Pfs investments houston tx Team LEARN MORE ABOUT OUR TEAM OF PROFESSIONALS. Richard has over twenty-five years of experience working with affluent individuals, families and their closely held entities and serves as Strategic Planning Partner of Durbin Bennett.
Prior to co-founding Durbin Bennett in 1987, Rick was a manager in the tax section of the Austin office of Price Waterhouse Coopers, serving as Director of Financial Planning Services. Richard is a Certified Public Accountant with a Personal Financial Specialist credential. He is a member of the American Institute of Certified Public Accountants, the Texas Society of Public Accountants, the Estate Planning Council of Central Texas and the International Board of Certified Financial Planners. Richard serves in a variety of community and professional activities and is currently serving on the boards of the Austin Ballet and the Austin Ballet Foundation.
As the Chief Operations Officer, Margaret is not only responsible for the execution of our client experience, but also for managing the firm’s human capital, compliance, technology, and other strategic initiatives. She has over fifteen years of experience in the wealth management industry, serving in various roles within client service, relationship management, portfolio administration, marketing, compliance, and IT. Scarborough, LLC, a wealth management firm in San Francisco specializing in investment management and financial planning. Margaret holds an MSc in Development Management from the London School of Economics and Political Science and a BA in both International Relations and East Asian Studies from Brown University. As Chief Investment Officer, Matt’s primary role is developing the overall investment strategy for client portfolios, leading the firm’s investment research efforts, and chairing the Investment Committee.
Matt joined Durbin Bennett in 2004 and prior to his current role was the Senior Portfolio Manager. He began his career working for Enron Corporation in Houston, TX. Jachimiak holds a Bachelor of Science degree in Chemical Engineering and Petroleum Refining from the Colorado School of Mines in Golden, Colorado. He also holds a Master of Business Administration from the University of Texas at Austin, with a concentration in finance as well as a specialization in investment management.