One-on-One Advice Tailored For Your Success

Austin National Financial Services was established in 1986 to deliver exceptional financial advisory and investment management services. Our founder, Jim Cook, laid down the foundation for a wealth management firm that provides personalized service with open communication at its core.

The unwavering commitment to this vision since day one remains an integral part of what makes Austin National a trusted name. We believe that a financial advisor should be a partner to their clients, and not just a salesperson - as an independent firm, we collaborate with our clients to not only meet their needs, but exceed them.

Nikki A. Naylor CFP®

Owner

Nikki has been helping individuals in the financial services industry since 2000. She started as a securities analyst and trader for a money management firm and transitioned into a financial planner where she developed comprehensive strategies for mid to high net worth clients.

During her career, Nikki has worked with just about every aspect of our business. She has an unusual combination of operational experience and industry knowledge that allows her to immediately ascertain not only what should be done, but more importantly, what can be done.

In 2005, Nikki moved to Austin and joined Jim Cook, the founder of Austin National Financial Services. Her passion for working closely with individuals and having a direct and positive impact on their lives brought her to our boutique client-centered firm.

With a sense of curiosity that drives her to learn, compassion that drives her to care, and commitment to see even the toughest tasks through to completion, Nikki is valuable to clients, staff, and advisors alike. She takes the time to learn each client’s situation, leverages on her experience to guide them through their financial decisions and effectively communicates solutions geared towards their goals.

She believes that communication is the key to any investment strategy - in addition to analyzing various markets and investments, Nikki loves helping clients understand them as well. Open communication is also what drives her ability to fine tune portfolios that compliments each client’s stage in life.

Nikki graduated from Westminster College with a BS in Accounting and later obtained her Certified Financial Planner™ designation. When she’s not working, Nikki loves spending time with her husband and son. She also enjoys playing various sports and hiking in the great outdoors.

Nicole Webster

Administrative Manager

Nicole has been in her current role at Austin National for over 3 years. As an administrative manager, she is involved with the day-to-day needs of the clients.

Because Nicole believes that client experience is an important factor when it comes to choosing the right financial advisory, she dedicates herself to getting to know the clients so that she can give each one of them a personalized experience with the firm. But that’s just the perks of the job - she truly enjoys interacting with the clients!

Nicole has found her job to be the perfect way to use her strengths (talking to people, organization, problem solving) while expanding her skills by learning new things through the ever-evolving world of finance. She strives to continuously grow in her job while enjoying the process along the way.

Nicole spends her free time reading, working on her garden or running around with her dog. She also enjoys fly fishing, hiking and testing out new recipes in the kitchen. She is also an active member of the community, most notably through her church where she gets to serve others through service opportunities, and by volunteering for the global charity Days for Girls International.

Jason Torrent

Operations Manager

Jason is an operations manager at Austin National for over 2 years. He helps his clients by streamlining the processes performed on a daily basis in order to maintain utmost efficiency at every stage of the client’s journey.

A hardworking team player with an unmatched eagerness to help others, Jason goes above and beyond to put the clients’ needs first and provide them with the best service possible. He studied Economics and Accounting at the University of Colorado, Colorado Springs. In addition to gaining more knowledge about the financial industry on the job, he also enjoys building his ability to help others through their own unique financial situations.

In his free time, he loves spending time with his partner and their dogs. He also enjoys being outdoors whether it’s hiking, fishing, shooting, auto racing or just hanging around with friends and family.

Yuji Kodama

Investment Analyst

Yuji has been in the financial industry for 7 years. His role is to collect information and research geared towards presenting sound investment strategies for our clients. Prior to joining Austin National over 4 years ago, he worked as a portfolio analyst and client service representative.

A driven person with a strong analytical mind, he graduated from Texas State Univerity where he helped manage the school’s endowment fund as an Equity Analyst for the student-managed Investment Fund. He has always been passionate about investments and finance, and has a deep understanding of how they work. He dedicates himself to exploring the latest trends in finance in order to find the best opportunities for our clients.

In his free time, Yuji loves spending time with his wife and their dog. He keeps himself busy with a variety of hobbies including playing pool, spending time outdoors hiking, going to museums, art exhibitions and live concerts.

Maylene Poulsen

Accounts Manager

Maylene is an account manager with a passion for the financial industry. She has been working in accounts management for almost a year and has recently started taking on certifications through FINRA.

She loves all the details of her work, from meeting new clients to helping them navigate the nitty-gritty details of financial documentation. Maylene enjoys problem solving and figuring out the best way to implement a solution, as well as working with numbers and data. Her favorite part about this career is that it gives her opportunities to pursue her professional goals while still enjoying what she does.

Maylene enjoys her time outside of work hiking, baking, cooking and spending time with her husband and their two daughters. She also volunteers in her church youth program and loves exploring all the local food spots around Austin (especially if there’s chips and queso on the menu).

Ethan Gilbert

Para-Planner

Ethan is a para-planner for Austin National and helps his clients align their goals with a step-by-step planning process geared towards reaching them. He has been working in the financial industry since 2017.

Ethan enjoys the complexity of financial planning and finding solutions to problems. The best part of his job is knowing that what he does for our clients allows them to live their lives with clarity and peace of mind. He chose to join the world of financial planning because it combines his two greatest strengths: his love for numbers and passion for helping others.

Ethan graduated with a Bachelors in Finance from St. Edwards University in Austin, TX. In his free time he enjoys travelling or going to sporting events with his family and friends. He also leads an active lifestyle and loves any kind of sport, from swimming to CrossFit. He is currently expecting his first child with his wife, Haley.