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Get to know our teams in Austin, Texas – our Headquarters!
Meet Chase Bertrand, Vice President!
Chase came to 49 in 2018 after a career at Apple working internally with employee benefit plans. Since then, Chase has become one of the top leaders in the firm for several consecutive years. He has gained great expertise in serving our Private Wealth clients and has helped his team learn how to serve those clients well.
Chase leads a team in Austin and has fostered a culture of high achievers, excellent client service, and a sense of community, which has yielded a thriving and engaging team.
Chase and his wife have been on a championship-winning kickball team for the past two years and enjoy playing with friends and coworkers. Chase also enjoys traveling, golfing, watching his family play sports at A&M, and spending time with his wife, Cambry, and their son, Easton.
Meet Lincoln Rock, Vice President!
Lincoln joined 49 Financial in the Austin office in 2020 and began leading a team in 2022. He takes great pride in their diverse team of advisors from all across the country, representing eight different states. This diverse mix brings unique perspectives and a rich blend of ideas, fostering a culture of hard work, dedication, and service.
Lincoln’s favorite aspect of being a financial advisor is the opportunity to build meaningful relationships with clients. He finds immense satisfaction in helping clients navigate complex financial challenges and creating tailored solutions that address their unique needs.
Outside work, he loves sports, hiking, fly fishing, and trying new restaurants. Married to his wife, Emily, they are eager to welcome a baby girl this November.
Hunter Lloyd
David Farrell
Chase Bertrand
Lincoln Rock
Hayden Baker
Jacob Roos
Nick Bishop
Zach Hawkins
Madison Merritt
August Vordenbaum
Grant Boren
Micah Damrow
Michael Ihlenfeldt
Mike Defrees
Neil Tjon Hing
Brock Martin
Sam Owens
Stephen Davis
Drew Horton
Frates Newsom
Louis Aquino
Owen Freese
Parker Worley
Caleb Kuhn
Dana Cabela
Meredith Lipps
Myles Thomas
Thomas Campbell
Mary Grace Price
Shea Carruth
Gage Oefinger
Jaelyn Grimm
Ryan Rattay
Trenton Milner
Tyler Dudycha
Brady Middleton
Grayson Downs
Cassady Frey
Dru Benson
Faith Austin
Maddie Mason
Morgan Masso
Shelby Smith
Wills Crenshaw
Cole Kershner
Denver Horn
916 S Capital of Texas Hwy Suite 2.200
Austin, TX 78746
(512) 241-7341
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