Skip to main content

  • Home
  • What We Believe
  • Our Services
  • Our Team
  • Contact
  • Beyond The Noise
  • Client Login
 

Watch Full Video

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.

WHAT WE BELIEVE


Learn More

Our Team

Photo of team member

Holden Fox

Managing Partner

CWS®, AIF®
×

Holden Fox

Phone: 512-327-1000

Email: holden@thefoxalliance.com

Holden is a Managing Partner at The Fox Alliance.

A born and raised Austinite, he received his Bachelor of Science in Business Management from Thomas Edison State University. Holden’s first job out of college was working as a Policy Analyst for the Texas House of Representatives. 

Holden began his career in the industry in 2013 at Merrill Lynch, working as a Financial Advisor. There he saw firsthand the sales first culture that is prevalent in financial services. That experience was formative in creating a deep dedication to building a firm that would instead put clients’ interests first, above all else.  

Holden is responsible for overseeing the operations of both the Wealth Advisor and Tax Advisor divisions of The Fox Alliance. Through his leadership and vision, the organization has grown from a team of three in 2014 to over 50 people and six offices today.  

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.

Holden is married to his high school sweetheart Rachel and is a proud father to their children William, Sofia, and Michael. They are active members of their church, Austin Ridge, and their kids’ school, Regents School of Austin.

Bio
Photo of team member

Josh Renfro

Managing Partner
Chief Investment Officer

CWS®
×

Josh Renfro

Phone: 512-327-1000

Email: josh@thefoxalliance.com

Josh Renfro is a Managing Partner and Chief Investment Officer at The Fox Alliance. 

He first entered the industry in 2008, working in a support role doing client service and financial planning at Petra Benefits Financial. Later, he worked as a Financial Advisor at WCM Global Wealth before joining The Fox Alliance in 2014.

With over 15 years of experience in the industry, Josh serves as The Fox Alliance’s Chief Investment Officer. He chairs the Investment Committee responsible for setting and maintaining firmwide investment policy and is also responsible for leading TFA’s team of world class Financial Advisors. 

Josh is the son of a pastor and knows firsthand what it is like to experience financial insecurity. Growing up experiencing his family’s struggles created a passion in him to help others pursue financial freedom. 

He holds securities licenses 7, 63, and 65 through LPL Financial as well as his health and life insurance license and is a Certified Wealth Strategist® Certificant. He received his Bachelor of Science in Business Administration and Finance from Thomas Edison State University.

Outside of work, Josh enjoys hunting, fishing, music, and strategy games. He is also an active member in his local church. Josh has been married to his beautiful wife Anna for 10 years and is a committed father to their four children, Evelyn, Grayson, Olivia, and Charlie.

Bio
Photo of team member

Bill Fox

Founding Partner

CWS®, CLU®, ChFC®, QPFC
×

Bill Fox

Phone: 512-327-1000

Email: bill@thefoxalliance.com

"Let us go forward together.” -Winston Churchill

Bill Fox serves as a Founding Partner of The Fox Alliance. Based in Austin, TX, he has nearly 40 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 he wanted to use his skills to make a more direct positive impact in peoples lives. 

In 1986, he began working as a financial representative with New England Financial. He spent decades there building deep relationships with clients and their families, serving the complexities of each unique situation with a personalized financial planning approach. 

In 2014, he founded The Fox Alliance to provide a truly independent and comprehensive approach to wealth management, focusing on the person just as much as the portfolio.

Beyond his seasoned experience in the industry, Bill holds his securities licenses 7 and 63 through LPL Financial. He also holds his Chartered Life Underwriter®, Chartered Financial Consultant®, Qualified Plan Financial Consultant®, and Certified Wealth Strategist® designations. He received his Bachelor of Business Administration from the University of Texas. Hook em Horns!

Outside of the office, Bill enjoys spending time with his wife, Toni, and their five children, two daughters-in-law, one son-in-law, five granddaughters, and two grandsons. He also enjoys golf, swimming, and being an active member in his local church.

Bio
Photo of team member

Jim Baker

Wealth Advisor

CPFA®, MBA
×

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 an 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.  

Bio
Photo of team member

Laura Cooper

Wealth Advisor

AIF®
×

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, Barton and Finn.

Bio
Photo of team member

Max Clark

Wealth Advisor

CFP®
×

Max Clark

Phone: 512-327-1000 Ext: 112

Email: max@thefoxalliance.com

Max is a lifelong San Antonio local who serves as a Wealth Advisor at The Fox Alliance. While he began his professional career in 2011, his father has been in the business for over 30 years, so Max has been immersed in the principles of financial stewardship and investing his entire life. This training from a young age, along with Max's passion for helping others and love for math and analysis, inspired him to become an advisor.

