MLR

Team

We care for our people.

Vanessa McElwrath, CFP®, CPA

Wealth Management Partner

Professional Experience

Vanessa joined ML&R Wealth Management in 2013 and specializes 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®) with over 10 years of experience in financial services. She helps clients work through complex financial issues and partners closely with their tax, legal, and insurance advisors to ensure a comprehensive and coordinated approach. Vanessa believes in giving clients solid, unbiased advice and building relationships that make a tangible, positive difference in their lives.

Previously, Vanessa gained experience at Dimensional Fund Advisors, a global investment management firm. Her background in providing capital markets research, regression analysis, and multi factor-based portfolio theory has enabled her to help individuals, families, and institutions design portfolios and plans to achieve their financial goals.

Industry Focus

  • Wealth Management
  • Investment Management
  • Financial Planning
  • Education & Estate Planning
  • 401(k) Retirement Services
  • Institutions & Nonprofits

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, President Elect
  • Preservation Austin, Historic Homes Tour Event Chair
  • KIPP Austin Alliance, Event Committee

Past

  • Ballet Austin Guild, Treasurer
  • 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 ™
CONTACT US
  • This field is for validation purposes and should be left unchanged.