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Mark G

Series 65

Lubbock, TX

The Viable Group, Inc.

Mark Groom is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with The Viable Group, Inc. and has prior experience at M&M Wealth Management LLC dba Lonestar Wealth Management, Lonestar Registered Investment Advisors, LLC, and his own firm, Groom Financial Services. In addition to advisory work, he is an insurance agent involved in insurance sales. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, offering services including cash-flow and tax planning, retirement and estate planning, and ongoing portfolio management based on fundamental, technical, and cyclical analysis.

General retirement planning General tax planning Cash flow / budgeting
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Timothy B

Series 63, Series 65

San Antonio, TX

The Viable Group, Inc.

Timothy Brown is a financial advisor with The Viable Group, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with The Viable Group since 2007 and also has involvement in Viable Strategies, Inc., where he acts as an insurance agent for fixed annuities, life insurance, and long-term care. The Viable Group, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations, serving both non-high-net-worth and high-net-worth clients. The firm’s investment approach includes fundamental, technical, and cyclical analysis with ongoing portfolio review.

General retirement planning General tax planning Cash flow / budgeting
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Daniel W

Series 65

Lubbock, TX

The Viable Group, Inc.

Daniel Wheeler is a financial advisor at The Viable Group, Inc. in Lubbock, TX, holding a Series 65 credential with one year of industry experience. Prior to joining The Viable Group, he was affiliated with JRBT and has also been involved with Lonestar Registered Investment Advisors, LLC and Lonestar Wealth Management, where he provides insurance services as an agent. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm manages portfolios based on written investment agreements and policy statements, employing a combination of fundamental, technical, and cyclical analysis.

General retirement planning General tax planning Cash flow / budgeting
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Levi B

Series 63, Series 65

Lubbock, TX

The Viable Group, Inc.

Levi Blackmon is a financial advisor at The Viable Group, Inc. in Lubbock, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at New York Life Insurance Co and NYLIFE Securities LLC. He is also active with Lonestar Wealth Management as an insurance agent. The Viable Group, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm serves a broad client base and employs a disciplined investment process guided by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning Cash flow / budgeting
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