Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Blake F

Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Blake Flint is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Amicus in 2022, he worked at City Bank Wealth Management and City Bank. He also has experience outside finance, having operated Mighty Wash and worked at Texas Tech University. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive vehicles, managing portfolios on a discretionary basis with quarterly reviews and rebalancing aligned with individualized Investment Policy Statements.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Joseph A

Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Joseph Asrat is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding a Series 65 designation and two years of industry experience. He has worked at Amicus Financial Advisors since 2024. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance and settlement planning, and investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Matthew P

Series 63, Series 66

Lubbock, TX

Amicus Financial Advisors, LLC

Matthew Peck is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Amicus since 2010 and is involved in several investment-related businesses focused on real estate investments. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive vehicles, managing approximately $511 million on a discretionary basis.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Joshua O

ChFC®, Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Joshua Ortiz is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding the ChFC® designation and a Series 65 license with six years of industry experience. Prior to his financial advisory career, he served as a detective with the Lubbock Police Department for 22 years and currently works with the Texas Health and Human Services. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporations, employing a multi-cap, multi-style investment approach that combines active and passive management tools tailored to each client’s Investment Policy Statement.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Bryan S

CFP®

Lubbock, TX

Amicus Financial Advisors, LLC

Bryan Sauceda is a CFP® professional with seven years of industry experience, currently serving at Amicus Financial Advisors, LLC since 2019. He previously worked at Advisers Investment Management, Inc. and PFG Advisors and spent a year in full-time education prior to his advisory career. Amicus Financial Advisors, LLC offers comprehensive financial planning and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Evan S

CFP®, Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Evan Smith is a CFP® with four years of industry experience, currently serving as a financial advisor at Amicus Financial Advisors, LLC since 2020. Prior to joining Amicus, he worked at PFG Advisors, LLP, West Texas Filters, and United Supermarkets. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a multi-cap, multi-style investment approach that blends active and passive vehicles, managing accounts on a discretionary basis with individualized Investment Policy Statements.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Aaron B

CFP®, Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Aaron Bly is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX. He has one year of industry experience and has previously worked at J Ferg Pros and PFG Advisors. Outside of finance, he has experience with 4ore! Golf, where he worked for four years. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $511 million on a discretionary basis and employs a multi-cap, multi-style investment approach combining active and passive vehicles tailored to each client's Investment Policy Statement.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

Brit I

Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

Brit Inman Swanson is a financial advisor at Amicus Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Amicus in its various forms since 2007. Outside of her advisory role, Swanson is a lawyer and also serves as a partner in a cotton farming operation and as Vice President of a Texas-based corporation focused on agricultural business. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with a blend of active and passive vehicles tailored through individualized Investment Policy Statements.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

George A

CFP®, Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

George Allen is a CFP® and holds a Series 65 license, currently serving at Amicus Financial Advisors, LLC with one year of industry experience. His prior roles include positions at Evensky & Katz / Foldes Wealth Management, SFMG Wealth Advisors, Buckingham Strategic Wealth, and Redwood Wealth Development Group. He also worked at Texas Tech University for three years before entering the advisory field. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, non-legal trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis to guide portfolio allocations and rebalancing.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
user avatar
firm logo

David T

CFP®, CFA®, Series 65

Lubbock, TX

Amicus Financial Advisors, LLC

David Tombs is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with Amicus Financial Advisors, LLC since 2015. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive vehicles and manages portfolios based on individualized Investment Policy Statements.

General retirement planning Life insurance needs analysis Long-term care insurance General tax planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")