The McCombs School of Business at The University of Texas at Austin and participates in a variety of community and professional activities.
In his free time, Rick enjoys golf and cycling. A little-known fact about Rick? His father was the Concert Master of the Houston Symphony.
As the Chief Executive Officer, Tylor is entrusted with advising clients and providing them with a personalized experience.
Prior to joining Durbin Bennett Private Wealth Management, Tylor worked at Dimensional Fund Advisors, a global asset management firm with more than $400 billion in assets. In that role, he consulted for top independent financial advisors in the country on investments, business strategy, and client experience. He has since brought knowledge of those best practices to Durbin Bennett. Before Dimensional Fund Advisors, Tylor held positions with the Austin Technology Incubator and for the office of angel investor, Lowell Lebermann.
Tylor is a graduate of the University of Texas at Austin’s Master of Business Administration program and Plan II Honors program. He holds both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst certifications, and is a member of the CFA Society of Austin.
Always full of surprises, Tylor says his spirit animal is the Turritopsis Dohrnii, or the “immortal jellyfish” (we had to Google it). It is the only creature on planet Earth that lives forever.
As a Partner and Chief Investment Officer, Matt’s primary role is developing the overall investment strategy for client portfolios, leading the firm’s investment research efforts, and chairing the Investment Committee. Matt joined Durbin Bennett Private Wealth Management in 2004 and prior to his current role was the Senior Portfolio Manager. He began his career working for Enron Corporation in Houston, Texas. While at Enron, his responsibilities included evaluation and due diligence of private equity investments for industrial firms, as well as management of a long/short equity portfolio of technology stocks for an Enron sponsored hedge fund.
Matt holds a Bachelor of Science in chemical engineering and petroleum refining from the Colorado School of Mines in Golden, Colo. He also holds a Master of Business Administration from the University of Texas at Austin, with a concentration in finance as well as a specialization in investment management. While at the University of Texas, Matt served as a member of the MBA Investment Fund, LLC. Matt is a Chartered Financial Analyst Charterholder (CFA) and has earned the Chartered Alternative Investment Analyst designation (CAIA). He is also currently a board member of the CFA Society of Austin.
When he isn’t at work, Matt loves watching college football (he is extremely competitive), spending time with his kids and dogs, and working out. He hopes to visit Italy someday to experience its beauty, amazing culture, and people.
As a Partner and Director of Client Experience, Paul works closely with our clients and collaborates with their advisors to provide integrated wealth management advice and counsel to create custom solutions to best achieve their goals and objectives. Prior to joining Durbin Bennett Private Wealth Management in 2006, Paul was with Bernstein Investment Research and Management as an Investment Planning Analyst. In this role, Paul acted as a liaison between his clients and their professional advisors to develop high-level investment strategies to solve complex wealth management issues with a primary focus on financial planning.
Paul has a Bachelor of Business Administration in finance from the University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER™ professional.
Paul is a University of Texas sports fan and has a deep passion for food, wine, and craft beer experiences. Fun fact! Paul once spent two months on the Big Island in Hawaii with his brother on sabbatical.
As a Partner and Portfolio Manager, Cherry is responsible for identifying and implementing opportunities for investment process improvement and other capabilities to achieve business results. Cherry has been a part of our team since 2015.
Prior to joining Durbin Bennett Private Wealth Management, Cherry worked at Dimensional Fund Advisors, a global asset management firm with more than $400 billion in assets. While there, she supported regional directors in business development and client service activities. She began her financial services career at Loring Ward, a Turnkey Asset Management program serving in various roles within operations and portfolio strategy.
Cherry has a Bachelor of Science in finance from Santa Clara University. She holds the Chartered Financial Analyst® (CFA) and Certificate in Investment Performance Measurement® (CIPM) designations and is a member of the CFA Society of Austin.
Before going into finance, Cherry had a passion for fashion. When it comes to traveling, she believes the happiest people in the world live in Fiji and would love to visit one day.
Angela works closely with clients to develop customized wealth management strategies to enable them to achieve their goals and objectives. She has been a part of our team since 2017.
Prior to joining Durbin Bennett Private Wealth Management, Angela worked for seven years as a Financial Advisor at a large independent wealth management firm outside of Dallas. In that role, she oversaw a variety of functions including completing client reviews and financial plans, managing a team of service representatives, serving on the investment committee, and implementing the investment strategy for each client of the firm. Above all, she was instrumental in ensuring a positive client experience.
Angela graduated from The University of Texas at Austin, holds the CERTIFIED FINANCIAL PLANNER™ certification, and has previously served on the board for Destination Imagination and Young Business Leaders.
