A passionate team with a crystal clear vision for you.
Our advisers build authentic relationships with every client while helping build their highly personalized portfolios. We’re dedicated, and we never stop working for you. We address each family’s unique objectives and challenges with enthusiasm — committed to identifying optimal solutions. Our core values propel us towards successful outcomes for your wealth management.
Chris Jones, AWMA®
Managing Partner, Private Wealth Adviser
Chris Jones is a founding Partner at Reed Lake Private Wealth. He was previously a Partner and Wealth Manager at Austin Financial Partners and has over 30 years of experience in the financial services and wealth management business. Chris’ area of expertise is providing comprehensive wealth management for families, professionals, and closely held businesses.
Emphasizing a high level of communication and concierge service, Chris works to create plans that will positively impact the trajectory of clients’ financial lives. Our clients are hard-working, intelligent people. They are busy raising and guiding their families, businesses, and careers. Our job is to understand their complex situations, provide them with thoughtful options, and help them make wise financial decisions.
Chris and his team share a strong commitment to family. It is truly a privilege to play a significant role in the lives of families we serve. One of our cornerstones is to establish deep personal relationships with our clients that we serve and grow through generations. We like to say our clients are part of our extended family. A notable example of this is with a family that Chris has had the privilege and honor to serve as advisor for four generations. As you would expect, the planning is different for each family member. It has been a collaborative team effort with our Advanced Planning group, their attorney, CPA, and various other advisors to make sure the family plan benefits every family member.
Chris currently leads his team in managing investment portfolios, which includes conducting investment research, determining investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. Chris completed his education at the University of Arkansas Monticello, where he studied business and finance. He holds the FINRA 7, 24, 52, 53, 63 & 65 registrations through Commonwealth Financial Network® and has received the Accredited Wealth Management Advisor® designation.
Chris really enjoys volunteering. He was a board member for Big Brothers Big Sisters from 2008 to 2014, where he partnered in the transformation of lives of children to provide them with an opportunity to learn and have a bright future. Since 2018, Chris has served as a Career & Life Coach at Career Networking Group, an organization that provides comprehensive job search programs and services, emotional and spiritual support to jobseekers. He also serves as an usher and mentor at his church.
When Chris is not working with his clients or volunteering, he enjoys spending time with his wife Julie, and trying new restaurants in Austin with his adult children, trying to keep up with his granddaughter, hanging out with friends, biking, golfing, and traveling. Chris, Julie and Lulu (their black lab) along with their family and friends, also enjoy spending time at their lake house on Lake LBJ.
Partner, Private Wealth Advisor
Michael Irvin joined the company in 2022 after spending the last 6 years working as a private wealth advisor at another firm in Austin. Michael works primarily with small business owners and high net worth individuals to develop and implement strategies that enhance and add value to his clients’ lives. Areas that Michael works with clients include portfolio management, cash flow planning, retirement planning, insurance strategies, and generational wealth planning.
Michael began his career in Dallas, TX as an analyst for a national real estate group. After several years in Dallas, he had an opportunity to move to Little Rock, AR to work as a commercial banker. There he worked with local business owners on financing needs for everything from simple working capital needs to construction of large real estate projects.
While in Arkansas, Michael earned his MBA from the Walton College of Business at The University of Arkansas. Additionally, he served as President of the Board of Directors for Big Brothers Big Sisters of Central Arkansas while also serving on the board of directors and finance committee for The First Tee of Central Arkansas.
Here in Austin, Michael is currently serving on the board of the Austin chapter of Quail Coalition, a Texas wildlife conservation group focused on raising money for organizations that support wildlife habitat and the introduction of youth to the outdoors. He also just finished his first season coaching his son’s tee ball team at Northwest Little League.
When he's not servicing clients, Michael enjoys spending time with his wife Lindsay and his two children, Grace (8) and MJ (4). His hobbies include hunting, fishing, and playing golf.
Julie Jones considers herself a process analyst. She loves creating organized systems and processes that make life simpler and more streamlined. Her passion for keeping things organized, balanced, and accessible makes her a natural fit for her position at Reed Lake Private Wealth.
Julie grew up in Pine Bluff, Arkansas and, at the ripe age of eight, when assigned to be the third-grade grocery store checkout clerk, decided numbers were her passion. She moved to Texas to attend SMU, where she graduated with a BBA in Accounting. During college, she married her high school sweetheart, and upon graduating began working in the oil and gas accounting field until starting a family.
Julie worked primarily in the world of accounting before going on to start J Jones Company, a financial bookkeeping service. Her penchant for perfection, along with her inquisitive instincts, made her a natural fit for a position at a law firm in 2008, where she implemented a system for foreign trust accounting. Surprisingly, through this work she learned she is more of a creative type than she once believed; it is simply reflected unconventionally in systems, processes, and Quickbooks.
In 2011, Julie’s son and his business partner asked Julie if she would consider working for them. For the next eight years, she was the Finance and HR Director at Gossett Jones Homes. She considers it an amazing part of her journey that led her to Reed Lake Private Wealth, where she garnered the confidence to manage the needs of a growing business.
In her spare time, you can find Julie biking the trails of Lady Bird Lake, hiking the mountains in Telluride, working out, kayaking on Lake LBJ, volunteering in her church, and of course making memories with her family and friends.
Client Service Manager
Anastasia joined Reed Lake Private Wealth in 2021 in the role of Client Service Manager.
She enjoys the opportunity to be part of an organization that makes it their mission to improve the lives of their clients through forward thinking and planning. It is her goal to support the clients by streamlining and organizing their piece of the process. Since no two people are the same, no two plans are the same. This makes for a busy office, but Anastasia is up for the challenge and is always learning something new.
Anastasia holds a Bachelor's degree in Mechanical Engineering and a Master’s degree in Engineering Management with a concentration in product design. Her formal education, followed by 20 years of working as an engineer, taught her how to be a thoughtful organized problem-solver. She has used these universal skills in several areas throughout her life.
Anastasia lives in Texas, and cheers for both the Longhorns and Aggies. She loves Saturday morning cappuccinos and breakfast tacos from her favorite local spots!
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