Our Team

Erik Engh

Principal

Erik has served the Austin Community as a financial advisor since 2013. He holds a Bachelor’s in Business Administration from Texas State University. As a Principal of Cadence Wealth Management, Erik embodies the tenets of servant leadership and strength in collaboration. He works actively alongside his team and encourages collaboration within their diverse collective experience. His thoughtful leadership delivers exceptional service and success for clients.

When his family experienced a medical crisis, Erik learned first-hand that helping families plan for the unexpected was the most meaningful path he could pursue. This first-hand experience gives Erik a unique perspective and insight.

When it comes to the team’s community service efforts, Erik leads by example. An enthusiastic philanthropist, he supports numerous local organizations, including Black Fret, Helping Hand Home, and Family Legacy. In his free time, you can find Erik spoiling his niece and nephews, sailing on Lake Travis, or running with his standard poodle, Finn.

 

 

 

Karen Porter

Operations Manager

Karen Porter, a lifelong Austinite, has been in the financial services industry since 1983 and has enjoyed increasing levels of responsibility with Cadence since 1997. Clients appreciate her engaging personality and “How can I help?” attitude. They agree that Karen gets it right the first time and follows through with incredible tenacity and attention to detail.

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

 

 

 

Kevin Zimmerman

Kevin, an Austin native, began his financial services career in 2015. He is passionate about helping his clients be proactive in their financial planning. His wealth of experience includes assisting people in finding their way out of the 2008 mortgage crisis to navigating the process of starting their own business.

Kevin is licensed for life and health insurance and holds securities licenses 6 and 63. His responsibilities include client service, underwriting, and other administrative functions. Outside the office, Kevin enjoys exploring Austin’s amazing culinary scene with his wife, Carmen.

 

 

David Tucker, RICP®

A San Antonio native, David has proudly called Austin home since starting his financial services career in 2013. He has a passion for helping others and a “give first” philosophy that he generously shares with his clients and his community. Through advanced coursework, David has earned the designation of Retirement Income Certified Professional®. With this knowledge, he helps his clients navigate the complexities of managing a retirement distribution plan as they transition into the retirement phase of life.

David is a dedicated Rotarian, holding multiple positions in the Austin Cosmopolitan Rotary Club. He participates in numerous community service projects every year and actively seeks new and better ways to serve his local and global community. David enjoys traveling to National Parks around the country and taking in the live music scene in Austin with his partner Allysa.

 

 

Justin Wiseman

Justin Wiseman’s career in financial services began after 13 years as a touring musician and songwriter. His music career took him all over the world, affording countless opportunities to participate in music’s ability to enrich people’s lives. Being able to meaningfully connect with and inspire people is what drew him to financial services. Justin has a Bachelor’s in Math Education from Abilene Christian University. He draws on his teaching background to help empower his clients to achieve their financial goals.

Outside of work, you can find Justin on stage at his church, where he serves as part of the music ministry. As a dedicated father, he enjoys spending quality time with his wife and kids.

 

 

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