SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.
Austin joined Lumsden & McCormick Financial Services in March 2022 as a financial advisor. He is currently licensed with his Series 7, 65 & 63, SIE, and Life & Health. Austin assists the Financial Services leadership team to deliver custom, holistic plans that fit an individual’s entire financial situation understanding the importance of cash flow, the role of taxes, wealth preservation, and legacy building. Additionally, Austin works with businesses and their owners to set up and manage their qualified retirement plans.
Mercyhurst University, Bachelor of Science, Business Finance and a minor in Management
National Association of Plan Advisors, Certified Plan Fiduciary Advisor (CPFA)
Passed SIE, Series 7, 63, 65, and Life & Health securities exams - Financial Advisor
Austin enjoys playing golf, watching football, and traveling to new places. While at Mercyhurst University, he played Division II Men’s Lacrosse.