Our People
Donald W. Ames, CLU, ChFC, Financial Planner
A career spanning 36 years, Don has served over 1,000 individual and business clients as a financial services professional. In 1996, Don launched a successful financial services partnership, Ames & Weinheimer. As senior partner, Don provides wealth management, business planning and personal financial planning services. During Don's tenure he has been honored with numerous awards. Among the honors, Don was recognized as a life and qualifying member of the Million Dollar Round Table, an insurance industry organization. From 1978-1990, Mutual of New York recognized Don as their associate of the year for Southeast Texas. From 1990 to present, Don has won additional recognition for his work with clients' investment accounts through his broker-dealer, Ameritas Investment Corp.
Industry involvement is important to Don. He has served on the board of directors for the Beaumont Association of Life Underwriters as well as the the Austin Association of Financial Planners. Currently, Don is an active member of the Austin Estate Planning Council, and the Austin Association of Financial Planners. Don earned his Chartered Life Underwriter (CLU) designation as well as his Chartered Financial Consultants (ChFC) designation in 1978 and 1992 respectively. These designations were earned through studies with the American College.
Don is very involved in the Austin community. For several years, Don has been a dedicated volunteer for The Samaritan Center for Counseling and Pastoral Care, a faith-based mental health organization. While serving on the Board of Trustees, Don developed the Minister's Cup, an annual golf tournament that brings area churches and its ministers together to raise money for The Samaritan Center's counseling services.
Matthew Weinheimer, Financial Planner
Matt brings over 10 years of experience in investments, insurance, financial planning and wealth management. Matt has completed several securities examinations to include the Series 7, Series 24 and Series 63. Matt also holds a Group 1 insurance license in the State of Texas. He has completed the course work for the Certified Financial Planner (CFP) designation.
Matt graduated in 1997 from Texas State University with a Bachelors of Business Administration with a major in Finance. After graduating, Matt began working with Don Ames. Don and Matt had continued success working together to assist clients achieve their financial goals.
In 2002, Matt became a partner at Ames & Weinheimer. As a partner, Matt provides wealth management, business planning and personal financial planning services. Matt is instrumental in new business development. Currently Matt works with existing clients on a continual basis. Matt also reviews the clients' financial progress throughout the relationship.
Matt is very involved with the Austin community, most prominently with YMBL Austin Sunshine Camp where he has served on the Board of Directors for over four years. While serving as Alumni Coordinator, Matt co-established the YMBL Austin Sunshine Safari Event. Matt is the YMBL Austin President-Elect for 2005. Matt is also involved in the Downtown Rotary.
Matt MacWilliams, Financial Planner, Associate
Matt MacWilliams provides fee-based financial planning*, and has been in the financial services industry in Austin, Texas, for 18 years. Known as "Mac" around the office, he joined Ames & Weinheimer in spring 2005. He currently holds insurance and securities licenses in Texas and other states to be able to provide the various investment and insurance products needed, and is an Investment Advisor Representative with Ameritas Investment Corp, member FINRA & SIPC. Matt also maintains relationships with professionals in other fields to help bring added expertise to specific cases when needed.
Matt's practice has evolved from initially catering to the life and health insurance needs of small business owners, to a comprehensive needs-based planning approach that addresses all aspects of risk analysis and investment planning. His focus is to present a roadmap with clear action steps listed to help you reach your goals. Matt works primarily in the areas of Personal Financial Planning and Business Planning.
Continuing Education is important in every career, and to that end Matt is currently enrolled in the University of Texas Certified Financial Planner Certificate program. This is a comprehensive, in-depth course taught by local CFP's, CPA's, and Attorneys.
Matt helped organize the Oak Hill STEP Chapter of BNI , a professional business organization focused on word of mouth referral marketing, and is a graduate of the Certified Networker Program. Through his association with BNI, CNP, and his 17 years in the financial services industry, he has a wealth of networking contacts that he can leverage for his clients benefit.
Matt and his wife Barbara Jo live in the Texas Hill Country near Dripping Springs. They both enjoy and support the arts and music in Austin. Barbara is a Psychotherapist in private practice. She is also deeply involved in the Austin dance community, and offers therapeutic movement groups. Matt and Barbara enjoy spending time with their two grown children, Brandon and Laura, and have several pets, including Sadie, a Texas Blue Lacy. Matt's hobbies include cross-country dirt bike racing, racquetball, music, golf, and camping.
Andrea M. Ames, Marketing Director
Andrea brings over 6 years of experience in marketing/public relations. Since joining Ames & Weinheimer a little over a year ago, Andrea has developed a series of monthly seminars and client appreciation events, orchestrated a direct mail campaign, cultivated positive working relationships with existing and new clients, assisted Don and Matt with case work and acquired her Life & Health Insurance license.
In 1999, Andrea graduated from Texas A&M University with a Bachelor of Liberal Arts with a major in Journalism/Public Relations. Andrea then moved to Austin and began working for an international public relations agency where her clients ranged from Hi-Tech, Non-Profit and Public Affairs. In 2004, Andrea moved to the financial services industry and joined Ames & Weinheimer as Marketing Director.
Since Andrea's move to Austin, she has stayed active in Austin's Arts community volunteering her time to SXSW and The Austin Music Foundation. Andrea is also a volunteer for The Samaritan Center for Counseling and Pastoral Care's annual Minister's Cup Golf Tournament and Ethics in Business Awards. In addition to charitable work, Andrea stays active by running at Town Lake, spending time at Lake Travis with friends, reading, dance classes and catching live music whenever she can.
Jason Reeves, Financial Planning Assistant
Jason graduated from Texas State University in May 2006 with a BBA in Finance with an emphasis in Financial Planning. Currently, Jason is a member of the Financial Management Association and the Beta Gamma Sigma business fraternity at Texas State.
Jason has worked on case development with the Ames & Weinheimer planners. In addition to running the front office and working directly with clients, Jason orchestrates a direct mail campaign, runs quotes through various insurance carriers for clients, updates our current client database and assists the planners with specific client service work and other projects. He has proven to be a worthy addition to our staff with his dedication and tenacity.
Jason and his wife, Elizabeth, welcomed a baby girl, Abigail, in January 2005
David Johnson, Office Manager
*Through our affiliation with Ameritas Investment Corp.
Dave manages client communication on all new and existing cases. He also handles all the paperwork and back office applications to assist the planners in case development. Before he joined Ames & Weinheimer, Dave was a corporate legal assistant for four years.
Dave is currently enrolled in the MBA program at St. Edward's University where his concentration is finance. The coursework he is taking will prepare him for the Certified Financial Planner (CFP) exam. Dave has a BA in Government from The University of Texas. He is currently a member of the Delta Mu Delta Business Honor Society.
Dave and his wife, Leila have been married for five years and have a two-year-old daughter, Scarlett.
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