Managing Wealth is Our Job. Living Fully is Yours.

You've got a strong, unstoppable ambition—the kind that evolves industries, transforms lives, elevates skylines, and fosters shared prosperity. You don’t just live life, you command it. Now imagine this: What if you never had to waste another second sweating the small stuff?

Whether you're crushing it in business, pushing your limits in the gym, or just enjoying life to the fullest. You’ve got a team of experts working behind the scenes, supporting you every step of the way.

Wealth management? All taken care of.

Risk tolerance calibration? Perfectly balanced. Estate planning? Portfolio flexibility? Absolutely, we've got that covered!

Cash flow? Oh, it’s flowing.

Enter the Nest.

Don’t apologize for living full time in your zone of genius

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Don’t apologize for living full time in your zone of genius 〰️

So what's the catch? There isn't one.

We built this around a simple idea: people like you shouldn’t be dragged down by the mundane. You need to focus on what drives you, what gets you out of bed in the morning and ready to take on the world. When people like you win, we all win. We want you to confidently embrace prosperity and witness how it can elevate you, your life, and your community.

It's no secret that achieving financial stability alleviates one of life's major stressors, and enables you to fully devote yourself to your passions.

Don’t just play the game- change it. Let us handle the numbers/logistics, so you can dedicate your attention to what matters to you.

Meet The Nest Team

Currently serving as business Advisor to Nest, he is busy behind the scenes working on what the future of Nest looks like. Serial entrepreneur and NEST founder. Dan has more than 20 years of finance experience and is motivated by the moment of joy when clients realize that they can now enjoy the freedom that comes with financial education. Creator of founding_media and foundingAUSTIN, Dan cultivates his love for storytelling, inspiring people to create their own path to success. A true Austinite, he enjoys wake-surfing, smoking barbecue, and exploring the outdoors with his daughter.

Dan Dillard

Katie serves as the Marketing and Project Manager for NEST Financial, where she manages social media strategies and content, coordinates cross-departmental projects from planning to completion, and collaborates on strategic initiatives to drive growth and innovation.. Outside of work, Katie enjoys playing volleyball and pickleball, as well as embarking on adventures with friends. When she's offline, you'll often find her on the volleyball court or exploring the great outdoors with her fiancé.

Katie Nolan

Lauren is a college student majoring in economics and currently work at Nest Financial, where she helps edit financial blogs that provide insights into personal finance. Lauren has a strong passion for fashion, art, and history, which inspires her creative thinking. When she’s not exploring the outdoors or hiking, she enjoys researching her favorite fashion designers. At home, she balances her professional and academic pursuits while caring for her cat, Concrete, who is her study partner most nights.

Lauren Dillard

Gloria applies her passion for demystifying the world of finance to the planning process, revealing the “why” behind the details. In addition to being a CFP® professional and Managing Partner at NEST, Gloria owns a family business, so she understands the entrepreneurial perspective and enjoys getting creative with owners to mitigate risk and achieve goals. When she’s not helping clients create and sustain wealth, Gloria enjoys Latin dancing and traveling the globe

Gloria Park

CFP® professional and Chief Investment Officer for NEST, Sean oversees all portfolio management - mapping and measuring economic data to create investment strategies. Our clients appreciate Sean for his process, perspective, diverse experience, and his infamous newsletters. Personally, we think Sean is the smartest guy in the business. When Sean isn’t studying spreadsheets, you can find him spending time with his wife, their dog, and baby, or at the ice rink or fairway.