MLR

Team

We care for our people.

Vanessa McElwrath, CPA, CFP®

Wealth Management Advisor

Professional Experience

Vanessa joined ML&R Wealth Management in 2013 and assists clients in developing long-term investment strategies and creating investment portfolios designed to achieve their financial goals and objectives. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). The CFP® curriculum focuses on financial planning, investment consulting, estate and asset protection planning, tax planning, and employee benefits planning.

Vanessa began her career at Dimensional Fund Advisors, a global investment management firm headquartered in Austin, TX. At Dimensional, Vanessa provided educational and analytical support related to capital markets research and holistic portfolio management to financial advisors across the country.

Industry Focus

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Education and Estate Planning
  • 401(k) Retirement Services

Education

  • The University of Texas at Austin - Bachelor of Business Administration in Accounting
  • The University of Texas at Austin - Master in Professional Accounting

Community

Current

  • Preservation Austin, First Vice President
  • Preservation Austin, Historic Homes Tour Event Chair
  • Ballet Austin Guild, Treasurer
  • KIPP Austin Alliance, Event Committee

Past

  • Preservation Austin, Treasurer
  • Con Mi Madre Sponsorship Committee
  • Foundation Communities, Tax Prep Volunteer
  • KIPP Austin ‘To and Through College’, Mentor
  • Cystic Fibrosis Foundation BREATHE, Board Member
  • Celebration of Life Luncheon, Planning Committee

Affiliations

  • American Institute of Certified Public Accountants
  • CERTIFIED FINANCIAL PLANNER ™