Family: Anders is a dedicated father to twin boys, Sebastian and Sawyer. As a family, they enjoy riding bikes, traveling, and spending time with their golden doodle, Boon. Anders was born and raised in Austin.
Duties & responsibilities at Wela: Anders is a Client Advisor and Managing Partner at Wela Financial Advisory. As a lead advisor, he manages and strengthens client relationships through regular reviews and meetings, creating personalized holistic financial plans tailored to each client's unique goals and needs. He oversees the entire team supporting our clients, including the investment team, financial planning team, and client service team. His goal is to provide each client financial clarity, peace of mind, and to help them grow and enjoy their wealth. As a Managing Partner, Anders also supports the business in finance and technology.
Education: Anders holds a B.S. in Education from the University of Tennessee and an MBA from The University of the Incarnate Word.
Background: In 2014, immediately after business school, Anders joined the financial services industry. He holds his series 65 and Certified Financial Planner designations.