Max earned a Bachelor of Science degree in Business Administration with a focus in finance from Thomas Edison State University, completing his studies in a year and nine months and graduating at the age of 20, while simultaneously earning his securities registrations. He has securities licenses Series 7 and 24 held by LPL Financial as well as his life and health insurance license. He is also a CERTIFIED FINANCIAL PLANNER™ and is accordingly held to the highest standards in the industry with regard to ethics, education and experience.

Max and his wife, Bri, have two active little boys (Caden and Jack) who keep them on their toes. In his free time, Max enjoys hiking, disc golf, hunting, golf and traveling. Additionally, he and his family love being actively involved in their local church.

Bio
Photo of team member

Paul Renfro

Wealth Advisor

×

Paul Renfro

Phone: 512-327-1000 Ext: 105

Email: paul@thefoxalliance.com

Paul is a Wealth Advisor at The Fox Alliance. He was a pastor for over twenty-five years and brings his desire to help people into his role as an advisor. He is excited about The Fox Alliance’s vision of helping people with comprehensive financial planning that can help give them financial confidence and help them build a legacy.

He earned a Bachelor of Arts in Mathematics from the University of Texas at Arlington and a Master of Divinity from Southwestern Theological Seminary. Paul played basketball for the University of Texas Arlington, where upon graduation he was the all-time leading scorer and rebounder and was inducted into UTA’s Hall of Fame.

Paul loves spending time with his wife, Laurie, their four children and their spouses, and eight grandchildren. He still enjoys playing basketball, volleyball, tennis and Frisbee, golf, fishing, and reading. He also serves as a mentor and coach of small group leaders at Crossway Bible Church.

Bio
Photo of team member

Adam Weber

Wealth Advisor

×

Adam Weber

Phone: 512-327-1000 Ext: 114

Email: adam@thefoxalliance.com

Adam is a Wealth Advisor with The Fox Alliance. He was born and raised in Colorado, where he graduated from The University of Northern Colorado with a Bachelor of Arts in Mass Communications with an emphasis in Journalism. Adam became a financial advisor in 2016, serving individuals, families and businesses in South Austin, Buda and surrounding areas with Edward Jones.

He joined The Fox Alliance in 2023 to better serve his clients with a wider range of customizable investment strategies and opportunities, while working with individuals who share his passion for being part of a team that is focused on making an impact on the lives of his clients and the community.

Adam has lived in Austin since 2008, enjoying all that Central Texas has to offer. In his free time, you will find him on the local trails with his GSP Winifred, or walking fields hunting quail and dove. He enjoys fly fishing the Guadalupe and San Marcos rivers, as well as planning the next meal to share with friends and family.

Bio
Photo of team member

Waqar Meyer

Wealth Advisor

×

Waqar Meyer

Phone: 512-327-1000 Ext: 106

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 through LPL Financial. 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).

Bio
Photo of team member

Patrick Lantzy

Wealth Advisor

CFP® , CDFA®
×

Patrick Lantzy

Email: patrick@thefoxalliance.com

PJ was raised in Wisconsin and upon graduating from the University of Wisconsin-LaCrosse taught abroad in Mexico for four years.  In 2007, he moved to Austin where he taught and coached at the Ann Richards School and Westlake High School.  His passions for education simply transitioned to financial planning and working with clients to seek their goals and pursue their passions.  He currently holds his security licenses 63, 6, and 7 through LPL financial and is also a CERTIFIED FINANCIAL PLANNER™.   

 

Outside the office, PJ spends his time with his wife, Aimee, and their four children, Julian, Maddox, Vivienne, and Cameron.  When he isn’t corralling the herd or coaching a sports team you can find him in the hill country fighting a losing battle against the cedar trees.  

Bio
Photo of team member

Kris Hilsberg

Financial Planning Assistant

CFP®
×

Kris Hilsberg

Phone: 512-327-1000 Ext: 204

Email: kris@thefoxalliance.com

Kris Hilsberg is a Financial Planning Assistant with The Fox Alliance assisting in serving both individuals, families, and companies with their financial planning needs. 

Kris began his career in financial services in 1988 after working for 7 years in the commercial and residential real estate markets as a developer, real estate investment analyst and as a homebuilder. His professional experience in these areas has helped him assist our advisorswith providing sound planning advice. 

