Austin’s Approach
Austin H. Winsett
CPA, MS
Financial Advisor / Member Owner
Overview
Austin Winsett is a financial advisor who serves clients in the Dallas and Plano, Texas, offices. He focuses on helping executives with complex compensation structures and business owners navigate cash flow and tax planning decisions with greater clarity and confidence. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Austin joined the financial services industry in 2018 and previously served as a partner and senior advisor at Exencial. Earlier in his career, he worked in audit at an accounting firm, where he specialized in private equity and hedge fund clients. That experience sharpened his ability to evaluate complex financial structures and balance strategic planning with technical precision.
He earned a bachelor’s degree in business administration and a Master of Science (MS) in accounting from the University of Oklahoma and is a Certified Public Accountant (CPA). Austin is actively involved in the community as a board member of the OU Club of Dallas.
Outside of work, Austin enjoys spending time with his wife and two children, cooking, fishing, and taking on DIY projects.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Oklahoma
Bachelor of Business Administration
Master of Science (MS) in Accounting
Professional Designations
- Certified Public Accountant
Affiliations
- OU Club of Dallas – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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