As Director of Planning, Ezra is passionate about helping individuals and families make thoughtful financial decisions with confidence. He believes great planning is about more than investments—it’s about understanding what matters most to each client and building a roadmap that helps them achieve their goals with confidence. He is committed to developing lasting relationships and believes the best financial advice begins with listening, education, and a deep understanding of each client’s unique circumstances
Prior to joining Arrowhead Private Wealth, Ezra worked with financial advisors across the country, helping them implement investment strategies and improve outcomes for the families they serve. He served in a sales role at Innovator ETFs, a small ETF start up in Chicago, and then on the advisor consultant team at Dimensional Fund Advisors here in Austin. Those experiences gave him a strong appreciation for disciplined planning, collaborative relationships, and the value of a long-term perspective.
Ezra earned a B.A. in Business Economics, graduating cum laude from Wheaton College. He is fully licensed with his Series 7, Series 63, and Series 65 licenses.
While originally from Connecticut Ezra now calls Austin home and enjoys spending time exploring the city with his wife, Briley, and their growing family. Alongside his work at Arrowhead Private Wealth, Ezra is also pursuing entrepreneurial business ventures.