As a CERTIFIED FINANCIAL PLANNER™ professional he assists The Fox Alliance advisors by using a consultative and collaborative style which allows clients to become fully engaged with the planning process. This style helps the client understand the reasons behind the decisions they make with their planning rather than just following the lead of others.  

Kris's attention to detail and building relationships with clients over the years helped him make the decision to join The Fox Alliance, a firm that has built its reputation on providing client-centric advice and planning with the following quote as an integral part of their mission statement:

 “....Whether we're working with you to develop a plan for retirement or helping you handle an unexpected life event, we do it collaboratively and empathetically, with a commitment to delivering a world-class client experience.”

Kris and his wife Cindy have three grown children, Zayne, Zach and Joshua. In addition to spending as much time with his family as he can, Kris enjoys camping, hiking, swimming, biking and teaching Sunday School at his church.

Bio
Photo of team member

Leilani Shortt

Financial Planning Assistant

CFP®
×

Leilani Shortt

Phone: 512-327-1000 Ext: 107

Email: leilani@thefoxalliance.com

Leilani Shortt is an Financial Planning Assistant with The Fox Alliance. She started her career at another well-regarded financial advisory firm in Houston where she gained a wealth of knowledge and experience before joining the Fox Alliance team in October 2019.

Leilani graduated from Texas A&M University in August 2017 with a Bachelor of Business Administration in Finance and Minor in Financial Planning. She currently holds her securities licenses 63, 65, and 7 through LPL Financial and is also a CERTIFIED FINANCIAL PLANNER™.

When she is not in the office, Leilani enjoys spending time with her husband Ryan and their dog Aspen. They can be found trying local coffee shops, traveling to different snow ski resorts, and cheering on the Aggies.

Bio
Photo of team member

Logan DeRosier

Financial Planning Assistant

×

Logan DeRosier

Phone: 512-327-1000 ext. 115

Email: logan@thefoxalliance.com

Logan entered the financial industry in 2018 after receiving his Bachelor of Business Administration with an emphasis in Finance from Henderson State University. He now brings his experience as a financial advisor and senior sales consultant for an alternative investment company to his new role as a Financial Planning Assistant with The Fox Alliance.

Helping individuals and families reach their fullest potential is Logan’s life passion. He strives to give them peace of mind where it counts most so they can enjoy life now and down the road.

Outside of work, he enjoys spending time with his family and training for his next adventure.

Bio
Photo of team member

Adam Cohen

Advisor Support Associate

×

Adam Cohen

Phone: 512-327-1000 x121

Email: adamc@thefoxalliance.com

Adam is a Senior Advisor Support Associate at The Fox Alliance. Born and raised in San Antonio, Adam is a proud alum of Austin College in Sherman, TX, where he earned a Bachelor of Arts degree in American History. Before embarking on his financial industry career, Adam gained diverse experience in construction, aircraft parts procurement, and education. He began his financial career in 2007 at Alliance Bernstein and later worked with Capital Group and SWBC Investment Services before joining The Fox Alliance. Adam enjoys connecting with clients, educating them, and being a part of their financial journey.

 

Outside of work, Adam loves spending time with his friends and family, especially his two sons. His hobbies include following sports, watching movies and TV, listening to music, and playing board and video games.

Bio
Photo of team member

David Berry

Lead Equity Trader

×

David Berry

Phone: 512-327-1000 ext 100

Email: david@thefoxalliance.com

David joined The Fox Alliance in March of 2024 as Lead Equity Trader. He previously worked with Fox's broker dealer, LPL Financial, for the previous nine years, where he held several roles, including time in the Corporate Actions, OCI and Equity Trading groups.

David received his Bachelor of Science in Business Management from San Diego State University in San Diego, California. He is LEAN 6 Sigma Yellow Belt certified and holds his securities licenses 4, 7, 57, and 63 through LPL Financial.

Outside of the office, he is a regular at the gym, plays soccer, enjoys going to the beach, and working on his golf game.

Bio
Photo of team member

Travis Eaton

Internal Tax Strategy Analyst

CPA, MPA
×

Travis Eaton

Phone: (512) 327-1000

Toll Free: 888-389-6480

Email: travis@thefoxalliance.com

 

 

Travis Eaton is an Internal Tax Strategy Analyst 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.

