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.

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.

Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Gregory Maxwell is a CFP® with 15 years of industry experience and is affiliated with Amicus Financial Advisors, LLC. He has held partner roles at multiple law firms, including Maxwell Law Group LLP and Amicus Law Firm LLP, focusing on estate planning, tax planning, settlement planning, special needs lien resolution, probate, and personal injury lawsuits. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment advisory to individuals, trusts, charitable organizations, pension plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive management, supported by tools such as Monte Carlo analysis and mean-variance optimization.

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.

Nelson Gonzalez is a financial advisor with Amicus Financial Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked with Amicus since 2011 and also serves as a firefighter and EMT with the Houston Fire Department. Additionally, he operates a business consulting firm, Nelson Gonzalez & Associates LLC. 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 combining active and passive vehicles, managing approximately $511 million on a discretionary basis.

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.

Jesús Longoria is a CFP® with 23 years of experience in the financial industry, currently serving at Amicus Financial Advisors, LLC since 2005. He is also a partner and project manager at Iconic Design Studio, LLC, where he manages interior design and remodeling projects. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to a wide range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive strategies and offers various affiliated services, including settlement planning and trust company referrals.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. 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, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

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.

Joseph Digangi Jr. is a CFP® with 20 years of industry experience, currently serving at Amicus Financial Advisors, LLC. His prior work includes roles at ELANA Advisory Services, LLC, among other financial and settlement planning entities. He is also the majority owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors offers comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach blending active and passive strategies tailored to each client’s needs.

Daniel Maxwell is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Amicus Financial Advisors, LLC in Lehi, Utah. He is also a law firm partner at Maxwell Law Group LLP and Tombs Maxwell LLP. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive vehicles, supported by quantitative tools to set asset allocations and guide portfolio rebalancing.

Derek Robinett is a CFA® and PFS™ credentialed financial advisor with 12 years of industry experience. He is currently with Amicus Financial Advisors, LLC, where he has worked since 2018 including its affiliated entities. Robinett also provides tax preparation, tax planning, and small business advisory services through his own PLLC and serves as Business Administrator and Assistant Treasurer at Fannin Terrace Baptist Church. Amicus Financial Advisors serves individuals, trusts, charitable organizations, and institutional clients by offering comprehensive financial planning, investment advisory, and specialized services such as trust and settlement planning. The firm employs a multi-cap, multi-style, multi-manager investment approach, blending active and passive strategies, and is notable for its affiliated businesses and referral arrangements extending beyond typical advisory services.

Nicholas Bodily is a financial advisor at Amicus Financial Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Driven Investments LLC, Utah Valley University, and Mountain America Credit Union. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.

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.