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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Mikiel Featherston

Mikiel R. Featherston
Principal/Co-founder
mikiel@planningworks.biz

Mikiel Featherston joined forces with Lisa Allen to start PlanningWork$ in 1999. Together, they are determined to be the rule, rather than the exception, in finding a unique approach to wealth management. With more than 30 years of financial experience, Mikiel prides himself in being able to develop, apply and communicate advanced planning concepts in a concise and simple manner to meet clients’ goals.

Mikiel has prepared financial plans for, and managed the investments of, hundreds of individuals, trusts and small companies. After several years of performing corporate audits and preparing business and personal tax returns for an Austin-based CPA firm, Mikiel moved to commercial real estate to analyze and develop multi-use projects and negotiate and manage partnerships. Mikiel earned his BBA in Accounting from The University of Texas at Austin.

Mikiel served as an executive board member of the American Academy of Certified Estate Planners. He has two grown children and one granddaughter. Mikiel and his wife, Laura, enjoy playing tennis and golf.  They also love outdoor activities and embark on hiking and camping adventures several times a year with Laura’s son.  Mikiel is an avid cyclist, tennis player, enthusiastic reader, and enjoys the local music scene. He is active in his church community, Boy Scouts of America and Captain’s USTA men’s tennis team.

Mikiel has a passion for developing business succession plans utilizing customized buy/sell agreements and tax-efficient transition strategies.  Mikiel is a Certified Funds Specialist and Certified Estate and Trust Specialist.

 

 

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CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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