facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

MEET THE TEAM

you.

You’re smart.

You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.

You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.

You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.

We’re so glad you found your way to our small corner of the internet! We can’t wait to help you make smart decisions for a great financial future.

us.

Archer is more than your average financial planning firm.

We are straight shooters who aim to make financial planning easy and jargon free.

We have helped countless people like you create a lifetime of security through smart financial choices.

We know your money could work harder for you. And with our help, we will build a full 360° plan that answers all your important questions.

No more worries about if you’ll have enough money to retire.

Gone are the days of stressing about paying for your kid's college.

We plan it and conquer it all, together.

If you’re ready for a team who will be there to support you, cheer you on and celebrate your financial victories as you build (and live) your dream life, you’ve found us!

Archer is that team.

Come join, us and other savvy people like you who are ready to make smart decisions with their money and level up their financial life.

Archer Investment Management is based in Austin and works with clients in person and virtually around the country.

GET STARTED TODAY 


MEET THE team

Let’s be real, it takes a village be the best at what we do. We are your dream team of smart money management. We are here to take your finances and life to the next level in every way we can! 

Richard J. Archer Photo

Richard J. Archer

CFA, CFP, MBA

Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire in me for financial security and led me to work very hard in school, taking advantage of every opportunity.

Everyone has a different relationship with money. Some of my creative clients don't like to think about it and would rather spend their energy pursuing their art. Other clients save aggressively so they have the freedom to retire early. I feel privileged to get to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.

Professional Certifications


icon

CERTIFIED FINANCIAL PLANNER™

Professional since 2012

icon

CHARTERED FINANCIAL ANALYST

Professional since 2002

Education


icon

McCombs School of Business, University of Texas

Masters in Business Administration

icon

The Wharton School, The University of Pennsylvania

Bachelor of Science in Economics with Honors

Community


Leadership Austin

Class of 2010
Former Board Member

Austin Sunshine Camps

Former Board Member


Memberships


Jessica Archer Photo

Jessica Archer

Project Manager

I’m Jessica Archer, Project Manager of Archer Investment Management.  Before I joined my husband--Richard--at our practice, I worked with clients for 10 years at a law firm in the areas of domestic and international tax compliance, trust and foundation administration, and private placement life insurance planning. I now coordinate our firm’s business strategy and development efforts, strengthening our ability to anticipate and address clients’ needs. Let us know how we can help you.

Tracy Costello Photo

Tracy Costello

Practice Manager

I’m Tracy Costello, Practice Manager of Archer Investment Management. After spending the last 20 years at a law firm as a family office manager, focusing in the areas of trust and foundation administration, domestic and international entity structures, and tax planning and compliance, I joined the Archer Investment Management team. Together, we guide clients through the process of evaluating their financial position, setting goals, and implementing plans for financial security.  In my free time, you may catch me around town with my camera, especially in South Austin.  www.tracycostello.com

Kelly Gosiewski Photo

Kelly Gosiewski

Account Administrator

I’m Kelly Gosiewski, Account Administrator for Archer Investment Management. After 11 years in the U.S. Military and five years working as a Director of Administration in the manufacturing industry, I took my experience in operations, accounting, benefits administration and recordkeeping and joined the financial services industry. Today, I enjoy navigating the paperwork maze of establishing and managing Archer Investment Management's client accounts. When I’m not taming the paperwork dragon, you can find me involved in community and economic development efforts, serving on tourism and community development committees, or volunteering in class with Junior Achievement to empower young people to own their economic success.

Shona Martin Photo

Shona Martin

Paraplanner

I’m Shona Martin, Paraplanner for Archer Investment Management.  After my previous career as a Registered Dietitian in a Neonatal ICU, I decided to take the skills I learned working in a collaborative environment and apply them to a career in financial planning.  I recently passed the CFP exam and am considered a Candidate for CFP® Certification.  I joined Archer Investment Management and, together, Richard and I guide clients through the process of evaluating their financial positions, setting goals, and implementing plans for financial security.  In my free time, you will find me providing volunteer financial planning services for the military, hiking, and sailing.