Travis Penfield
Co-Founder & CEO
Austin, TX
Our Team
The people behind every 49 plan.
A team-based approach allows our clients to benefit from shared expertise, thoughtful strategy, and ongoing guidance.
Sam Brownell
Co-Founder & President
Austin, TX
Maya Lawrence
Senior Financial Advisor
Dallas, TX
Jordan Reyes
Private Wealth Advisor
Houston, TX
Priya Mehta
Financial Planner
San Antonio, TX
Nathan Cole
Investment Strategist
Austin, TX
Elena Park
Client Experience Lead
Dallas, TX
Marcus Whitaker
Senior Advisor
Houston, TX
Hannah Liu
Associate Advisor
Austin, TX