Austin Winsett, CPA joined Exencial in March of 2018. He works with advisor team to deliver wealth planning services to clients. He collaborates and serves as a conduit between the investment and tax team in developing solutions for complex tax, estate, retirement, and investment issues. Austin always had a passion for investment and financial planning. He enjoys working directly with clients and helping them live fulfilled lives
Austin graduated from the University of Oklahoma with a Masters degree in Accounting. Upon Graduation, he spent several years at KPMG where he focused on attestation services for alternative investments and private equity funds. He obtained his CPA license in 2016. Austin is a member of the American Institute of CPAs and Texas Society of CPAs.
Outside of the office, he enjoys spending time with friends and family, cooking, and being outdoors for a run or round of golf.