When you work with Austin, you get the full bench of Roadstead Capital Partners — an independent Charleston firm. Click any face to read their bio.
Whether it's a 401(k) review or your own retirement, an introductory conversation is the place to start. It does not create an advisory relationship.
Request a ConversationAustin leads employer 401(k) advisory and retirement planning for business owners and pre-retirees across the Lowcountry, with a focus on fiduciary process and coordinated planning.
A Clemson University graduate in Business Management and Economics, he holds Series 7 and 66 licenses. Before advising, he ran a local fishing charter — and still spends his free time on the water with his black lab, Ruff.
Jeff brings 15+ years of experience in estate, trust, and retirement planning for families, plus investment and compliance oversight for ERISA-sponsored corporate retirement plans.
A Clemson University graduate in Corporate Financial Management, he is a CERTIFIED FINANCIAL PLANNER™ professional and an Osaic Wealth advisor representative. He lives in West Ashley with his wife Rachel and their three children and volunteers with the First Tee Foundation.
Josh co-owns Roadstead and works across wealth management and real estate with an emphasis on holistic asset protection. He takes a consultative approach, tailoring solutions to each client and leading with transparency.
He holds a degree in Finance and Economics from Winthrop University and Series 7 and 66 licenses.
Fred specializes in corporate retirement plans and brings 35 years of industry experience, serving as a plan fiduciary on participant guidance, portfolio construction, plan fees, and ERISA compliance.
He holds a B.S. in Finance from Frostburg State University and Series 6, 63, and 65 licenses as an Osaic Wealth advisor representative. Married 35 years, he proudly supports his wife's breast-cancer-survivor dragon boat team.
Marty guides clients through onboarding and provides the ongoing administrative support that keeps everything running smoothly.
She holds a business administration degree from Kent State University and Series 7 and 66 licenses. She lives on Lake Keowee with her husband Jerry and their two dogs.