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ABOUT US
Our Team
Learn more about us.
John McGlothlin III
John McGlothlin III is a CERTIFIED FINANCIAL PLANNER™ and a member of
After growing up in Austin, John ventured into the Midwest to earn his BA from Northwestern University, and his PhD from Indiana University, Bloomington. In 2017, he returned to Texas to begin his financial planning career, and in 2020 he became Southwest Retirement's lead planner.
Alongside retirement planning, John's areas of professional interest include ESG and socially responsible investing.
John proudly serves on the board for Open Door Preschools, and as treasurer for the Capital Area Parkinson's Society (CAPS).
Visit his LinkedIn profile here.
Visit his FeeOnlyNetwork profile here.
Lori Wiese
Lori Wiese earned her BA in Computer Science from SUNY of Technology and her MS in Secondary Math Education from SUNY New Paltz.
She taught math for several years before leaving work to raise her children. Lori took on numerous volunteer positions at her church and in the community while raising her family.
In 2008 Lori joined Southwest Retirement, where she manages office operations.
Our Values
We strive to act as morally and ethically responsible members of our profession and our broader community.
We will therefore:
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Exercise honesty and integrity when interacting with our clients, partners, and associates, and
treat them with the respect and dignity they deserve.
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Act as fiduciaries by always placing clients' interests first.
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Ensure that our clients' needs, preferences, and values are reflected in any financial advisory services or recommendations that we provide.
Community Involvement
As part of our commitment to our community, we volunteer with and provide financial support to a range of
non-profit organizations in the Austin area.
Click the links below to learn more about some of the organizations that we proudly support.
