Max R Bricka, CFMC

Thrivent Financial, operating in West Point, TX, is dedicated to helping individuals and communities achieve their financial goals through tailored financial planning and guidance. Their services encompass budgeting, saving, retirement planning, investing, and generosity, all aimed at aligning clients' financial strategies with their values and aspirations. In addition to financial services, Thrivent emphasizes community involvement, encouraging clients and others to participate in volunteer efforts and charitable donations. With a strong commitment to making a positive impact, they have raised substantial funds for various community needs and fostered a culture of giving back. Generated from the website

Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has nearly 30 years of financial planning and investment experience. Prior to joining Robertson Stephens, Pam was a co-founder of Silicon Hills Wealth Management and founder of Divorce Planning of Austin. She previously worked in both New York and London at CIBC and UBS, respectively, raising capital for both public and private companies. More recently, Pam spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin. Pam is a Certified Financial Planner™ professional and Certified Divorce Financial Analyst® who authored, I Now Pronounce You Financially Fit, a book on marriage, divorce and the art of maintaining a healthy financial balance throughout. She has been featured in publications including The New York Times, U.S. News and World Report, Estate Planning Magazine and has been on-air with ABC News Radio. In 2018, Pam was a finalist for Austin Woman Magazine’s Woman’s Way Business Award. Pam is a founding member of The Center for Integrated Divorce, an Austin, Texas based network of mediators and other consultative professionals in divorce. She is a trained family law mediator, a trained financial neutral for collaborative divorce cases, and a member of Collaborative Divorce Texas. Pam also serves on the Board of Directors of Association of Divorce Financial Planners (ADFP).

The Robertson Stephens’ Austin office aims to transform the wealth management experience for our clients. We are industry veterans who are experienced working with mid to high-net-worth clients. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to develop a unique, comprehensive strategy tailored specifically to best reach our client’s financial goals.