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Alliance

Noun \ə-ˈlī-ən(t)s\

"A merger of efforts by persons, families and organizations to achieve shared goals; a collaboration designed with the intent of leveraging expertise, increasing returns and/or appropriately reducing risk for the parties involved."

Providing clients with the institutional caliber resources and service that have traditionally been reserved for the ultra-wealthy.

Our Mission:

To help our clients pursue long-term financial success by providing them with the professional expertise and resources, thus giving them the financial confidence they desire.

From our Founder

I believe that in order to grow and achieve fulfillment in life, you must have a clear sense of why you do what you do.


For more than three decades, I’ve focused my professional life on a single mission: to work closely with families and provide them the best direction, service and tools to help them build a secure and prosperous financial future.

The Fox Alliance started as a one-man operation in 1986, and since then has turned into a full-fledged team of financial advisors with diverse backgrounds and more than 100 years of combined experience. We now have the privilege of serving hundreds of families throughout the country.

Over the years, I’ve helped guide my clients through dramatic economic changes, from stock-market prosperity in the 1990s to the dot-com bubble in the early 2000s and most recently the devastating effects of the Great Recession.

One thing has been constant through it all: Money is a powerful tool. It can bring a great deal of anxiety, or it can bring financial confidence. I’ve spent my life witnessing the enormous impact a sound portfolio can have on the life of my clients — the people I serve. Sometimes, it literally kept their lives together when everything else around them failed.

And with those experiences, I’ve learned that, more than anything else, my clients wanted and needed to trust that I was dedicated to their goals no matter what challenges we’d face together. I wholeheartedly embrace that trust.

By focusing on the right financial principles and models, we can strive to make an extraordinary difference in our clients’ futures and, most important, help empower them to live better lives today.

 
Bill Fox, CWS, ChFC, CLU
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Founder and President
The Fox Alliance

 

 

 

WHAT WE BELIEVE


Learn More

Our Services

 

Financial Planning

Every good financial decision starts with an end goal in mind, and every client relationship at The Fox Alliance starts by establishing a plan. Whether your goals are centered around retirement or by pursuing financial independence, we help to define and create a path to success that is unique to you. We believe that a good financial strategy is not a one and done proposition, but a living plan that changes as your life does.

 

Investments

We partner with you to build lasting portfolios by drawing from our deep team of professionals and institutional caliber investments. Each family has unique needs, challenges, wants, and desires. We craft custom portfolios with you and for you by taking into account the many facets of your family’s life. Our investment portfolios are built for the long-term, with consideration for needs of the short-term.

 

Education Savings and Gifts

With tuition prices at an all-time high, saving for education continues to be a top priority for many families. If you are interested in setting aside money for your children, grandchildren, or other beneficiaries, our team can walk you through an assortment of savings vehicles such as 529 plans, Pre-Paid Tuition Plans, UTMAs, and Coverdell Education Savings Accounts.  With your overall financial picture in mind, we can help you determine which savings method is most appropriate for your specific need.

 

Insurance

Insurance can be an important part of a financial strategy and protects clients and their heirs in the event of their death, illness, or disability. We can help clients determine whether coverage would be beneficial, and if so, what type of coverage is most suited to them. We have access to a wide array of products to serve life insurance, long-term care, and disability income insurance needs.

 

Trusts and Estates

We assist individuals and families in identifying actions needed to assist in ensuring their wealth is effectively transferred to the beneficiaries they desire, without unintended or unforeseen consequences. We will work closely with your legal counsel to help create an informed plan for your personal estate to help ensure maximum distribution and conservation to future generations.

 

Taxes

Tax planning is one of the keys to successfully and legally reducing your tax liability. We go beyond just traditional tax deferred investment accounts and proactively leverage sophisticated tax saving strategies to maximize your after-tax income. We will work with your tax advisor to effectively navigate the ever-changing complexities of tax law.

