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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 achieve long-term financial success by providing them with the best possible expertise and resources, thus giving them the peace of mind 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 provide peace of mind. 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 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


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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 achieving 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 experts 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 all 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 best for 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 the solutions needed to ensure that 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 the key 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. Our in-house Certified Public Accountant provides the expertise needed 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 secure 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 wealth-building approaches. 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

Chartered Life Underwriter® and Chartered Financial Consultant® designations

Served as a member of the National Association of Insurance and Financial Advisors and Lifetime Leader’s Association

Is a Chairman’s Council Qualifier

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

Bill Fox, 2012, 2013, 2014, 2015, 2016 Five Star Wealth Manager award winner by Texas Monthly Magazine*

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.


*Five Star Professional, a third‐party research firm, identified pre‐qualified award candidates based on industry data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self‐nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list. Award candidates were evaluated against objective eligibility and evaluation criteria including, but not limited to: 1. Credentialed as an investment adviser representative. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony. 4. Accepting new clients. The inclusion of a candidate on the final list should be not construed as an endorsement of the candidate by Five Star or any other organization. The Five Star award is not indicative of the advisor’s future investment success and may not be representative of any one client’s experience. Further, there is no guarantee that the selected advisor will be awarded this recognition by Five Star in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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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 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 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

Senior Wealth Advisor

CWS®, MBA
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Jim Baker

Phone: 512-327-1000

Email: jim@thefoxalliance.com

“People don’t care how much you know until they know how much you care.” -Theodore Roosevelt

James Arthur (“Jim”) Baker serves as Co-Founder and Business Development Director of The Fox Alliance. He’s 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” and “how” to managing their financial risks.

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 both personally and financially and helping them make 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.
  • Served as a member of the New England’s Retirement Plan Advisory Group.
  • Repeatedly achieved Leader’s Association status at New England Financial
  • Multi-year qualification for Million Dollar Round Table

In November of 2014, along with Bill Fox, Jim Baker 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.

Only recently divorced, Jim was married for 38 years and has two fine sons, Sterling and Christian.  He has been active in Scouting, in fundraising events for multiple charities and organizations and regularly attends Austin Christian Fellowship.  As a former award-winning gymnast, cheerleader and instructor in those disciplines, Jim now enjoys cycling, skiing, scuba diving, 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.  

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Roger Zessin

Senior Wealth Advisor

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Roger Zessin

Roger brings a deep understanding of the financial world through his founding and managing a brokerage office for 14 years in Corpus Christi, TX. Roger started as a wealth advisor in 1982. Roger has taught investment classes at the college level and given seminars for 27 years in the securities industry.

As a senior wealth advisor, Roger has developed investment plans to meet the needs and goals of his clients, especially for and during retirement years. He holds securities licenses 7+66 and received his Bachelor of Business degree at Western Illinois University.

Before joining The Fox Alliance, Roger worked with A.G. Edwards + Sons, Wachovia Securities, and Wells Fargo Advisors for 27 years.

Outside of work, Roger has many hobbies and interests including running, golf, hiking, music, travel, and photography. In 2000, he formed a group of volunteers and created the Coastal Bend Wildlife Photo Contest (wildlifeinfocus.org). This bi-annual wildlife habitat conservation effort grew to be one of the richest wildlife photo contests in the world. The “Kritters 4 Kids” school program we created has become a powerful medium for teaching elementary school children about local wildlife, ecosystems, and habitat management. The eight spectacular wildlife photography books produced since 2001 are now collector’s editions.

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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 Associate 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, 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

Tax 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 an associate wealth advisor and resident tax expert 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.

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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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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Madeleine Hall

Administrative Assistant

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Madeleine Hall

Madeleine is an Administrative Assistant at The Fox Alliance. Prior to joining the firm Madeleine worked at Charles Schwab as a Client Relationship Specialist. She received her Bachelor of Science in Business Administration with a focus in Fine Arts and Outdoor Adventure Leadership from Sierra Nevada College in Lake Tahoe, NV. Outside of the office Madeleine enjoys ski trips with her friends and painting in local art studios.  

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Luke Skifich

Client Liaison

CFP®, ChFC®, CLU®
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Luke Skifich

Phone: 512-327-1000

Email: luke@thefoxalliance.com

Luke is a Client Liaison with the Fox Alliance. He started his career in the financial services industry at National Financial Partners, specializing in life insurance and estate planning, and joined the Fox Alliance in May of 2019.

Born and raised in San Francisco, Luke moved to Austin in 2015. In San Francisco, he worked as a Senior Forensic Chemist with the United States Department of Justice for over a decade.

Luke became an advisor because he loves helping people alleviate often their single biggest worry--their finances. He holds the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), Certified Life Underwriter (CLU®) designations, and his Texas Life and Health Insurance License.

When he is not working on financial plans, he enjoys spending time with his wife and English bulldog, exploring Austin's parks, reading fiction, following the NBA, craft cocktails, weightlifting and yoga.

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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 66. Outside of the office, Mikala enjoys playing tennis, hiking, and listening to live music.

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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

San Antonio Location

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

Austin Location

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

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