Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Nathan began his college journey running Division 1 track at Oral Roberts University. He later transferred back home to West Texas A&M University, where he is currently pursuing a degree in finance. Nathan enjoys family time, playing golf, being outdoors, and spending time with his girlfriend.
Currently attending West Texas A&M University pursuing his bachelor's degree in finance.
Worked a full-time summer internship with us in 2025 prior to joining our team.
Pete moved to Amarillo, TX from Macon, Georgia to join our team. He is a very devoted Georgia Bulldawg fan. In his spare time, he enjoys watching sports and movies with family and friends.
BS, Family and Consumer Sciences, The University of Georgia
Zac is an avid bass fisherman and tournament angler. He moved to Amarillo, TX from Charleston, South Carolina to join our team. Zac and his wife Abby enjoy traveling and spending time with their family.
BS, Business Administration, Kansas State University
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