Tim Marwill, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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Tim is a CERTIFIED FINANCIAL PLANNER™ professional who has been serving the needs of his clients for more than 26 years. He received his Bachelor of Business Administration degree in finance from the University of Texas at Austin in 1993. Tim’s investment philosophy is centered around patience and discipline. This, coupled with his vast knowledge of asset allocation, allows him to be an effective advisor. Tim is committed to long-term planning while assisting clients by identifying and establishing their lifetime goals such as retirement, education and estate planning. Then, he and his clients develop a comprehensive plan to oversee that the most appropriate solutions are consistent with their specific objectives.

When not assisting clients, Tim enjoys spending time with his wife, Kelly, and their children, playing soccer and attending UT football games. In addition, Tim volunteers his time to his fraternity, Alpha Tau Omega, and serves on the board of the Eanes Education Foundation.

Eric Wittek, CRPC®

Associate Vice President - Financial Advisor


Eric started his path into financial advising during his years at The University of Texas at Austin, interning at Smith Barney and working closely with Tim Marwill. He graduated with a Bachelor of Arts degree in economics with a minor in business foundations in 2007. After three years with the firm as an intern, Eric was hired as a financial advisor upon graduation. His deep and ever-growing knowledge of investments, access to unique resources and thorough understanding of his clients’ needs allow him to customize detailed blueprints in order to help solidify their financial independence. Eric is dedicated to not only being there during good markets, but helping clients through the difficult ones by bringing innovative solutions that are fully integrated with his clients’ financial needs. Among Eric’s many duties on the team are portfolio analysis and quarterbacking each client’s periodic account reviews.

Eric serves on the board of directors of Samaritan Center as board president and as board vice president of Austin Chamber Music Center. When away from the office, he enjoys spending as much as time as possible with his wife, Lauren, and their son, Ethan. He also enjoys playing in local sports leagues with a group of close friends.

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