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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.

  • Jasen Wallace, CFP®
    Associate Wealth Advisor JASEN WALLACE

    Jasen Wallace is a Board CERTIFIED FINANCIAL PLANNER™ professional who helps clients answer some of life's biggest financial questions like: 'How should I save for retirement?' or 'Should I pay off my debt or invest first?' or 'What's the best way for me to pay for my kid's education?' and 'When is the best time for me to take my Social Security?'

    Jasen has worked over half a decade with both young professionals and those nearing or in retirement. Each have their own challenges that our firm is well equipped to handle.

    Jasen earned his Masters Degree in Financial Planning from Texas Tech University, a Graduate Certificate in Charitable Planning, and passed the CFP® exam in 2012.

    Jasen enjoys running, rock climbing, live comedy and music with his soon-to-be wife, Brandi Reilly.

  • 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.

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