Colin Bell CFP

President

Colin is a Certified Financial Planner and enjoys the challenge of helping others accomplish their personal financial goals. He works directly with individuals and families to provide comprehensive wealth management services. In addition, he is responsible for business operations and for leading strategic planning at BWM.

After a successful career in corporate finance with a Fortune 100 company, Colin returned to Austin to help develop BWM into one of the premier wealth management firms in Central Texas. He has appeared on CNBC, as well as local television and radio, where he has been asked to share his views on investments and personal finance. In particular, Colin has earned a reputation for understanding and solving the unique financial issues facing physicians and business owners.

Colin is a graduate of The University of Texas at Austin. He is a member of NAPFA and Financial Planning Association .

Colin Bell

And On The Personal Side...

Colin is married to Dr. Anna Bell, a pediatrician and owner of Children’s Medical Group, with whom he is the proud parent of a young son. When he’s not working or parenting, Colin’s an incorrigible runner (who favors the marathon) who also also enjoys golf, skiing and travel. His motto in life is “Simplify” – as in focus the majority of your time on enjoyable work and relationships while delegating everything else.

A life-long fascination with saving and investing began with family conversations around the dinner table. In fact, one of Colin’s earliest memories is reading the newspaper with his father, John, and checking Texaco’s stock price. Finance isn’t just a profession in the Bell family, it’s a passion.

Outside of work and leisure, Colin is a member of Hyde Park Baptist Church.  He is actively involved in the school district’s mentoring program, Austin Partners in Education and has spent several years as a tax volunteer with Foundation Communities.

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John Bell PhD CFP

Founder

John is a Certified Financial Planner and has had a passion for investing his entire adult life. His primary focus is serving in an advisory role to the operations of the firm. In addition, he is responsible for new business development.

John founded BWM in 1997, after serving as Deputy Treasurer of the State of Texas. During his tenure at the Treasury, he was responsible for overseeing operations and a $2 billion investment portfolio. Prior to that, he was Director of Revenue Estimating for the Texas Comptroller of Public Accounts.

John graduated from St. Lawrence University in upstate New York and earned a Ph.D. from the University of Arizona.

John Bell PhD CFP

And On The Personal Side...

John is married to Mary Lou and they have two children. The couple have always maintained an active lifestyle, with an emphasis on the outdoors and travel. Most days, you can find them working out at the YMCA or running the trail at Lady Bird Lake. John is a dedicated runner and has competed in the Statesman Capital 10K for thirty consecutive years (since 1982).

John loves to travel and experience new adventures. Some of his favorite trips include hiking in the Alps, cycling in Europe, and the annual Bell Family snow ski vacation. The next destination on his wish list is a trip to New Zealand. John plans to spend more time with his grandchildren and traveling.

John is a member of University United Methodist Church. Previously, he served as an advisor to the Texas State Board of Education and the Permanent School Fund, a $20 billion portfolio. He is on the church finance committee and various other committees. He volunteers as a “Math Buddy” tutoring students at Barton Hills Elementary.

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Joel Lange CFA

Investment Director

Joel is a Chartered Financial Analyst with over twenty years experience in the financial services industry. He works directly with individuals and families at BWM to provide comprehensive wealth management services. In addition, he is responsible for trading and new business development.

Prior to joining BWM, Joel was a Senior Vice President with U.S. Trust where he was responsible for managing over $500 million in client assets. He believes in building diversified portfolios, investing on a regular basis and keeping costs low.

Joel is a graduate of Valparaiso University and the John M. Olin School of Business at Washington University. He is a member of the CFA Institute and the CFA Society of Austin.

Joel Lange CFA

And On The Personal Side...

Joel is married to Sandra, a nurse anesthetist, and they have three children. Joel enjoys cycling, traveling, and attending the kid’s activities.

Travel goals include taking the family on an extended road trip once a year. Recent adventures include the following parks: Yellowstone, Yosemite, Glacier, and Big Bend. If the goal is to simply unwind, his favorite spot is St. John, USVI.

Joel is active in the children’s ministry at Lake Hills Church and enjoys helping out at Mobile Loaves & Fishes whenever he gets the chance. He has previously served on the board of Lutheran Foundation of St. Louis and currently serves on the board of trustees at St. Paul Lutheran High School.

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Vickie Klepper

Client Service Administrator

Vickie is an expert at keeping BWM organized and efficient.  Her primary duties include client service and office administration. Vickie is the first point of contact when you call or visit the office and is an integral part of our team.  Her goals are to “make it easy” for clients to do business with us and to provide them with a high-quality experience each and every time.

Vickie is a graduate of the University of Houston (BBA in Finance).  She is fluent in Spanish and is currently studying to become a Certified Financial Planner at The University of Texas in Austin.

Vickie Klepper

And On The Personal Side...

Vickie has two children and enjoys just about any outdoor activity.  Most evenings, one can find her running or rowing down at Lady Bird Lake.  She is also a proficient downhill skier, skeet shooter, and amateur photogragher (emphasis on landscapes and buildings).  Other passions include college football and basketball–she bleeds burnt orange!

Vickie enjoys roadtrips more than most and is always looking for an excuse to get out of town for an adventure.  One of her more memorable experiences was driving from Austin to Portland (and back).  If Vickie’s in the driver’s seat, you can be sure the Dave Matthews Band is along for the ride.

Giving back is also an important part of Vickie’s life.  She is a past president of the Travis County Medical Alliance and previously served on the board for the Alliance in Communications and Finance.  Currently, she is serving Foundation Communities as a volunteer financial coach and tax preparer.

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Our Story

Bell Wealth Management is a registered investment adviser located in Austin, Texas. We are committed to building long-term relationships by making a significant positive difference in the lives of those we serve. Our passion for sound financial planning and prudent investment management can be summarized in a simple statement:

“Do the right thing, all the time, every time.”

We believe that discipline is the key to success. Adhering to a disciplined, academic approach to personal financial management is what we do best. Working with a select number of individuals and families enables us to provide a level of service that is rare in today’s world. We have the time to communicate with clients, listen to their needs, and find the best solutions.

“We are not in business to be the biggest, just the best.”

Bell Wealth Management is a family business and our reputation is our most important asset. As a fee-only advisor, our compensation is simple and easy to understand. There are no sales commissions or other conflicts of interest. As a fiduciary, we are held to the highest standards of ethical conduct, legally obligated to act in the best interest of our clients at all times.

“Character is built over time and there is no substitute for experience.”

If you are interested in learning about the benefits of comprehensive wealth management, we invite you to contact us for an initial consultation.