Austin is a skilled professional with a unique combination of experience in finance and technology. His background and several years of experience in the banking industry, had led him to a passion for valuation advisory. Since joining the team in 2016, he has made significant contributions to financial modeling, annual ESOP valuations, and equity transaction assignments.

Austin’s credentials further showcase his expertise in the field. He holds the FMVA (Financial Modeling & Valuation Analyst) certification from the Corporate Finance Institute, which is a globally recognized and respected certification for finance professionals.

Education and Professional Licenses

  • BA – Finance & Information Technology ‒ University of Wisconsin – Whitewater
  • FMVA®– Certified Financial Modeling & Valuation Analyst
  • ABV – Accredited in Business Valuation

Professional Affiliations/Association Memberships

  • The ESOP Association (TEA) Wisconsin Chapter
  • Member – American Institute of CPAs (AICPA)