Top business ownership considerations financial advisors in Hereford, TX

Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously spent three years with Davidson Oil Company, where he continues to serve as a part-time project consultant. Outside of finance, he has also worked seasonally in retail customer service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

Julian Castro is an advisor at Ironwood Investment Group LLC with Series 65 and Series 66 credentials. He has one year of industry experience and also works as an assistant manager at Walmart in Hereford, TX. Prior to his advisory role, he was employed at Amigos and has been a full-time student since 2015. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical approaches and investment strategies, including long-term holdings and option writing, and currently reports no assets under management.

Donald Pittman Jr. is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and operated his own CPA practice for one year. Outside of advising, Pittman serves as Agent of Record for a friend’s ranch and is involved in executive decisions for a family real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Larry Lee is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and operates his own firm, Lee Financial Group. Outside of advisory work, he is involved in grassland management through Triple Lee Enterprises LLC. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, corporate, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers with flexible program structures.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.