Our Team

"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 a 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 at 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.

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. Holden is also an active member of several local non-profit organizations including ABBA (Austin Bridge Builders Alliance) as well as their church, Austin Ridge.

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

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.

Laura Cooper is a 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.

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, 66 and 24 held by LPL Financial as well as his life and health insurance license. He is also a CERTIFIED FINANCIAL PLANNER™ professional 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.

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.

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.

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™ professional.   

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.  

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. He has also been a licensed loan officer with experience in all aspects of mortgage banking. 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. 

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).

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 financial confidence 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. 

Leilani Shortt is Department Head for Financial Planning & Advisor Support. 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™ professional.

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.