A little known fact about Angela? She likes to create floral arrangements! She also enjoys playing tennis, boating, and traveling, and her Netflix account is most likely streaming The Office.
Ashley works with clients to develop customized strategies to help them achieve their financial objectives. She has been a part of our team since 2017.
Prior to Durbin Bennett Private Wealth Management, she served as a Wealth Advisor at IberiaBank in New Orleans, La. In that role, she focused on creating comprehensive financial plans for high net worth individuals. This included working with clients’ other advisors to create holistic solutions that informed portfolio implementation.
Ashley earned her Bachelor of Business Administration in finance from Texas A&M University and her Master of Science in family financial planning from the University of Alabama. She is a CERTIFIED FINANCIAL PLANNER™ professional.
Ashley loves walking Town Lake Trail in her neighborhood with her husband and two sons. She spent her honeymoon in South Africa and is itching to go again someday. Another fun fact about Ashley? She and her husband went on a four-month trip in their Airstream to visit as many national parks as they could for the National Park centennial.
As a Senior Advisor, Janie works closely with clients to develop customized wealth management strategies to enable them to achieve their goals and objectives. She has been a part of our team since 2016.
Prior to joining Durbin Bennett Private Wealth Management, Janie began her professional career in the financial services industry at Kestra Financial (formerly NFP Advisor Services). She served in a number of roles, most recently as an Account Operations Manager, supervising a team of 60 account services specialists who were responsible for all aspects of account establishment and maintenance. Previously, she served as a Client Experience Specialist for Kestra, where she focused on developing and implementing solutions for a world-class client experience.
Janie currently holds a Series 66 Uniform Combined State Law license, and previously held a Series 7 General Securities License and a Series 24 General Securities Principal license. She is a CERTIFIED FINANCIAL PLANNER professional and a Lean Six Sigma Green Belt. She earned her Bachelor of Arts in southwest studies, with additional focuses in urban studies and Spanish, from Colorado College.
Janie and her husband foster animals for Austin Pets Alive! Since 2012, hundreds of cats, kittens, dogs, and puppies have spent time in their home before they found their forever home. They specialize in fostering pregnant dogs and Janie considers herself a doggy midwife since she has helped deliver dozens of puppies. Her favorite thing to do in her spare time is a craft and create special items for her friends and family.
As a Business Operations Manager, Branko assists our advisory team in a wide variety of client service-related endeavors including portfolio administration, client reporting, and other account operations.
Prior to joining Durbin Bennett Private Wealth Management, Branko began his career in financial services at Kestra Financial (formerly NFP Advisor Services). He was one of three account services supervisors managing a large team of in-house and overseas account services specialists responsible for establishing and maintaining client accounts. He also designed and implemented a variety of workflow improvements and processes to further expand Kestra’s award-winning client service experience. Prior to his role as a supervisor, he spent time working at NFP’s Trade Desk as a Trade Risk Analyst.
Branko attended Texas State University where he obtained a Bachelor of Business Administration in Finance. While at Texas State University he participated in the McCoy Student Management Investment Fund where he was an Equity Analyst for the industrials/materials and energy sectors, as well as the Compliance Manager for the fund. He currently holds a Lean Six Sigma Yellow Belt as well as the Series 65 Uniform Investment Adviser Law Examination license.
On weekends, Venezuelan-born Branko likes to devote his time to building and racing cars. He can spend hours modifying vehicles and won’t notice the time fly by. Attending the F1 Grand Prix in Monaco is at the top of his bucket list.
As an Advisor, Jordan believes in developing strong client relationships built on transparency, integrity, and open communication. He then tailors a unique, comprehensive approach to financial planning and investing. He joined Durbin Bennett in 2023.
Jordan has been in the industry since 2015. Prior to joining Durbin Bennett, Jordan advised on $1 billion in assets at Charles Schwab here in Austin, TX. He spent those 5 years working with clients to ensure their financial success through planning, investment management and banking solutions. He was consistently recognized as a key contributor for how he helped both his clients and teammates through his time. Prior to joining Charles Schwab, Jordan held similar roles in his hometown of San Diego.
Jordan graduated from San Diego State University with a dual degree in finance and economics. He is a CERTIFIED FINANCIAL PLANNER™, CFP® professional, a Certified Private Wealth Advisor®, CPWA® professional, and a Chartered Retirement Planning Counselor®, CRPC® professional. He also holds his Series 7 & 66 licenses.
Jordan loves to spend his time golfing, going to sporting events, and trying restaurants around Austin with his fiancé, Ryann. Like many others, he also always has his sights set on that next big trip! As a member of the Young Men’s Business League, he plays a key role in the fundraising for the Austin Sunshine Camps which serves underprivileged youth across Texas.
