Louise Augenstein

Client Associate

Louise coordinates, manages projects and maintains schedules for clients. Louise began her career in wealth management in 2006, while working with Michael at Smith Barney, where she was a Summer Analyst. From 2007-08 she worked for Bradley & Company, LLC as a Portfolio Management Associate, before moving to Charles Schwab as a New Accounts Associate from 2008-13.  From 2013-2016, she was Head of Operations at Vesta Wealth Management. In 2021, she rejoined us in her current role. She earned a BA from University of Denver.