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Our Team

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Bill Fox

Founding Partner

CWS®, CLU®, ChFC®
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Bill Fox

Phone: 512-327-1000

Email: bill@thefoxalliance.com

Let us go forward together.” -Winston Churchill

Bill Fox serves as Founder and President of The Fox Alliance. Based in Austin, TX, he has over 31 years of experience as a Wealth Advisor.

Bill first became interested in the financial industry while studying finance in college. However, while working as an accountant he realized that his true passion was in serving people: specifically helping them build and preserve their financial future.

In 1986 he began working as a financial representative with New England Financial. It was there that Bill learned about the importance of establishing trust, which became a simple yet pivotal foundation in the way he decided to conduct business.

By developing meaningful relationships with his clients and their families he could better understand the complexities of their situation and provide them with more personalized financial planning approach. In addition, his background in finance and accounting kept his approach factual and educational, which positioned him differently for clients who were used to the more sales-driven financial representative.

Beyond his seasoned experience in the industry he:

Holds securities licenses 7 and 63 through LPL Financial

Chartered Life Underwriter® and Chartered Financial Consultant® designations

Received his Bachelor of Business Administration from the University of Texas, Austin

After nearly 30 years, he founded The Fox Alliance to provide a truly independent and comprehensive approach to wealth management that focuses on the person just as much as the portfolio.

Outside of the office, Bill enjoys spending time with his wife, Toni, and their five children, two daughters-in-law, granddaughter, and grandson (his son, Holden works with him at the firm). He also enjoys golf, swimming, and leading a home group at his local church.


 

Bio
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Holden Fox

Managing Partner

CWS®, AIF®
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Holden Fox

Phone: 512-327-1000

Email: holden@thefoxalliance.com

Holden, a born and raised Austinite, is the Managing Partner at The Fox Alliance.

He received his Bachelor of Science in Business Management from Thomas Edison State College. Holden’s first job out of college was working as a Policy Analyst for the Texas House of Representatives. There he worked on proposed legislation in the areas of business, finance, insurance and infrastructure.

As a true people-person, his passion for serving individuals ultimately inspired him to follow in his father’s footsteps and work in the financial services industry. Holden began his career in the industry at Merrill Lynch, working as a financial advisor. While Merrill Lynch provided a solid foundation, he desired to partner with a firm that best aligned with his vision for serving clients. Holden joined The Fox Alliance in November of 2014.

He holds securities licenses 7 and 66 through LPL Financial as well as his life and health insurance license. He is also a Certified Wealth Strategist® Certificant and Accredited Investment Fiduciary® Professional.

Outside of the office, Holden enjoys staying active. He is a Level One certified Crossfit Coach. Most evenings, he and his wife Rachel can be found working out at Crossfit Oak Hill. Holden is also an active member of several local non-profit organizations including ABBA (Austin Bridge Builders Alliance) and the Austin Young Chamber of Commerce, as well as their church, Austin Oaks.

Holden and his wife Rachel are proud parents to their son (William) and daughter (Sofia).

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Josh Renfro

Managing Partner

CWS®
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Josh Renfro

Phone: 512-327-1000

Email: josh@thefoxalliance.com

Josh Renfro is a Wealth Advisor at The Fox Alliance. He first entered the industry working in client services and financial planning. However, his desire to help families improve their financial well-being and create legacies inspired him to become a financial advisor. His approach is simple: to offer clients strategies that respect their financial goals.

Before joining The Fox Alliance, Josh worked with Petra Benefits Financial Services, WCM Global Wealth, and Met Life.

He holds securities licenses 7, 63, and 65 through LPL Financial and received his Bachelor of Science in Business Administration and Finance from Thomas Edison State College.

Outside of serving his clients he enjoys music, firearms, fishing, and outdoor sports.

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Jim Baker

Wealth Advisor

CWS®, MBA
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Jim Baker

Phone: 512-327-1000

Email: jim@thefoxalliance.com

James Arthur (“Jim”) Baker is a Wealth Advisor with The Fox Alliance serving both individuals and companies in the disciplines of investments and the management of financial well-being risks.  He served as a Wealth Advisor beginning in 1994.