Bio
Photo of team member

Bailey Fox

Client Liaison
Department Head

×

Bailey Fox

Phone: 512-327-1000 Ext: 102

Email: bailey@thefoxalliance.com

Bailey serves as a Client Liaison at The Fox Alliance. She attended The Master's University in Southern California and received her Bachelor of Arts in Liberal Studies. Bailey loves connecting with people and is passionate about seeking to provide exceptional client experiences. She is a born and raised Austinite, and enjoys running on Town Lake, trying new foodie spots, and spending time with her family. Bailey also loves being involved in her local church, Austin Ridge.

Bio
Photo of team member

Kem Yeary

Client Liaison

×

Kem Yeary

Phone: 512-327-1000 Ext: 104

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 three daughters. She is actively involved in her church, leading the children’s church and assisting with the youth team.

 

Bio
Photo of team member

Jennifer Radford

Client Liaison

×

Jennifer Radford

Email: jennifer@thefoxalliance.com

Jennifer Radford holds a Bachelor of Arts in Political Science from Baylor University and began her career in the financial services industry in 1997. She worked as an independent advisor with Ewing Financial Group, LLC and now, as part of The Fox Alliance, she manages various aspects of advisor and client support. Jennifer believes that strong connections form the backbone of excellent client relationships, fostering empathy, care, and a commitment to delivering the best service experience possible.

Outside the office, Jennifer enjoys spending time with her husband and their two Cavalier King Charles Spaniels. She is passionate about traveling, reading, history, and needlework.

Bio
Photo of team member

Tiffani Escobar

Client Liaison

×

Tiffani Escobar

Phone: 512-327-1000 Ext: 101

Email: tiffany@thefoxalliance.com

Tiffani Escobar is a Client Liaison at The Fox Alliance.  Before joining The Fox Alliance, Tiffani 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. 

Bio
Photo of team member

Estella Arredondo

Client Liaison

×

Estella Arredondo

Phone: 512-327-1000 Ext: 103

Email: estella@thefoxalliance.com

Estella is a Client Liaison with The Fox Alliance. She graduated in 2011 from Texas State University with a Bachelor of Arts degree in Psychology and a minor in Social Work. Previously, she served as an assistant program director and maintained credentials as a certified brain injury specialist at Rehab Without Walls NeuroSolutions- a residential rehab program for adults with brain injuries. Since joining The Fox Alliance in 2022, Estella has enjoyed connecting with clients and being a part of their financial journey.

Estella enjoys spending time with her husband, Joe, and their three sons, along with extended family and friends. Her hobbies include watching movies, reading, and building Lego sets with her kids. She also loves to watch football, listen to true crime podcasts, and considers the beach her happy place.

Bio
Photo of team member

Kathy Torres

Client Liaison

×

Kathy Torres

Phone: 512-327-1000 Ext: 214

Email: kathy@thefoxalliance.com

Kathy, born in Italy with Puerto Rican heritage, brings a rich cultural blend to her diverse professional background. With experience spanning healthcare, the automotive industry, and media sales support, she excels in each domain, united by her skills in customer service.

Beyond her career, Kathy treasures quality time with loved ones, enjoying movies with her husband and two boys. She's also a music enthusiast who loves attending concerts and an outdoor enthusiast who embraces nature. Kathy is a well-rounded individual who blends cultural richness, professional expertise, and a zest for life seamlessly into her journey.

Bio
Photo of team member

London Chamberlain

Client Liaison

×

London Chamberlain

Email: london@thefoxalliance.com

London serves as a Client Liaison at The Fox Alliance. He joined the firm in 2021 as a Wealth Management Intern and has grown to appreciate the team's culture and commitment to excellence.

Outside of the office, London is pursuing a Bachelor of Science in Economics at The University of Texas at Austin. He is complementing his program with minors and academic certificates in wealth management, finance, and computer science.

During his free time, London's greatest hobbies include trail running, cooking Cajun food for family and friends, and serving his campus and Austin communities alongside his fellow Texas Blazers.

Bio
Photo of team member

Tiffaney Smith

Client Liaison

×

Tiffaney Smith

Phone: 512-327-1000 ext 119

Email: tiffaney@thefoxalliance.com

Tiffaney is an Air Force Veteran who enlisted right after high school and served 20 years before retiring from active-duty service.  She holds a Bachelor's Degree in Organizational Management from Ashford University and has 20 years of Administrative Support & Resource management experience from her military career as an Aviation Resource Manager and Government Flight Operations Chief.  Now, as a Client Liaison with The Fox Alliance, Tiffaney focuses on client care and administrative support. She plays a key role in ensuring an enjoyable experience for each client interacting with our team.

Outside of the office Tiffaney enjoys spending time with her family and traveling.  Her hobbies include attending concerts & sporting events, cooking, and reading. 

