Amber began her financial services career in 2007 in Austin, TX as a Financial Advisor with Edward Jones. During her time at Edward Jones, she had the opportunity to work on the leadership team for the Austin region allowing her to learn from and collaborate with many other leaders in the area.
Amber has always had an appreciation of learning, so she began offering educational sessions to her clients. She found herself seeking to add value to her client’s lives in more ways than simply offering suitable asset allocation and mutual fund recommendations. Amber found that through her drive for knowledge and continuing education, she could help educate her clients and they could make informed financial decisions. The Maya Angelou’s saying “when I knew better, I did better” really became a center point of her client meetings.
In 2011, Amber was presented with an opportunity to move her business in a different direction – Independent with LPL Financial. Amber offers her clients access to a wide range of non-proprietary products and services – without the obligation to sell any particular investment or brand—keeping her focus solely on the wealth management, legacy planning, and the education of her clients.
Amber graduated from Texas Tech University with a Bachelor of Science in Exercise and Sport Science with every intention of coaching high school girls’ basketball. She feels that although it’s not high school and there’s no basketball involved, her career path has definitely benefited from her desire to coach.
“My job as a Financial Advisor is to help people pursue their financial goals – This may involve being defensive at times and offensive at others. It also requires strategic planning and coaching my clients to make suitable financial decisions.”
Amber holds a Series 7 and Series 66 registrations with LPL Financial, as well as a Texas Life, Accident, Health, and HMO license. In addition, she is also an Accredited Asset Manager Specialist (AAMS).
Amber, her partner Robbie, and their son Omar, work, live, and play in South Austin. In their leisure time, they enjoy all the wonderful adventures that Austin and the Hill Country have to offer.
Pete Conforti comes to Entirety Financial from his previous tenure as Financial Advisor with Edward Jones in Austin, Texas. Having built his business and served clients amidst the COVID-19 pandemic, Pete utilized his teaching experience in mathematics, psychology, education, and research to add value to his client’s lives. He views finance and investments not simply as an isolated domain reserved for Wall Street, but rather a dynamic and vibrant sphere reflecting the daily lives of Main Street.
Pete graduated in 2000 from The University of Texas at Austin with a Bachelor of Arts in English and Japanese and soon was teaching both children and adults in Tokyo, Japan. After returning to the U.S., he obtained his Master of Education in Curriculum and Instruction from Texas State University-San Marcos and then taught in both public and charter schools in the Central and South Texas areas. After several years in the classroom, Pete pursued additional graduate study in Quantitative Methodology at The University of Texas at Austin, obtaining an additional Master of Education in 2014.
Pete holds a Series 7 and Series 66 registration with LPL Financial as well as a Texas Life, Accident, Health, and HMO license. He enjoys traveling, and aside from residing in Tokyo, has also lived in Mexico City. He looks forward to football season every year and enjoys spending time with his family.