Meet Your Local Retirement Planning Team

Achieve Your Goals With the Support of an Experienced Team

Discover what the gold standard of service looks like. Our team guides you toward a personalized, tax-efficient retirement plan with care and collaboration.

Central Texas’ Trusted Retirement Professionals

Plan Your Next Chapter With a Team That Cares

CapStar Financial Services, LLC is an independent, fee-only firm, founded and led by Suzette Porter, an award-winning financial advisor. We help high-level professionals and business owners transition from accumulating wealth to enjoying it in retirement.

We provide personal, compassionate service for our Austin, Texas, community. We also focus on excellence and continuous improvement, and we’ve received national recognition for the services we provide.

When you work with us, you’ll receive clarity on your plan, confidence in your lifetime income and confirmation you’re with the right team.

Financial Guidance You Can Count On

Central Texas families trust CapStar because of its tenure, recognition and results that
speak for themselves.

5x
Recipient of the Five Star Wealth Manager Award
25+ Years

Years in Business

$350M+

Assets Under Management

400+

Families Served

Financial advisor Suzette Porter meeting with clients, a man and a woman

Plan Your Retirement With an Award-Winning Team

Our awards and recognition from industry leaders reflect years of trusted relationships and tested strategies.

  • Five Star Wealth Manager award
  • Better Business Bureau (BBB) accredited
  • Global Financial Private Capital’s (GFPC) Fiduciary Excellence award
  • Forbes Magazine’s The World’s Most Powerful Women in Business list
  • Excellence in Austin Financial and Insurance Services award
  • Security Benefit’s Elite Advisor award
  • Corbridge Financial’s Platinum Achiever award
  • Global Financial Private Capital’s Ambassador award
  • Delaware Life’s Leaders Circle
  • AssetMark Wealth Management’s Advisory Board

Award-Winning Financial Advisor in Austin, Texas

Meet the Founder, Suzette Porter

Suzette Porter’s father passed away without a written plan. Suzette was eight months pregnant and made 22 trips to manage the aftermath as her family lost their Lake Whitney lake house and other long-held properties. The experience could have left her bitter. Instead, it made her better, and it shaped the firm she built.

Suzette founded CapStar Financial Services, LLC in 1989 to help other Texas families avoid the headache and heartache she experienced.

Suzette Porter

Owner and Investment Advisor Representative

Suzette’s father passed away without a written estate plan, resulting in the family’s loss of their treasured house on Lake Whitney and numerous oil and gas properties. Suzette was eight months pregnant and made 22 trips to clear the properties and manage the aftermath. It was an expensive and arduous nightmare.

Suzette’s hardship inspired her to found CapStar Financial Services, LLC in 1989, where she specializes in helping clients shift from accumulating wealth to distributing it wisely in retirement, through coordinated, tax-efficient strategies. She is deeply committed to her clients’ financial well-being and has built her practice on trust, personalized service and long-term relationships.

For Suzette, this work is personal. She is passionate about creating stability, prosperity and lasting legacies for the families she serves, so that they don’t experience the planning tragedy she did. She believes success in retirement is not accidental — it must be thoughtfully planned.

Suzette is one of the most recognized financial advisors in Austin, Texas, and has helped clients take ownership of their retirement for more than 35 years. Her recognition — from the Five Star Wealth Manager award to honors for fiduciary excellence and achievement — reflects her decades of trusted, results-driven guidance.

Suzette is a dually licensed fiduciary. She has passed the Series 65 securities exam and holds life, accident, health and health maintenance organization (HMO) insurance credentials. For more than 12 years, she has shared practical insights on retirement, tax and estate strategies on her show, Financial Wise.

Central Texas Financial Professional Team

Your CapStar Team

Meet the team committed to helping you create a retirement you can truly own and enjoy.

Barbara Johnson headshot

Barbara Johnson

Operations Director

Barbara Johnson

Operations Director

Barbara Johnson brings 34 years of experience in investment and banking across Europe and the United States — 14 of which have been with CapStar Financial Services, LLC. As director of operations, she is the organizational backbone of our team, combining meticulous research skills with a sharp eye for detail to help Suzette craft the best, most customized investment solutions for each client.

Barbara also leads CapStar’s reporting efforts, producing in-depth retirement, investment and portfolio analyses for both current and prospective clients — giving them the clarity and confidence they need to plan for their futures.

Beyond her analytical expertise, Barbara has passed the Series 65 exam and holds a Texas Life and Health Insurance License. She is also fluent in five languages.

