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Carlos H. Lowenberg Jr., ChFC®

Founder & CEO

Carlos Lowenberg is a tax and financial strategist and author of the upcoming 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 two companies – the Lowenberg Group and Sovereign Partners. The Lowenberg Group 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. Sovereign Partners is a unique company, which operates similar to a personal general contractor – managing personal and professional tasks and details for executives – so executives can focus on their business.

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 a member of Top of the Table — an elite group of financial advisors comprising only the top .002% of financial advisors in the world. He 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 has served as its chairman for eight years. He is also past Vice President of Finance for the Austin Opera.

Carlos resides in Austin, Texas with his wife, Marianna, his three sons, Nicolas, Tres and Templar and his step daughters Mari Louise and Lili Grace.

Scott Kice

COO

Scott Kice joined the Lowenberg Group in 2014. In his current role as COO, Scott’s primary objective is to preserve and maximize wealth for the Lowenberg Group’s investment clients. Scott’s strategic thinking, analytical mind, discipline, and attention to detail are utilized daily in this endeavor.

Additionally, Mr. Kice assists Mr. Lowenberg in several other business areas. For our individual clients, Scott assists in consulting on charitable giving, estate planning, and leveraged life insurance. Scott assists our corporate clients with design and implementation for employee compensation and executive retention plans, as well as advising on qualified and non-qualified retirement plans.

Scott grew up in Wichita, KS but has called Austin home for over ten years. Scott first entered the securities industry in 2004 but also has experience computer programming, actively trading equities, founding and running small businesses, establishing orphan care facilities throughout East Africa, and pursuing cybercrimes cases as a Special Agent of the Federal Bureau of Investigation. Scott’s diverse experience, as well as his managerial, and organizational skills, are brought to bear in his role as Chief Operating Officer.

Outside the office, Scott enjoys rock climbing, stand-up paddle boarding, wakesurfing, and riding his motorcycle.

Julie Rompel, RP, CAP-OM

Operations Manager

As Operations Manager, Julie utilizes her over thirty years of administrative and management experience, many of which have been in the wealth management industry, to provide concierge-level services to our clients.

Julie is a licensed Texas Life Agent. Her primary responsibilities include the oversight of client insurance administration and underwriting and long term wealth planning.

Julie is a Registered Financial Paraplanner (RP™), a Certified Administrative Professional (CAP™), a Certified Organizational Manager (OM™) and a Texas Notary. Her astute attention to detail, organizational skills and interpersonal skills are paramount as she manages the daily operations of the company including Human Resources, IT, Budget, Marketing and Communications and Client Services.

Originally hailing from the San Francisco Bay area, she has called Texas home for over 30 years.

Julie’s other passions include spending time with her husband and children, interior design, gardening, gourmet cooking, reading, writing and hiking in the beautiful Texas Hill Country.

Patti Womack-Lee

Assistant to Carlos H. Lowenberg, Jr./Client Relations

Patti comes to the Lowenberg Group with a strong background in sales, customer service and marketing. She loves interacting with our clients and providing superior customer service. When not in the office, Patti loves to spend time with her family, trail running, travelling the world and volunteering with charities, such as Mobile Loaves and Fishes. Patti is passionate about helping those in need and is also involved with charities in El Salvador, India and Rwanda.

William A. Riley

Operations Assistant

Mr. Riley, a life insurance agent and general securities representative, has been with the Lowenberg Group since October 2016. He is heavily involved on the research side of both investment and insurance business, seeking solutions tailored to clients’ unique needs. His acumen in this endeavor is strengthened by his diverse international business experience. With the Commerce Department in Sydney, Australia, he became familiar with many of the challenges facing small to medium-sized enterprises seeking to export beyond America’s shores. As a Congressional Liaison Intern at the Embassy of Australia in Washington, DC, he gained exposure to the commercial impact of Congressional legislation. These experiences, among others, inform Mr. Riley’s daily work at the Lowenberg Group as he assists in developing creative and dynamic solutions for our clients.

Mr. Riley graduated magna cum laude from Georgetown University with a Bachelor of Science in Foreign Service. While earning his degree, he spent a year studying in Santiago, Chile and summers volunteering in Cambodia and Tanzania. Mr. Riley was born and raised in Chicago, IL. When not in the office, he enjoys skiing, cycling, tennis, hiking, playing the saxophone, and, when in season, managing his fantasy football team. He lives in Austin with his fiancée Clarissa.

Patricia O’Leary

Investments Assistant

Patricia joined the Lowenberg Group in 2016 as an Investment Assistant. She has an Industrial Engineering and Systems degree from Monterrey Tech and a Masters in Business Administration with concentration in Finance from the University of Texas at Austin.

Patty has been featured in Hispanic Business Magazine as one of 80 Elite Hispanic Women in the U.S. She brings to The Lowenberg Group her strong analytical skills and many years of banking experience. Patricia is married and has two daughters. Austin has been Patricia’s home for over 20 years. A very active family –she, her husband and their daughters spend most of their afternoons and weekends at sporting events. She recently became a certified soccer referee, manages one of Lake Travis Youth Association’s Select soccer teams and serves on the board of the Austin Women Tennis Association.