Guy Alan Weinhold, CFP® AAMS®
Edward Jones Financial Advisor
With over 54 years of combined experience, Guy Weinhold, CFP® AAMS® and his team—Stormy Burns, a Series 7 Registered Branch Associate, and Suzanne Naccarato, a Financial Paraplanner Qualified Professional—bring expertise and dedication to every client interaction. Their mission is to deliver confidence, comfort, and assurance while leveraging world-class Edward Jones resources.
What trends do you foresee shaping financial planning in 2025?
It will be fascinating to see how the tax landscape evolves in 2025 as the Tax Cuts and Jobs Act (TCJA) of 2017 is set to sunset. With potential changes to individual tax rates, deductions, and credits, planning strategies may need to adapt significantly. This transitional period could present both challenges and opportunities for individuals and businesses as they navigate the evolving tax environment.
How do you ensure your clients' goals are met, and how do you adapt your strategies to support their evolving needs?
We take a deep dive into making sure we know what their goals are and continually learning more about them and how we can help achieve what's important to them. I customize strategies for every client using a holistic approach that continues to evolve as changes take place in their lives and the world around us.
Office Address: 12700 Hill Country Blvd T-105, Bee Cave, TX 78738
Phone: (512) 263-9499
Irene Green, SVP, Mortgage Lending
First Financial Mortgage
Irene Green is a mortgage professional who began her finance career in 1989 and ventured into mortgage in 2001. She offers a range of homebuying products tailored to first-time buyers, investors, and more. Irene prides herself on exceptional service, quick turnaround times, and expert communication.
What’s your outlook on mortgage trends for 2025?
Job growth and household formation is the key to Real Estate sales. I believe we will continue to see moderate growth in Texas. Rates will trade in a range of 6.5% - 7.25% assuming no big failures in the economy or on the world stage in 2025. Inflation continues to be a concern and puts pressure on interest rate yields.
The mortgage industry as well as the real estate industry had a very different year in 2024, we are optimistic for 2025! Interest rates due to inflation have fluctuated in 2024. Although, interest rates haven’t been as favorable as they could be, it has been and continues to be a great time for buyers to obtain homeownership, as there is more inventory, good prices and motivated Sellers.
What’s your advice for buyers in today’s market?
Working with a local Real Estate Professional and Mortgage Lender is a critical first step in your home buying journey. Having a trusted professional holding your hand through the process is a must. I recommend to anyone considering purchasing a home to begin educating themselves about the home buying process. There are many resources available online to help get you started. Once you are ready to move forward, my best advice is to find local professionals to help make your home buying dreams come true!
Office Address: 13215 Bee Cave Parkway, Building A, Suite 242, Bee Cave, TX 78738
Phone: (512) 422-1782
Kate Mayer, CPRM
Insurance Personal Lines Risk Advisor/Agent
With over 30 years of experience, Kate Mayer specializes in crafting unique protection plans for individuals, families, and high-net-worth clients. She is committed to educating her clients at Whorton Insurance to provide peace of mind through tailored solutions.
What advice would you give to someone new to personal lines insurance to help them choose the right agent and coverage plan?
Finding the right agent is key for those new to personal lines insurance. Research established insurance agencies and choose a dedicated agent who can guide you through coverages and build a plan that fits your needs. At Whorton Insurance, we collect accurate information using a Quote Questionnaire and review current insurance declarations to provide tailored quotes and recommend improved coverage options.
How do you bring “peace of mind” to your clients?
Peace of mind comes from conducting comprehensive insurance evaluations that protect families and assets. It’s about equipping clients with the knowledge they need to feel confident in their coverage. As a Certified Personal Risk Manager, I work with diverse clients, including high-net-worth individuals, taking the necessary time to thoroughly assess and safeguard their valuable possessions.
Office Address: 14360 Falcon Head Blvd #100, Bee Cave, TX 78734
Phone: (512) 372-2244
Start the new year with confidence by making smart financial and insurance decisions. West Austin’s top industry experts offer insight to help you navigate the complexities of today’s evolving economy with ease and peace of mind.