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Evan M

Series 65

Victoria, TX

Sather Financial Group, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Warren U

CFP®

Victoria, TX

Sather Financial Group, Inc.

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.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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David S

CFP®, Series 63, Series 65

Victoria, TX

Sather Financial Group, Inc.

David Sather is a CFP® certificant with 27 years of industry experience. He has been with Sather Financial Group, Inc. since 1999. The firm is a fee-only registered investment adviser that manages approximately $2.26 billion in discretionary assets for individuals, high-net-worth families, retirement plans, collective investment trusts, and charitable organizations. Sather Financial Group employs a value-oriented investment approach influenced by Warren Buffett, using in-house research and a team review process to evaluate opportunities, valuation, risk, and cash-flow needs.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph O

CFP®, Series 66, Series 63

Victoria, TX

Sather Financial Group, Inc.

Joseph Olive is a CFP® professional with 11 years of industry experience. He currently works at Sather Financial Group, Inc. and has prior experience at Edward Jones, Wells Fargo Advisors, and Charles Schwab. 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 follows a value-oriented investment approach influenced by Warren Buffett and uses fundamental, in-house research combined with a team review process.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jonathan Z

CFP®, Series 65

Victoria, TX

Sather Financial Group, Inc.

Jonathan Zahradka is a CFP®-designated financial advisor with Sather Financial Group, Inc. in Victoria, Texas. He has 14 years of industry experience and has been with Sather Financial Group for 15 years. 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 research and a team review process to guide portfolio management and retirement-plan consulting services.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Tammy K

Series 63, Series 66

Victoria, TX

Sather Financial Group, Inc.

Tammy Kimbrough is a financial advisor at Sather Financial Group, Inc. with 24 years of industry experience. She has been with Sather Financial Group for 17 years. Her credentials include Series 63 and Series 66 licenses. 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 follows a value-oriented investment approach influenced by Warren Buffett, using fundamental research and a team review process to evaluate opportunities and risk.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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Dylan S

Series 65

Victoria, TX

Sather Financial Group, Inc.

Dylan Swanson is a Series 65-licensed financial advisor at Sather Financial Group, Inc. with one year of industry experience. Prior to joining Sather Financial Group, he was self-employed for two years. 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 research and team reviews to guide portfolio management, financial planning, and ERISA retirement-plan consulting services.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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William E

Series 65

Victoria, TX

Sather Financial Group, Inc.

William Errett is a Series 65-registered advisor at Sather Financial Group, Inc. in Victoria, Texas, with one year of industry experience. Prior to joining the firm, he was a student for ten years. Outside of his advisory role, he serves as CFO and accountant for Just Add Magic Entertainment, a character entertainment company in north Austin. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $2.26 billion in discretionary assets for individuals, families, retirement plans, collective investment trusts, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, utilizing in-house research and a team review process to evaluate opportunities and risks.

General retirement planning Cash flow / budgeting Wealth management Retirement plans for business owners (SEP, solo 401k)
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