Our Team

Dennis Nowstrup, CLU®, ChFC®, MBA

Founder and President

Dennis and his wife, Susan, reside in Austin and have two grown daughters, Katherine and Grace.

A Maryland native, Dennis entered the financial services industry in 1988 after a successful career with Shell Oil Company and Shell Pipeline Corporation in Texas, Indiana, and New Jersey. He earned a Bachelor of Science Degree in Mechanical Engineering from the University of Maryland, where he was president of Pi Tau Sigma and a member of Tau Beta Pi engineering honor societies, and he earned a Master of Business Administration from the University of Houston.

An award winning advisor with over 28 years of experience, Dennis holds some of the most coveted certifications and memberships in the industry. He is a licensed Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®), is a Life Member of the Million Dollar Roundtable (MDRT)* and has attained membership at its highest levels - Court of the Table and Top of the Table.

Dennis is a four-year graduate of the Strategic Coach Program headquartered in Toronto, Canada, and is a financial adviser for Eagle Strategies LLC, a Registered Investment Adviser through which he provides fee-based planning and investment advisory services. He is a member of the National Association of Insurance and Financial Advisors, and is a past Board Member of the Central Texas Estate Planning Council.

An Austin resident since 1988, Dennis has served at Riverbend Church on the Board of the Riverbend Foundation, as a member of the Stewardship Committee, and as the head of the Financial Education Subcommittee.  He is now an active member of Austin Ridge Bible Church where he volunteers with one- to two-year-olds and with Mobile Loaves and Fishes.  He is an avid car enthusiast and is the owner-mechanic of a flamed, black 1940 Ford Tudor Deluxe hot rod. Mr. Nowstrup is a Past Vice-President of the 1,250-homes Lost Creek Neighborhood Association, has served as an Ambassador for the Austin Chamber of Commerce, and enjoyed membership in the Founder Lions Club of Austin.

*MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

 

 

Susan Nowstrup, CFP®

Financial Planning Coordinator

Susan Nowstrup holds a Bachelor of Business Administration Select Student, Summa Cum Laude from Stephen F. Austin State University, where she was a member of Beta Gamma Sigma Business Honor Society, an officer in Alpha Chi Honor Society, and the recipient of the award for the highest ranking senior.

After 3 years in corporate finance, Susan entered the financial services industry in 1984 and completed the Certified Financial Planner designation in 1988.  She left her clients in Dennis's care in 1991 to focus on the full-time care of their daughters, and returned to the practice on a part-time basis in 2006.

 

 

 

 

Karen Porter

Operations Manager

Karen Porter, a life-long Austinite, has been continuously employed in the financial services industry since 1983 and has enjoyed increasing levels of responsibility and scope with Cadence since 1997.  Our clients enjoy her engaging personality and “How can I help?” attitude, have confidence that she will “get it right the first time” and that she will follow through with incredible tenacity and attention to detail.

Karen is licensed for life and health insurance and holds securities licenses 6 and 63.  Her expertise keeps the entire office running smoothly.  Her responsibilities include client service, database management, underwriting, accounting, purchasing, and other administrative functions.  Karen has two grown children and is an energetically devoted “Memaw” to two wonderful grandchildren.

 

 

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