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Kate P
Series 65
Amarillo, TX
ASK Capital Investment Managers
Kate Pacheco is a financial advisor at ASK Capital Investment Managers in Amarillo, TX, holding a Series 65 designation with two years of industry experience. Prior to joining ASK Capital, she worked for the Amarillo Independent School District for 14 years. Outside of her advisory role, she is vice president of HAAS Enterprises, a restaurant business. ASK Capital Investment Managers serves individual and high net worth clients, offering discretionary portfolio management through its ASK Wrap Fee Program. The firm manages approximately $110.4 million in discretionary assets and does not require a minimum account balance.
Walter M
CFP®, Series 63
Amarillo, TX
ASK Capital Investment Managers
Walter Mcneer is a CFP® professional with 26 years of experience in the financial industry. He is currently with ASK Capital Investment Managers, where he has worked since 2017, and has prior experience with Spring Capital Management, Purshe Kaplan Sterling Investments, and Argentus Advisors. Outside of his advisory role, Mcneer owns and operates ASK Farm, LLC, an agricultural business. ASK Capital Investment Managers serves individual and high net worth clients through its ASK Wrap Fee Program, offering discretionary portfolio management without a minimum account balance. The firm acts as an ERISA fiduciary and maintains regular client account reviews, distinguishing itself by sponsoring its own wrap fee program.
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