Carlos H. Lowenberg Jr., ChFC®
Founder & CEO
Carlos Lowenberg is a tax and financial strategist and author of the Wealth on Purpose® book series. Clients and others rely on Carlos and seek out his advice regarding tax reduction strategies, transitioning or selling their businesses and creation of foundations and charities.
Mr. Lowenberg is the founder of the Lowenberg Consulting. Lowenberg Consulting specializes in building and protecting wealth for business owners and entrepreneurs and their families through key executive retention plans and executive benefits and consulting around exit strategy.
Throughout his career, Carlos has gained extensive knowledge, insight and experience. He has appeared on CNBC and Fox News and has been interviewed for Business Week. His articles have been published in the Wall Street Journal, Investment News, the Austin Business Journal, the Austin American Statesman, MSN Money, SmartMoney and on Forbes.com and MarketWatch.com.
Carlos is past president of New York Life Chairman’s counsel and is past member of the Advisory Board for New York Life. He is a founding member of several philanthropic organizations, including the Austin Chapter of the National Christian Foundation, Community New Start and City School in Austin, Texas, where he served as its chairman for eight years. He is also past Vice President of Finance for the Austin Opera.
Carlos and his family reside in Austin, Texas.
Julie Rompel, FPQP, CAP-OM
Chief Operations Officer and Chief Compliance Officer
Julie is a seasoned Operations and Management Professional. As Chief Operations Officer and Chief Compliance Officer, Julie utilizes her over thirty years of Operations, Management and Administrative experience to provide concierge level services to our clients and our team.
Julie is a Financial Paraplanner Qualified Professional (FPQP tm), a Certified Administrative Professional (CAP tm), a Certified Organizational Manager (OM tm), Licensed Texas Life Agent and a Texas Notary. Her astute attention to detail, planning, organizational and interpersonal skills are paramount as she manages the operations of the company including Compliance, Marketing, HR, IT, Accounting, Communications, Special Projects and Client Services.
Julie’s passions include spending time with her family, gardening, gourmet cooking, interior design, reading and hiking in the beautiful Texas Hill Country.
Business Transition Advisor
Nancy Mills guides business owners through her proven process to build value in their business. A native Texan, Nancy brings over 15 years of global business experience helping companies innovate and grow. She has worked in international marketing, sales, advertising, strategic innovation consulting, and mergers and acquisitions. Nancy helps organizations of all sizes grow by augmenting their competitive advantage, utilizing strategic marketing, innovating product, service, and business processes, and fostering an engaged workforce.
Understanding the value of human capital as an asset, she facilitates smooth integration of merged companies through impactful management of people and processes. Nancy has an MBA from Thunderbird School of Global Management and a BA in Mass Communication, summa cum laude.
Nancy resides in the Houston, Texas area with her family and enjoys going to the theater as well as swimming, boating, walking her dog, gardening, and bird watching.
Financial Services Intern
Lillian joined the team in the spring of 2022 as a financial services intern. A senior at the University of Missouri, Lillian is pursuing her Bachelor of Science in Business Administration with an emphasis in Finance & Banking.
As a financial services intern, Lillian assists with financial planning, corresponds with vendors and clients, illustrates planning strategies, and generates various reports of client financial data.
Her communication and organization skills prove especially useful as she manages the client relationship management platforms for the firm. Lillian recently moved to Austin, Texas and enjoys spending time with her family, playing golf, and visiting art and history museums.
Are you ready to think differently and evolve?
Sometimes all it takes is someone to hear your vision, understand where you want to go, and help connect the dots to get there. Sometimes we don’t even know what we need, but understand that impactful insights regarding your business can come from the outside. We are here to help identify what it will take to make this experience one that keeps your customers and employees coming back for more.