Our Team

Daniel Tapia, President and Wealth Advisor

Daniel Tapia, LUTCF, has over 20 years of experience in helping his clients with their retirement planning needs.  He is an Investment Adviser Representative with LPL Financial and has completed numerous industry certifications, as well as educational programs.  In 2004, Daniel founded Rembrandt Financial Group, LLC. for the purpose of aligning experience and resources in order to provide a holistic retirement planning experience for his clients.  Daniel is able to provide his clients robust resources and access to advanced technology solutions.

Through a disciplined process, he guides his clients in discovering their quantitative needs as well as their life goals and dreams.  This forms the basis for constructing a viable, flexible, and realistic retirement plan.  Ongoing monitoring of one's retirement plan ensures that clients maintain confidence in their plan and allows them to make necessary adjustments.  For this reason, Daniel and his staff are committed to providing ongoing reviews and provide the opportunity for clients to be better informed and in control of their financial future.

Although Daniel works with clients in both Houston and Central Texas, he, his wife Juliet, and their children make their home in West Austin.


Sarah "Kitty" Puckett, Senior Vice President of Business Development

Sarah "Kitty" Puckett is dedicated to building lifelong relationships based on a foundation of trust and client satisfaction.  She has offered a comprehensive blend of knowledge and experience for over 20 years, which allows her to provide comprehensive financial management, individually designed for each client and strives to deliver the highest level of personal service and professional integrity.

In her free time, she enjoys cycling, golfing, spoiling grandchildren and admiring her husband's hobby of restoring classic muscle cars.

 

 

 

 


Shawn Bryan, Vice President of Operations & Partner

Shawn Bryan brings 20-plus years of operations management and financial services experience to Rembrandt Financial Group.  In his capacity as a Partner at Rembrandt, Shawn has a dual role of assisting clients and overseeing operations.  He works directly with the advisor team to ensure clients' needs are addressed and retirement plans are implemented and reviewed.  Shawn also manages the day-to-day operations of the firm, working with Daniel to grow the company through strategic planning, systems development, and marketing.

Shawn moved to Texas from Oklahoma in 1988 and has been in Austin since 1990.  He received his Bachelor of Science degree from Texas State University, and became a Director at Barton Creek Country Club and Resort.  Since entering the financial services industry, he has mainly worked with independent boutique advisory firms.  

Shawn lives in South Austin with his wife Whitney and their young son, and he has a daughter who is attending the University of Texas at Austin.


Preston Weaver, Financial Services Coordinator

Preston Weaver joined Rembrandt Financial Group soon after receiving his Bachelor's and Master's degrees in Personal Financial Planning from Texas Tech University.  Preston helps bring a diverse planning background to the team at Rembrandt Financial Group, having worked with other financial planning firms around the country.

As a Financial Services Coordinator, Preston is dedicated to assisting the advisors through the holistic planning process and guiding them to help clients pursue their goals and objectives.  Preston is currently working to obtain his CFP® designation and makes South Austin his home.

 

 

 


Johanna Pelaez, Financial Services Coordinator

Johanna joined Rembrandt Financial Group in 2017, after moving to Austin from California.  She brings over 12 years of client service and office management experience to the firm.  By having a degree in Counseling, Johanna is very adept at listening to clients and acting on their needs and concerns.  As Financial Services Coordinator, she is the main point of contact for clients to provide a timely response to their ongoing service needs, while striving to exceed their expectations.  

Being fairly new to Austin, Johanna looks to plant her roots here and learn the "Texas" way.  For fun, she enjoys all types of outdoor activities, including sky diving.