Dianne is an Operations Specialist that works with our team of advisors managing client relationships along with account maintenance and client reporting.
In her previous position, Dianne was Operations Manager at Enclave Advisors, LLC where she provided client support and oversaw the day-to-day operations of the office. Prior to joining Enclave, Dianne worked as the Executive Assistant to the Director of Client Development for McVean Trading & Investments, LLC in Memphis, TN. While there she organized a yearly, three-day client event which included arranging travel, booking speakers and planning activities. Previous to McVean Trading, she was the Executive Assistant to the CEO of Alternative Investment Strategies.
Dianne currently holds the Series 65 Uniform Investment Adviser Law license and previously held the Series 3 National Commodities Futures license while working in the commodity industry. In her spare time, you can find Dianne running around Town Lake and spending time with her family.
Kat supports our advisory team in a number of capacities including client services, account maintenance, and financial reporting.
Prior to joining Durbin Bennett Private Wealth Management, Kat began her professional career in the financial services industry at Goldman Sachs in Houston, Texas. She collaborated with an eight-person team managing $4 billion in assets to provide institutions, foundations, and ultra-high net worth individuals with tailored asset allocation solutions and portfolio management. Kat was responsible for the execution of daily operations involving the implementation of investment-related transactions, preparation of performance reviews, compliance initiatives, client on-boarding, and asset transfers. After leaving Goldman Sachs, Kat served as an Investor Relation Senior Associate for Vida Capital, a multi-billion dollar alternative asset manager specializing in non-correlated investment strategies, where she primarily managed the due diligence process for both prospective and existing institutional investors.
Kat holds a Series 7 General Securities License and a Series 66 Uniform Combined State Law license. She attended the University of Texas at Austin where she obtained a Bachelor of Business Administration in finance.
Kat is proud to have gotten to ring the New York Stock Exchange opening bell not once, but twice. In her spare time, Kat enjoys running around Town Lake, learning how to cook, and keeping up with the most popular TV shows (her guilty pleasure is The Bachelor!).
As an Operations Specialist, Taylor assists our advisory team with portfolio administration and client communications. She also assists with account maintenance and financial reporting.
Prior to joining Durbin Bennett Private Wealth Management, Taylor worked as a Festivals Accounting Specialist at C3 Presents LLC, a subsidiary of Live Nation Entertainment Inc. She joined C3 at the peak of the acquisition in 2015, aiding and overseeing the transition and increased demands of a public company and financial regime. During her four years with C3, she traveled across the United States, where she worked onsite to serve the vast financial needs that go into producing mass festivals. This experience provided her with a strong accounting platform to jumpstart her finance career.
Taylor graduated with High Honors from the University of Texas at Austin with a Bachelor of Arts in economics.
In her free time, Taylor loves seeking out live music (easy to do in the Live Music Capital of the World!) and exploring Town Lake and the greenbelt. Tiff’s Treats is her weakness, but who doesn’t love a batch of warm cookies?
April serves clients of Durbin Bennett Private Wealth Management as a Wealth Management Specialist. She joined our team in 2001 and has been involved in many aspects of the firm, including client services, account maintenance, compliance, and financial reporting.
Previously, April was the Controller at Lakeside Capital Partners, a family office management company in Dallas that provides accounting, tax, and wealth management services to affluent individuals and families. April played an integral role in establishing the infrastructure of Lakeside Capital Partners. She had many responsibilities but focused primarily on financial reporting and cash management issues for multiple individuals and family-owned entities. She was also instrumental in researching and developing standard procedures to account for numerous private equity investments. Prior to joining Lakeside Capital Partners, April was an Audit Senior in the Dallas office of Ernst & Young, LLP, where she specialized in the financial services and technology industries.
April graduated cum laude from Baylor University with a Bachelor of Business Administration in accounting. In her free time, you can find April on the golf course, cooking, reading a good book, or watching baseball.
Alexandra supports Durbin Bennett Private Wealth Management in a number of capacities including client services, account maintenance, and financial reporting.
Prior to joining Durbin Bennett, Alexandra began her professional career at UBS Investment Bank in Houston, Texas. She served as an Associate Director on the Acquisitions & Divestiture (A&D) Team which offered a full spectrum of technical, financial and industry expertise to clients in the Oil and Gas sector. During her tenure at UBS, Alexandra was directly involved in the execution of over $4 billion in energy transactions across every major U.S. basin. Alexandra coordinated with the team’s engineers, geologists and Managing Directors to ensure a smooth execution for her clients. As a leading member of the execution team, Alexandra was an integral part of the A&D process from the initial pitch through bid negations and deal closure.
