Dan Dillard, CFP®

Dan Dillard, founder of NEST Financial, is an Austin-based entrepreneur with a passion for helping aspiring entrepreneurs engage their unique ideas and perspectives while enjoying the same freedom, creativity and purpose he’s found through his multiple businesses.


As creator of VidCast Media and foundingAUSTIN magazine¹, Dan dedicates his time to educating others in finance and inspiring people to follow their passion and create their own path to success.


When Dan is not at work or spending time with his 15-year old daughter around Austin, you’ll find him wake surfing, smoking barbecue, traveling, and exploring the great outdoors.


In addition to his work projects, and foundingAUSTIN, he also manages the wealth of a select group of clients through his firm, NEST Financial. He has 18 years of wealth management experience.

Gloria Park
Managing Partner
Sean McDougle, CFP®
Partner, Chief Investment Officer


Actual fees may be higher or lower depending upon each client's specific situation and the products they select. Investors should note that the deductions of fees will impact overall account returns.  This communication is strictly intended for individuals residing in the state of Texas, California, Virginia, Maryland, and North Carolina. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither NEST Financial nor Union Capital Company, offers tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.


Securities offered through Union Capital Company, member FINRA/SIPC. Investment advisory services and insurance offered through NEST Financial LLC, 5323 Levander Loop, Austin, TX 78702 , 512-944-4882, which is not affiliated with Union Capital Company. Neither Union Capital Company nor its registered representatives, offer tax or legal advice.

5323 Lavender Loop | Austin, Texas 78702

512.944.4882  •  info@nestfinancial.net