On a foundation of years of teaching and coaching experience, an undergrad degree in Psychology and an MBA in Real Estate and Finance, Jim was naturally prepared for a collaborative style of working with clients in understanding the “why’s” and “how’s” of managing their financial risks and capital growth needs.

After 15 years of experience in real estate brokerage, development, management and investment, Jim entered the field as a representative with New England Financial. His passion for service, communication skills, and his technical background were a perfect fit for his client relationships: helping them feel supported personally, corporately and financially by assisting them in making well-considered, informed decisions.

The core of Jim’s business is caring relationships mixed with broad and deep resources to bring to bear for his client’s best interests.

Beyond his seasoned experience in the industry he:

  • Holds securities licenses 7 and 66 through LPL Financial.
  • Served as a member of the New England’s Retirement Plan Advisory Group
  • Earned his Certified Wealth Strategist® designation

In November of 2014, along with Bill Fox and Kem Griffin, Jim co-founded The Fox Alliance to provide a truly independent and comprehensive approach to wealth management with significant intent to further developing an "Endowment model" discipline for his clients' life-long benefit.

Jim was married for 38 years and has two grown sons, Sterling and Christian.  He has been active in the Capital Area Council of the Boy Scouts of America, is a contributor to Austin Symphony Orchestra, The Boy’s and Girl’s Club of Austin, Apartment Life (Austin) and to fundraising events for numerous charities and organizations.  Jim regularly attends The Church of Conscious Harmony.  As a former award-winning gymnast, cheerleader and instructor in those disciplines, Jim now enjoys paddle-boarding, kayaking, cycling, skiing, photography, visual arts, DIY projects and cooking.  He is an avid reader, particularly in the areas of psychology and spirituality.  He currently serves as President of the Wilbarger Creek Municipal Utility District Number Two located in Travis County, Texas.  

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Laura Cooper

Wealth Advisor

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Laura Cooper

Phone: 512-327-1000

Email: laura@thefoxalliance.com

Laura Cooper is an Wealth Advisor with The Fox Alliance. She started her career in the financial industry at Edward Jones Investments in March 2017, and joined the Fox Alliance team in November 2018.

Laura was born and raised in North Carolina, and moved to Austin in 2017, where she fell in love with the city. She received her Bachelor of Arts in Chemistry from the University of North Carolina at Chapel Hill and worked in the pharmaceutical industry for 3 years. Laura quickly realized that she has a passion for working face to face with people, and made a huge switch to become a financial advisor. She currently holds her Series 7 and Series 66 securities registrations with LPL Financial, as well as her Texas Life and Health Insurance license. 

Outside of the office, Laura enjoys spending time with friends and hiking or swimming with her dogs, Halle and Finn.

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Travis Eaton

Wealth Advisor

CPA, MPA
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Travis Eaton

Phone: (512) 327-1000

Toll Free: 888-389-6480

Email: travis@thefoxalliance.com

 

 

Travis Eaton is a Wealth Advisor and CPA at The Fox Alliance. He started his career in public accounting with Ernst & Young in their assurance practice in Dallas, TX.  It was not too long before Travis realized that he wanted to do work that would have a more direct and lasting impact on peoples lives. Through his search for this, he found The Fox Alliance and moved back to Austin to join them in August of 2017. 

Travis is a born and raised Texan, growing up in in San Antonio. He received his Bachelor of Business Administration and Master of Professional Accounting degrees from the University of Texas at Austin. He is currently a Certified Public Accountant and holds his securities 7 and 66 registrations through LPL Financial.

Outside of office, Travis is active participating in soccer and volleyball social leagues. He spends a majority of his free time on Town Lake and the surrounding parks with his friends and dog, Colt.

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Leilani Shortt

Financial Planning Assistant

CFP®
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Leilani Shortt

Email: leilani@thefoxalliance.com

Leilani is an Financial Planning Assistant with the Fox Alliance. She started her career in the financial services industry as a Planning Associate at Efficient Wealth Management in the Houston area in August 2017 and joined the Fox Alliance team in October 2019.

