Client Advisory

Biography

Tobias is an Associate in the Austin, Texas office. He is a member of the Implementation team, providing support to clients and advisors alike.

Prior to joining Cerity Partners, Tobias worked at Evensky & Katz / Foldes Wealth Management in Lubbock, Texas and worked as a Workflow Solutions Team Associate for Charles Schwab Advisor Wealth Services. In his spare time, Tobias enjoys Wildlife conservation, hunting and fishing, volunteer work and spending time with family and friends watching the Texas Tech Red Raiders, Dallas Cowboys, Texas Rangers, Dallas Mavericks and Dallas Stars.

Education

  • Texas Tech University School of Financial Planning, B.S Personal Financial Planning

Highlights

  • Texas Boys and Girls Ranch of Texas Volunteer
  • Harvest Pack Volunteer
  • First Tee Volunteer
  • National Association of Insurance and Financial Advisors (NAIFA) young leaders’ program
  • Personal Financial Planning Association of Texas Tech Member

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