Crossroads Financial Services

CONNECT

Address:

10900 Stonelake Blvd., Suite B 150
Austin, TX 78759

Phone:

(512) 794-1348 ,(800) 356-2175

Fax/Other:

(512) 343-8119

Our Team

Matt Meyers, CRPC®

Matt has been helping families plan to meet their financial goals for more than thirty years, advising clients both locally and nationwide. Matt’s greatest strength is listening to his client’s aspirations, goals, and values, and working with them to create a realistic plan to align their financial resources with their visions. During this process, Matt helps his clients to better understand seemingly complex financial concepts so that together they can make informed and intelligent decisions.

After graduating in 1981 with a BBA from the University of Texas, Matt began his career advising faculty regarding their retirement plans at the University of Texas, Texas A&M University, and Texas State University. As an Investment Adviser Representative of Voya Financial Advisors, Matt holds FINRA Series 6, 7, 63, and 65 securities registrations. He also has Life, Health and Disability insurance licenses including the Long Term Care certificate required by the State of Texas. Additionally, he holds the designation of Chartered Retirement Planning Counselor from the College for Financial Planning.

Living in Austin since 1977, Matt and his wife Cindy enjoy an active, outdoor lifestyle: hiking, skiing, running, scuba diving and exploring mountain trails in their old Jeep. Matt and Cindy are also the proud parents of two grown children, son Matt Jr. and daughter Layne.

Matt can be reached by email at: matt@crfinancialservices.com

 

Matthew Meyers, Jr., CFP®, CRPC®

As a Financial Advisor, Matthew is dedicated to helping his clients first define and prioritize their goals. In order to achieve those goals, he works to develop and implement financial strategies that serve the best interests of his clients. Matthew is also passionate about protecting the financial wellness of his clients, and focuses on educating them so they can make informed choices about their financial future.

 

Matthew received degrees in Business and International Studies, with a minor in Mandarin Chinese from Southern Methodist University. He has worked for the Department of the Treasury in Washington, DC, as well as the private sector. His diverse background brings a solid understanding of the challenges involved in securing a sound retirement and being prepared for the future.  As an Investment Adviser Representative of Voya Financial Advisors, Matthew currently holds FINRA Series 7 and 66 securities registrations. He also has Life, Health and Disability insurance licenses as required by the State of Texas. Additionally, he holds the designation of Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC).

Matthew and his wife Megan enjoy calling Austin home, where they are active in the community. When not at work, he can be found backpacking, scuba diving, reading, or generally dreaming of their next travel adventure.

Matthew can be reached by email at: matthew@crfinancialservices.com

 

Laura Villota Stella

Laura was born in Colombia and has a diverse international background, having lived in Spain, Scotland, and Germany before settling down in Austin in 2012. She holds a BA degree in Economics from the University of Valencia, Spain, and participated in an exchange program with the University of Texas at Austin. Before working in the financial services industry, Laura spent time in real estate, working as a branch manager and helping manage properties in the Austin area. Laura brings her economics background, international experience, and customer service skills to her role as Crossroad's Advisory Services Coordinator. Laura currently holds FINRA Series 7 and 63 securities registrations.

Laura and her husband Tim enjoy an active and social lifestyle together, especially dancing, exercising, and exploring their creative sides (which includes music for Tim, and pottery for Laura).

Laura can be reached by email at: laura@crfinancialservices.com

 

Angela Testolin*

As a true people person, Angela thoroughly enjoys getting to know our clients, and is always pleased to assist them with whatever they may need. Drawing from her many years of experience in various realms of customer service, including human resource staffing, fine art sales, fashion retail, e-commerce sales support, and other positions within financial institutions, she understands the importance of truly connecting with people on a personal level. Angela holds a degree in Studio Art and enjoys dabbling in all forms of artistic media in her spare time.

Angela is an avid reader and music enthusiast, and like many native Central Texans, loves venturing out into the natural world as much as possible. She is very happy and proud to call Austin home and to be a part of the Crossroads Financial Services team.

Angela can be reached by email at: angela@crfinancialservices.com

 

* These individuals are not registered with Voya Financial Advisors.