Briaud Financial Advisors

Sachin Sawant is a CFP® professional at Briaud Financial Advisors in College Station, TX, with two years of industry experience. He previously worked at Fidelity Investments for ten years from 2014 to 2024. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for about 276 clients, offering fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles. The firm employs a macro-economic framework supported by technical analysis and option strategies, and it manages both liquid and less liquid assets through a variety of pooled vehicles and valuation practices.

Matthew Mc Kay is a CFP® professional with six years of experience in financial advising. He has been with Briaud Financial Advisors in College Station, TX, since 2017. Prior to that, he worked at the University of North Carolina at Greensboro from 2013 to 2017. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for individuals, trusts, and pooled investment vehicles. The firm uses a macro-economic framework combined with technical analysis and option strategies, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Andrea Billquist is a CFP® professional with nine years of industry experience. She has worked at Briaud Financial Advisors since 2023 and previously spent six to seven years at Charles Schwab Bank, SSB and Charles Schwab & Co. Inc. She holds a Series 66 license and is based in College Station, TX. Briaud Financial Advisors serves individual clients and trusts, including high-net-worth individuals, offering investment supervisory services and comprehensive financial planning. The firm’s investment approach combines a macroeconomic framework with technical analysis and utilizes a variety of strategies and instruments tailored to client objectives and tax considerations.

Natalie Pine is a CFP® professional with 16 years of industry experience, currently serving at Briaud Financial Advisors since 2007. She is based in College Station, TX, and is part of a six-advisor team. Briaud Financial Advisors provides investment supervisory services and comprehensive financial planning to individual and high-net-worth clients, as well as trusts. The firm employs a macroeconomic framework combined with technical analysis and uses a range of investment strategies and instruments tailored to client objectives and tax considerations.

Michelle Holmes is a CFP® and CFA® with three years of industry experience. She has worked at Briaud Financial Advisors since 2022 and previously spent 24 years at Security National Bank. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for around 276 clients. The firm offers fee-only investment advisory and financial planning services to individuals, trusts, and pooled investment vehicles, using a macro-economic framework combined with technical analysis and option strategies.

Janet Briaud is a CFP® professional with 34 years of experience in financial planning and investment advisory. She has been with Briaud Financial Planning Inc since 1987 and serves on the board of directors for American Momentum Bank. Briaud Financial Advisors is a five-advisor team managing approximately $775 million for individuals, trusts, and pooled investment vehicles. The firm offers fee-only advisory and financial planning services, applying a macro-economic framework combined with technical analysis and option strategies, and manages both liquid and less liquid assets through various investment vehicles.