Principle at Austin office 

Bryan is a founding partner at Dauntless Wealth Management. After serving six years on the USS Ohio, a nuclear submarine in the United States Navy, he transitioned to the financial sector in 2004. He became a financial advisor in 2007, driven by a desire to help people achieve their financial goals and dreams. As a Certified Financial Planner^®, Bryan empowers his clients to make informed decisions that enhance their financial well-being.

Outside of work, Bryan loves spending time with his family. He has a passion for sailing, scuba diving, and exploring new places. He resides in Round Rock, Texas, with his wife, Anne, their children, two dogs, and a cat.

Principal Marble Falls office 

Erin is a founding member of Dauntless Wealth Management. She grew up in Fort Worth, Texas, where her parents still reside. Erin earned a degree in history with a minor in mathematics from the University of Texas in Austin. After graduation, she began her career as a technology sales representative, most recently in small business sales for Dell Computer.

When the technology bubble burst, Erin reinvented herself as a financial advisor at Edward Jones, where she served clients until 2016. She then transitioned her practice to Ameriprise Financial and, in May 2024, began moving her boutique practice to affiliate with Avantax. 

Beyond her professional work, Erin is a founding board member of Highland Lakes Creative Arts, promoting art education and tourism in the Lake LBJ area. She and her husband live in the Texas Hill Country with a small herd of longhorn cattle and their three dogs: Gus, Ziggy, and Sofia.

In her free time, Erin enjoys reading on her Kindle, cooking, traveling, and fishing.

Principle at Lockhart office 

Heidi is a founding member of Dauntless Wealth Management. She grew up immersed in the world of finance, gaining early exposure to the industry. In 2005, while still in high school, she started as an on-call branch office administrator at her father’s Edward Jones office in Lockhart, TX. After graduating from Texas A&M University, Heidi spent a year teaching English as a Second Language (ESL) to pre-K through fifth graders. However, her passion for finance drew her back to Edward Jones, where she served as a Financial Advisor for ten years before affiliating with Avantax in March 2024.

As a financial advisor, Heidi is passionate about working with clients because it allows her to empower them to achieve their financial goals and realize their dreams. Through building meaningful relationships and understanding clients’ unique aspirations, Heidi works to provide tailored strategies that align with each individual’s situation.

Outside of her professional life, Heidi loves reading, painting, and exploring new places. She enjoys kayaking and swimming in the San Marcos River and cherishes time with her husband, Nic. Together, they spoil their two dogs, Wallace and Buckley, and their two cats, Bruce and Mittens.

Principle at Lockhart Office 

Nic is a founding member of Dauntless Wealth Management. 

After graduating from Texas A&M, he entered the investment industry, gaining experience as both a Financial Advisor and an Investment Analyst. This background equips him to approach client portfolios with a disciplined, long-term investment strategy. He specializes in implementing portfolio strategies that optimize tax efficiency, diversify across various investment vehicles, and ensure proper asset allocation—all crucial components of a well-rounded financial plan. He takes pride in building relationships with clients, understanding their financial goals, and helping them implement strategies to achieve those objectives.

He has been married to Heidi since 2012, and they share their home with two dogs and two cats. They also share a passion for renovating old houses. In his spare time, he enjoys traveling, hiking, and kayaking along the San Marcos River. He plays sandlot baseball in Lockhart and, despite his knees' protests, still insists on playing catcher. He has had the pleasure of traveling coast to coast playing baseball!

Clayton is a Founding Partner of Dauntless Wealth Management.  Spending summers growing up working on the family farm in Eastern Arkansas, he developed a work ethic that has carried through to this day.

Clayton graduated from Mississippi State University where he was a member of the football team. He began his career in financial services in 2010 as Assistant Vice President for the largest privately held Trust company in Texas, and spent ten years at Merrill Lynch as Vice President and Portfolio Advisor.  A native Houstonian, Clayton is active in volunteering for local charities, including Trees for Houston and the Hermann Park Conservancy.    He enjoys spending time with his family and friends, making them laugh, grilling and swimming.

At Dauntless, we use ‘forward looking principles’ to build financial plans to achieve your goals.  We craft an individualized strategy for each client, tailored to your situation, utilizing tax intelligent investment tools to help you keep more of what you earn.  We are here to service all aspects of your financial needs, keeping client satisfaction at the forefront of what we do.

Brad is a founding partner at Dauntless Wealth Management. He grew up in Corpus Christi and moved to Austin to attend the University of Texas. After graduating from the University of Texas in 1996, with a Bachelor’s in Business Administration and Master’s in Professional Accounting, he began his career in public accounting.  Brad is a licensed Certified Public Accountant^® with over 25 years of experience. He obtained his Personal Financial Specialist (PFS)™ which allows him to handle various aspects of client’s financial goals.

Alongside his professional passions, Brad loves traveling and spending time with his family.  Brad is also passionate about community involvement and is active in non-profit boards and city-wide efforts.  Some of the boards he has served on in the past include Pflugerville Rotary, Pflugerville Chamber of Commerce, Boot Scootin BBQ, FAST frogs, Round Rock Police Foundation, and is currently serving on the Round Rock Rotary board.   Brad is active with his church and loves assisting the youth groups with mission efforts within the community and abroad.  Brad resides in Round Rock, Texas, with his wife, Tammy, and his two dogs Finley and Lulu.  He has two children attending the University of Texas, and a third that is married and lives in the Austin area.