Alexandra held a Series 79 Investment Banking Representative License and a Series 63 Uniform Securities Agent License at UBS. She currently holds a Series 65 Uniform Invest Advisor License. She is excited to pivot her refined skills from UBS towards assisting Durbin Bennett’s clientele.
Alexandra attended the University of Texas at Austin where she obtained a Bachelor of Science in Communication Studies – Corporate Communications and a Business Foundations certificate.
Outside of the office, Alexandra enjoys cooking, walking with her husband and black lab (“June”), exercising and spending time on Lake Travis. Alexandra is passionate about helping others and after her recent move to Austin is eager to get involved in the community.
Carla is an Operations Specialist who supports our advisory team in several capacities including account maintenance, client communications and financial reporting.
Prior to joining Durbin Bennett Private Wealth Management, Carla worked as a client services associate at Beacon Trust Company, a subsidiary of Provident Bank in New Jersey. She collaborated with a team of 12 advisors managing over $3 billion in assets. In this role, Carla performed several operations and client service activities to fulfill the needs of high-net-worth individuals. She was also in charge of a large M&A integration project as well as the implementation and monitoring of new processes to deliver a more efficient service experience.
Carla started her career in the financial industry as a client services assistant for the Latam team of a private bank in New York City. She acted as a client liaison between the credit, investments, and IT departments. In addition, Carla handled multiple types of money movement transactions, account maintenance and educated new and existent clients on firm products and services.
Carla is fluent in both English and Spanish and holds a bachelor’s degree in international business from Tecnologico de Monterrey in Mexico with additional coursework in business management from the University of Miami. In her free time, she enjoys trying new restaurants (and trucks), cooking, exploring Austin, and spending time with her energetic rescue pup.
Kevin works with clients to develop customized investment and planning strategies to help them achieve their financial objectives. Kevin joined the firm in 2022.
Prior to joining Durbin Bennett Private Wealth Management, He served as a Regional Director at Dimensional Fund Advisors. He worked with Institutional and Wealth Management clients in investment due diligence, asset allocation decisions and business strategy planning. Prior to working at Dimensional, Kevin held similar roles at BlackRock and Cantor Fitzgerald in New York.
Kevin earned his bachelor’s degree from the University of Delaware in both Economics & Political Science. He also holds the Certified Investment Management Analyst® (CIMA) designation from the Wharton School of Business.
When not in the office, Kevin enjoys spending time with his wife and three children, coaching youth sports and planning their next family trip (always open to suggestions!)
All Time High Anxiety
/0 Comments/in Uncategorized /by Durbin Bennett WealthA year ago, at the end of March 2020, the S&P 500 was down nearly 20% and the world was scrambling into lockdown.
History Shows That Stock Gains Can Add Up After Big Declines
/0 Comments/in Investing /by Durbin Bennett WealthSudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.
The Next Normal
/0 Comments/in Uncategorized /by Durbin Bennett WealthA year ago, at the end of March 2020, the S&P 500 was down nearly 20% and the world was scrambling into lockdown.
3rd Decade
/0 Comments/in Our Firm /by Durbin Bennett Wealth3rd Decade is an independent non-profit that has helped nearly 1,000 young adults across the country improve their lives dramatically.
Reflecting on the Changes of 2020
/0 Comments/in Our Firm /by Durbin Bennett WealthAs we close the chapter on 2020 and begin the new year of 2021, a review of the historic events of 2020 is helpful.
What History Tells Us About US Presidential Elections and the Market
/in Investing, Politics /by Durbin Bennett WealthIt’s natural for investors to look for a connection between who wins the White House and which way stocks will go.
Large and In Charge? Giant Firms atop Market Is Nothing New.
/in Investing /by Durbin Bennett WealthA top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented a larger portion of the market than Apple at the end of 2019 (5.8% vs. 4.1%).
Best Places to Work for Financial Advisers
/in Our Firm /by Durbin Bennett WealthInvestment News has named our firm as one of the best places to work for financial advisers!
Focusing on What You Can Control: Adding Value through Rebalancing
/in Investing, Saving /by Durbin Bennett WealthWhen it comes to investing, emotion is not your friend. In times of economic crises, emotional reactions can impact and endanger financial decisions (Figure 1). Investors tend to fluctuate between the poles of greed and fear. Right now is a time of heightened fear. The fear about our collective health is real. We have real control over how we follow personal hygiene, social distancing, and other guidelines. However, the control each of us has on the economy and, by proxy, the stock market is negligible.
Durbin Bennett Insights: Coronavirus
/in Investing /by Durbin Bennett WealthThere is an old saying that the stock market has correctly predicted ten out of the last two recessions. With the stock market opening down today after falling into correction territory yesterday, this saying has never been more timely.