Leilani pursued becoming a financial advisor because she has a passion for educating others about their personal finances. She grew up in the Houston area and moved to Austin in 2019. She received her Bachelor in Business Administration in Finance with a Minor in Financial Planning from Texas A&M University. She holds the CERTIFIED FINANCIAL PLANNER™ designation and Series 65 license through LPL Financial.

When away from the office, Leilani and her fiancé, Ryan enjoy spending time snow skiing, traveling, and cheering on the Aggies.

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Waqar Meyer

Financial Planning Assistant

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Waqar Meyer

Email: waqar@thefoxalliance.com

Waqar, was born and raised in Glendora California and is an Financial Planning Assistant at The Fox Alliance.

He received his Bachelor of Arts in Business Administration from Cal State University San Bernardino. Waqar’s first job was at nine years old working for his family’s auto repair business. This time was a formative shaping experience as to the true nature of building and serving within a local community.

His desire to serve led him to the mortgage industry. A home is generally the largest expense any family will have, and he wanted to be a quality part of making that experience great. Waqar’s mortgage experience lead him to the reality that there was a massive need to increase financial literacy and he chose to expand his service into the more comprehensive space of financial services. Waqar joined the The Fox Alliance in October of 2019.

He holds securities licenses 7, 65, and 63. He has also been a licensed loan officer with experience in all aspects of mortgage banking.

Outside of the office, Waqar enjoys staying active and enjoys the sport of open wheel auto racing. He is also a passionate practitioner of technical analysis for financial markets.

Waqar and his wife Shannon are proud parents to their son (Asa) and daughter (Sophia).

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Kem Griffin

Client Liaison

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Kem Griffin

Phone: (512) 327-1000

Email: kem@thefoxalliance.com

Kem Griffin is a Client Liaison with The Fox Alliance, handling many aspects of client support. Having worked with Bill Fox for more than 15 years, she shares in the vision of investing in the person rather than just the portfolio. She approaches client support with the same level of care and empathy.

Before working with The Fox Alliance, she worked with ADP, starting as a receptionist and working her way up to Benefits Manager.

Kem received her Bachelor of Arts in Psychology from Texas Tech University. Outside of the office, she enjoys spending time with her husband and their three daughters. She is actively involved in her church, leading the children’s church and assisting with the youth team.

 

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Tiffany Ochoa

Client Liaison

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Tiffany Ochoa

Phone: 512-327-1000

Toll Free: 888-389-6480

Email: tiffany@thefoxalliance.com

Tiffany Ochoa is a Client Liaison at The Fox Alliance.  Before joining The Fox Alliance, Tiffany worked at ResCare Premier (dedicated to persons with acquired brain injuries) as a Program Director.  She has received her Bachelor of Arts degree in Psychology from Texas State University in San Marcos, TX. Outside of the office, Tiffany loves spending time with her husband, her baby boy and their family Chihuahua, Bolt. Her favorite things to do are going out to eat, going to concerts and traveling. 

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Mikala Lowrance

Client Liaison

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Mikala Lowrance

Phone: 512-327-1000

Email: mikala@thefoxalliance.com

Mikala Lowrance is a Client Liaison at The Fox Alliance. She first entered the finance industry in 2018 and joined the Fox team in May of 2019. She has received her Bachelor of Science degree in Economics and Political Science from Southern Utah University in Cedar City, UT. She holds securities licenses series 7 and 63 through LPL Financial. Outside of the office, Mikala enjoys playing tennis, hiking, and listening to live music.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 512-327-1000
Fax: 888-389-6480

Email: holden@thefoxalliance.com

Austin 

5920 West William Cannon Dr., Building 7 – Suite 201, Austin, TX 78749

Round Rock 

1000 Heritage Center Circle, #134, Round Rock, TX 78664

San Antonio

13750 San Pedro Ave. Suite 710, San Antonio, TX 78232

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  The Fox Alliance Wealth Advisors is a separate entity from LPL Financial.

The Fox Alliance Wealth Advisors and LPL Financial do not provide legal advice or tax services.  Please consult your legal advisor or tax advisor regarding your specific situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods."

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