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Meet the Weinheimer Wealth Management Team

With more than 75 years of collective financial planning and investment management experience,
Weinheimer Wealth Management is the expert on Wealth In Transition.™

  • Matt Weinheimer, CFP®
    Founder, Wealth Advisor MATT WEINHEIMER

    Matt brings more than 15 years of experience to understanding the financial and emotional issues behind helping to transition from acquiring wealth to help grow and protect that wealth. Deeply familiar with the emotional and financial challenges associated with transitioning wealth for executives, entrepreneurs and inheritors, among others, Matt seeks to understand each client’s current situation and goals and craft a flexible and enduring financial, investment and risk management plan.

    A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997 and is a CERTIFIED FINANCIAL PLANNER™ professional. His charitable endeavors include: serving on the board of the Rotary Club of Austin, he is the former president of the Young Men’s Business League, and continues to serve on the capital campaign committee of the Austin Sunshine Camp. Travel is a special passion of his, and favorite destinations for the Weinheimer family include Costa Rica, Hawaii and Florida. In and around Austin and on the road, he enjoys mountain biking, fly fishing and scuba diving.

  • Matt MacWilliams, CFP®
    Wealth Advisor MATT MACWILLIAMS

    A veteran of the Austin financial advisory community with nearly 25 years of experience building financial strategies for families with wealth in transition, Matt works to ensure that clients can realize their retirement dreams for security and legacy planning.

    Matt is a graduate of the University of Texas Financial Planning Certificate Program and is a CERTIFIED FINANCIAL PLANNER™ professional. Matt served on the Board of Directors for the Samaritan Center for Counseling and Pastoral Care in Austin for 4 years, including 2 years as vice president. Matt continues to volunteer for special projects at The Samaritan Center.

    When he’s not at the office, he enjoys travel, camping and hiking, and bicycling with his wife, Barbara Jo Stetzelberger and Maggie, their Blue Lacy dog.

  • David Johnson
    Director of Operations DAVID JOHNSON

    As the Director of Operations, David’s focus is on streamlining operations and improving firm processes. He also helps to administer client accounts and serve as a liaison to the firm’s account custodians. His educational background in financial planning and his experience working in the legal industry make him uniquely suited to keeping the firm functioning efficiently and effectively.

    David earned his M.B.A. in Finance from St. Edward’s University and he graduated with a B.A. in Government from the University of Texas at Austin. Outside of the office, he enjoys spending time with his wife and two children, Scarlett and Travis.

  • Jasen Wallace, CFP®
    Associate Planner JASEN WALLACE

    As an assistant to the front line creators of financial and investment plans for the firm clients, Jasen helps advisors who draft plans that will meet client objectives while retaining the flexibility to withstand changing economic and market conditions.

    Jasen graduated from Texas Tech University with a Masters in Personal Financial Planning specializing in Charitable Planning. Jasen completed his Bachelors in Political Science at Texas A&M-Commerce.

    Jasen is a CERTIFIED FINANCIAL PLANNER™ professional.

    Outside of the office, Jasen enjoys outdoor activities including running 5k’s and travels across the great state of Texas.

  • Byron Evans
    Paraplanner Byron Evans

    Byron is a Texas native, from Missouri City. Byron exceled in math and graduated high school cum laude, which landed him the opportunity to attend Texas Tech University in Lubbock, Texas. There, he received his Bachelors of Business Administration with a focus in Accounting and also attained a Master’s of Science in Personal Financial Planning.

    After completing the Master’s program, Byron joined Weinheimer Wealth Management as a Paraplanner. Byron assists senior planners with the development and implementation of financial plans. Byron is currently studying for the CERTIFIED FINANCIAL PLANNER™ exam.

    Byron lives in the Oak Hill area of Southwest Austin and enjoys inspirational speaking and coaching youth sports leagues. His latest works include leadership and participation in the Young Adults ministry at Austin Oaks Church. Byron also enjoys hiking, sports, music, and food in his spare time and supports causes for children, pets, and financial education.

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