Our team was built on a shared belief that financial planning should be personal, thoughtful, and relationship driven. Calvin, Tommy, Gretchen, and Brenda each bring distinct experience and perspectives, united by a commitment to helping clients plan confidently and fulfilling their motto of making life better.
Calvin began his career in 1995 with SunAmerica Securities and transitioned his practice to LPL Financial in 2001, where the team remains today. Tommy joined LPL Financial in 2011, where he met Calvin. After working closely together for several years, they joined forces and became business partners.
In 2020, the team expanded through the acquisition of another firm, welcoming Brenda in a supporting role to further strengthen operations and enhance the client experience. Two years later, Gretchen joined the team to ensure clients continued receiving the same high level of service as the practice grew. In 2022, she became an advisor, supporting continued growth while maintaining the integrity of the client experience.
In 2024, the team aligned with The Wealth Consulting Group (WCG) to provide clients with enhanced investment management services and compliance supervision, all while remaining under LPL Financial. Most recently, the team and WCG took the next step in their relationship by becoming business partners, aligning their vision for long-term success.
Today, the team serves clients collaboratively, allowing them to navigate financial complexity with clarity, confidence, and a highly coordinated approach.
Austin Team
Calvin E. Lee Jr.
Wealth Advisor
Tommy Sauriol CFP®
Wealth Advisor
Gretchen Saurage CFP®
Wealth Advisor
Brenda Willis
Client Service Associate