WELCOME, AUSTIN CRITES!
Please join me in welcoming Austin Crites as the newest partner at Aurora Financial Strategies!
Since starting Aurora Financial Strategies in 2016, our mission has always been to help members of our community (many of which are close personal friends, business owners, and family members) create the life of their dreams, free from anxiety and stress about money. We owe a great deal of our success to our clients, close business relationships, and many of our strongest advocates in the community. Aurora Financial Strategies has been fortunate to grow rapidly and become a firm that I am ridiculously proud of. A firm that is ready to take the next step and continue to expand our reach. While growth is fantastic, it has always been important to me that no matter how large we grow, our relationships with existing clients (those that were absolutely instrumental in the success of our financial planning firm) should never be diminished. In order to grow in this way, adding exceptional members to our team is a must! This became apparent to me when we formed a relationship with Gettings Reed in Lafayette, IN. Collaborating with other likeminded, strongly driven individuals makes us better and gives our clients a better level of support.
Which brings me to Austin, our new Chief Investment Officer (CIO)! As a CFA Charterholder, Austin will primarily be responsible for leading our investment committee, managing client’s investment portfolios, and providing market insights. In addition to building portfolios for clients of Aurora Financial Strategies, Austin is an adjunct professor of investments at Marian University and the incoming President of the CFA Society of Indianapolis. Before joining Aurora Financial Strategies as a Partner, Austin has spent the last 5 years working for a wealth management firm in Indianapolis conducting research on stocks while managing investment strategies for high net worth and institutional clients. He brings a wealth of experience and will be a great resource for our firm!
Austin considers his natural curiosity to be among his greatest strengths as an investor. He is fascinated with learning and revisiting different types of businesses and industries to find what make them tick. That wide-ranging curiosity helps him sift through stock reports and build well diversified portfolios. In his personal time, Austin explores hobbies as a lifelong learner. The latest adventure is vegetable gardening, but Austin also enjoys fermenting apple cider, watching baseball (Go Cubs!), playing soccer, grilling, nonfiction reading and strategy games (board and PC). Austin also enjoys family time with his wife Kundai, who is an OBGYN resident at IU Health, and their son Tatenda. They live in the downtown Indianapolis area. Personally, I have known Austin nearly all of my life, and couldn’t be more excited to work and build a business with such a close friend. If you know Austin, shoot him a message over the phone, or on social media to welcome him to the Aurora Financial Strategies Team!
Billy Cardwell, CFP®
Billy Cardwell is the Owner of Aurora Financial Strategies, a financial advisory firm based out of Kokomo, IN. He can be reached via email at billy@billycardwell.com. Investment Advisory Services are offered through BCGM Wealth Management, LLC, a SEC registered investment adviser. This blog does not constitute advice. This is not an offer to buy or sell securities. Advisor is not licensed in all states.