Bio
Photo of team member

Heather Alexander

Client Liaison

×

Heather Alexander

Phone: 512-327-1000 ext. 117

Email: heather@thefoxalliance.com

Heather brings over 20 years of experience in technology, financial services, and global consumer products, excelling in team building and process optimization. Previously, Heather directed portfolio management for a full-service investment firm, achieving substantial growth through office efficiency enhancements and client engagement. Now, in her role as a Client Liaison for The Fox Alliance, she approaches client support with the same dedication to client satisfaction.

Heather enjoys spending quality time with family and friends, watching football, and indulging in gardening to unwind and nurture her outdoor spaces.

Bio
Photo of team member

Cindy Clouse

Client Liaison

×

Cindy Clouse

Phone: 903-693-9191

Email: cindy@thefoxalliance.com

Cindy holds a Bachelor of Business Administration from The University of Texas at Tyler and has 20 years of Tax Preparation and Administrative Support experience with a certified financial planner.  Now, as a Client Liaison with The Fox Alliance, Cindy focuses on client care and administrative support in the Carthage office. She plays a key role in ensuring an enjoyable experience for each client interacting with our team.

Outside of the office Cindy enjoys spending time with her family and friends. Her hobbies include music, going to the movies, and reading.

Bio
Photo of team member

Andrea Perkins

Operations Manager

×

Andrea Perkins

Phone: (512) 327-1000 ext. 111

Email: andrea@thefoxalliance.com

Andrea brings over 20 years of expertise in real estate and corporate operations, blending her background in strategic planning and operational leadership. A graduate of The University of Texas at Austin with a BBA in Accounting, she earned her real estate license in 2004, gaining in-depth market knowledge while working alongside Austin’s top realtors.

Her career evolved into corporate operations roles in Philadelphia with renowned brands such as Anthropologie and BHLDN, where she specialized in financial planning, inventory management, and cross-functional team coordination. Andrea’s operational approach focuses on streamlining processes, driving efficiency, and ensuring business goals align with long-term strategic initiatives.

In her free time, Andrea enjoys spending time with her rescue dog, a Brussels Griffon, and volunteering with local animal sanctuaries and rescue groups.

Bio
Photo of team member

Njeri Lee

Operations Assistant

×

Njeri Lee

Phone: 512-327-1000 ext. 129

Email: njeri@thefoxalliance.com

Njeri Lee was born and raised in Maryland, but it was family that brought her to Austin. After arriving, she quickly fell in love with the friendly community and incredible food scene, making Austin her permanent home.

With 12 years of experience in the airline and hospitality industries, Njeri worked her way up from agent to supervisor, bringing to The Fox Alliance a deep understanding of client communication and a genuine empathy for client needs. Now, as part of our team, Njeri is dedicated to ensuring each client feels valued and supported.

Outside the office, Njeri enjoys spending quality time with her son, Angelus, and her dog, Helios. You’ll often find them exploring local parks or trying out the city’s food trucks. In her downtime, Njeri loves to unwind with a favorite anime series or a good movie.

Bio

From Our Partners

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

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

We are passionate about bringing financial empowerment to not only our clients, but our community around us. Financial literacy is not a requirement to graduate from high school or college, and most Americans are not equipped to see the path that will lead them to financial security. 

Our desire is to be part of the solution, and we engage daily in our local cities to empower individuals and families to take control of their financial future. This is our heart. At the Fox Alliance we believe we can make a difference. 

Over the years, we’ve helped guide our clients through dramatic economic changes; from the market mania of the 1990’s to the dot-com bubble of the early 2000’s, the Great Recession of 2008 through the world changing COVID-19 pandemic. With those experiences, we’ve learned that more than anything else our clients want and need to trust that we are dedicated to their goals no matter what challenges we face together. We wholeheartedly embrace that trust, and we are here to serve as your ally in your financial journey.
 


Bill Fox, Holden Fox, Josh Renfro

 

Home

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: info@thefoxalliance.com

Austin 

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

Houston

16517 Longenbaugh Dr, Rm 1702, Houston, TX 77095

Round Rock 

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

San Antonio

13750 San Pedro Ave, San Antonio, TX 78232

Seguin 

808 E. Court Street #160, Seguin, TX 78155

Carthage

1146 W Panola St, Carthage, TX 75633

 







 
  • Sitemap
  • Legal, privacy, copyright and trademark information

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."

LPL Financial Form CRS

© 2025 The Fox Alliance Wealth Advisors. All rights reserved.

Website Design For Financial Services Professionals