Mark Lee Westerman

Adam Baucom is a CFP® professional with three years of industry experience, currently operating Baucom Wealth Management LLC in Victoria, TX. He also serves as president of Baucom & Associates, PLLC, a tax and accounting firm unrelated to investment advisory services, where he dedicates about half of his working time. Baucom’s prior experience includes roles at Avantax Advisory Services and Keller & Associates CPAs, PLLC, among others. Baucom Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm employs Modern Portfolio Theory and fundamental analysis to build diversified, primarily long-term portfolios, and maintains a relationship with an affiliated accounting practice under common ownership.

Brian Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, Texas, holding a Series 65 designation with seven years of industry experience. He has been with Yendrey Wealth Management since 2017 and previously worked at Kawasaki of Victoria from 2012 to 2023. Yendrey Wealth Management is a co-owned registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios tailored to client objectives and offers financial planning and consulting services, employing both fundamental and technical analysis across various investment strategies.

Brandon Yendrey is a financial advisor at Yendrey Wealth Management LLC in Victoria, TX, holding Series 65 and Series 66 licenses with eight years of industry experience. He has been with Yendrey Wealth Management since 2014 and also worked at Formosa through 2023. Yendrey Wealth Management serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management alongside financial planning and consulting, tailoring investment programs to each client’s objectives, time horizon, and risk tolerance.

Evan Martinez is a financial advisor at Sather Financial Group, Inc. in Victoria, TX, with three years of industry experience. He holds a Series 65 designation and previously worked as a self-employed professional and in the food service industry. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm uses a value-oriented investment approach influenced by Warren Buffett, employing fundamental research and a team review process to evaluate opportunities, risks, and cash flow needs.

Hannah Gohmert is a CERTIFIED FINANCIAL PLANNER® professional with 10 years of industry experience, currently serving as an advisor at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses and is based in Victoria, Texas. Keller Wealth Advisors is a fee-only, SEC-registered wealth management firm that serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation strategy incorporating both passive and active investment vehicles, with integrated tax and planning support from affiliated CPA principals.

Warren Udd is a CFP® professional with 21 years of industry experience. He has been with Sather Financial Group, Inc. since 2002. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, using fundamental, in-house research and a team review process to guide portfolio management and financial planning.