Austin Beard has been involved in financial services since 2020, when he served as an accounting intern while completing his bachelor’s degree in accounting and taxation at Utah State University. Austin joined EP Wealth Advisors in 2021, inspired by the idea of helping people meet their personal financial goals through strategic financial planning and investing, which always has appealed to him. Austin is excited to help clients make good, educated financial decisions to set themselves up for their everyday lives and retirement dreams. Prior to joining EP Wealth, Austin was a tax associate at Cook Martin Poulson, PC, where he previously had interned. When he’s not in the office, you may find Austin enjoying the serenity of a golf course, wakesurfing behind a boat on a local lake, or hiking trails while engaged in self-evaluation. Austin and his wife Jordan, whom he identifies as “definitely my better half,” are self-described “foodies,” who love exploring new cuisine and dining locations.
Utah State University, M.Acc., Accounting
Utah State University, B.A., Accounting