49 Financial Information
Contact top employees from
49 Financial
Summary
49 Financial is a private company. The company currently specializes in the Insurance area. The 49 Financial annual revenue is estimated at < 1M. To connect with 49 Financial employee register on SignalHire.
Organization Website | 49financial.com |
Social Links |  |
Industries | |
Headquarters Location | Austin, TX, 78759 US |
Employees Size | 200-500 employees |
Specialties | Retirement Planning, Estate Planning Strategies, Business Succession Strategies, College Planning Strategies, Employee Benefits, Risk Management, Insurance Planning |
Operating Status | Independent Company |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at 49 Financial shows a diverse range of experience levels:
5% have been with the company for less than 1 year24% for 1–2 years16% for 3–4 years13% for 5–7 years26% for 8–10 years16% have over 11 years of service at 49 FinancialContact top employees from
49 Financial
Ricky West
Head of Finance and Accounting
Brandon Lanz
Vice President
Patrick Mundlin
Market Vice President
Dean Dillenberg
Market Vice President - Los Angeles
Zach Hawkins
Vice President
Shea Carruth Likes
Advisor Recruiting Senior Coordinator
Christina Vance
Sr. Director of Marketing
Jacob Villarreal
Investment & Planning Ops Team Lead
R Clayton Anderson
Fractional Family Office Service Manager
Austin Thompson
Financial Advisor
Emily Randall
Senior Accountant
Jay Morrison
Chief Operating Officer
Matt Foxhall
Financial Planner
Haley Payne
Content & Design Senior Specialist
Zach Hawkins
Director of Senior Advisor Development
Tyler Staniford
Investment Analyst
Mitch Johnson
Senior Financial Advisor
Jacob Nagode
Fellow
Portia Nagano
Operations Specialist
Torrey Patrie
Finance Associate
Andrew Stafford
Associate
Julia Morrow
Leadership Support Associate
Presley Lawson
Associate
Brooke Smith
Financial Professional at 49 Financial
Luke Scheper
Financial Professional
Heath Siebel
Financial Professional
Dane Bower
Financial Professional
Rebecca Barnett
Incoming Financial Professional
Companies Similar to 49 Financial
FAQ
49 Financial operates in the Liability Insurance industries. More details can be found on the official website: 49financial.com.
The headquarters of 49 Financial are located in Austin, United States.
49 Financial currently employs 200-500 people.
49 Financial's revenue is approximately < 1M.
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