Her love of exploration takes her far beyond the office — from swimming with beluga whales in the Arctic Circle to adventures across the globe. When she’s closer to home, Barbara channels her creativity into painting and is currently working toward fluency in a sixth language.

Julia Hummel headshot

Julia Hummel

Investment Advisor Representative

Julia Hummel

Investment Advisor Representative

Julia Hummel is a recent addition to the CapStar Financial team, bringing with her a strong foundation in finance and real estate. She graduated from Florida State University with degrees in Finance and Business Real Estate, launching her career by helping investors build wealth through commercial real estate. This hands-on experience, combined with a desire to make a more personal impact, inspired Julia to transition into financial advising.

She began her advisory journey at a Fortune 500 investment firm, where she gained valuable industry experience before joining CapStar Financial.

At CapStar, Julia collaborates closely with Suzette and Barbara in managing client portfolios and developing financial plans. She is also preparing to lead the Medicare division of the firm, expanding CapStar’s range of client services.

Julia holds a Series 66 license and serves as a fiduciary as an investment representative advisor.

Outside of work, Julia enjoys staying active—whether on the tennis court, at the yoga studio, or spending time with her miniature dachshund, Peanut.

Lisa Dawson

Client Relations, Event and Marketing Manager

Lisa Dawson

Client Relations, Event and Marketing Manager

Lisa joined CapStar Financial Services as an operations support specialist in 2025 after being a client since 2016 and transitioned to her current role in 2026. Before CapStar, she balanced her career with raising her two daughters, Rylee Madison Brown and Patsy Ann Dawson.

At CapStar, Lisa manages client outreach, marketing, events, and sponsorships, including educational workshops throughout Central Texas on wealth management and estate planning. She also serves as the firm's liaison with legal and tax professionals. Outside of work, she enjoys reading, concerts, sports, and spending time with her family, including serving as a caregiver.

Keri Swanson

Operations Support Specialist

Keri Swanson

Operations Support Specialist

Keri is committed to delivering exceptional service andfostering strong, lasting relationships with CapStar Financial Services, LLC’sclients. She brings a diverse professional background and a passion forcreating meaningful client experiences to her role.

Keri earned her undergraduate and graduate degrees fromSouthern Methodist University and holds life and health insurance licenses. Herprevious professional experience includes working at UT Southwestern MedicalCenter, St. Edward’s University and, most recently, as an elementary and middleschool teacher in the Lake Travis Independent School District.

Keri is a proud mother to two children, Emma and Tyler. Inher free time, she enjoys making memories with her family and friends,listening to live music, relaxing with a good book while snuggling with herdogs and cats, embarking on cruises, spending time at her family’s ranch andhiking.

Christiane Broadhurst

Operations Support Specialist

Christiane Broadhurst

Operations Support Specialist

Christiane has a very caring nature, as evidenced by her last two professional ventures, which were in nursing and as a ranch hand tending to horses. She now channels her compassion and empathy for others by helping them in their journey to creating their dream retirements. Christiane helps log data for our retirement reports and spreadsheets and works with our clients to update their accounts during life events.

Christiane has a strong servant’s heart. When she’s not filling out paperwork, you’ll see her interacting with clients in the office, offering comfort through caring conversations, refreshments and general assistance in any way she can. Helping others comes naturally to her, and it’s why she is such an asset to the team.

Christiane is a graduate of Texas A&M University with a bachelor’s degree in science and health. She is licensed in life and health insurance.

In her free time, Christiane serves in her church and her community. She also rides horses and enjoys spending time outdoors at the lake.

Cade Castillo

Operations Support Specialist

Cade Castillo

Operations Support Specialist

While working as a barista in college, Cade learned the value of treating people with care and attention and developed a commitment to thoughtful personal service. Today, he enjoys tailoring his approach to each client’s communication style, engaging with their questions and needs while ensuring smooth support. He loves connecting with the diverse cast of clients he serves and listening to their life updates during their time with him.

Cade studied computer science at Texas Tech University. After returning to Austin, he found the tech world wasn’t the right fit and made the move into wealth management, beginning his career as a client associate at a nationwide firm. He is also a Texas notary public.

A resident of Austin, Texas, Cade enjoys spending time with his girlfriend and their two dogs, a cocker spaniel named Dixie and a dachshund named Conrad. Outside the office, he likes to read and go on hikes, and he loves traveling to stay close with his college friends across the country and his parents, who live in Oregon.

Speak With a Financial Advisor

Bring Your Financial Picture Into Focus

You don’t have to navigate retirement planning alone. Request a complimentary, no-pressure conversation about your goals, questions and future today. We’ll help you see what’s possible and chart a clear, confident path to retirement.