Austin, TX River Place Blvd. Office

Reid Limegrover is a financial advisor at Victory Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Nalco Champion. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that integrates Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct model portfolios emphasizing mutual funds and ETFs.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at PKS Investments and Victory Financial Group since 2024. Outside of finance, Brown is the founder and owner of Bougies Donuts LLC, a donut and coffee shop, where he manages finances and business planning. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations with financial planning, investment management, and ERISA plan services. The firm uses an asset-allocation approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to tailor portfolios across risk profiles.

Justin Smith is a financial advisor with Victory Financial in Austin, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Equitable Advisors for eight years and Axa Advisors, LLC for three years. Since 2016, he has also been involved with Scale Up aka Smith & Krause, LLC. Victory Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation approach incorporating Modern Portfolio Theory and various analyses to construct tailored portfolios using mutual funds and ETFs.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 credentials and one year of industry experience. His prior work includes roles at Raydia Food Group, FedEx, and the University of Arkansas. Victory Financial Group serves a wide range of clients including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach based on Modern Portfolio Theory and incorporates fundamental, cyclical, and behavioral analysis to create diversified model portfolios.

Juan Soza Jr. is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations, offering financial planning, wealth management, and ERISA plan services with an asset-allocation driven investment approach.

Christopher Kilmer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Victory Financial Group, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, SII Investments Inc., and Retirement Counselors Inc. Kilmer also serves as a notary in Dripping Springs, Texas. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching.

Colton Larue is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Victory Financial. His prior roles include positions with Nace LaRue Wealth Team, Southwestern Investment Advisory Services, Raymond James Financial Services, and Axa Advisors. Outside of his advisory work, he is an officer and insurance agent with Financial Independence Group. Victory Financial Group serves a diverse client base including individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach combining Modern Portfolio Theory with fundamental and behavioral analysis to create tailored model portfolios utilizing mutual funds and ETFs.

Phillip Flores is a financial advisor at Victory Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Purshe Kaplan Sterling Investments. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to support client decision-making.

Paul Schappert is a financial advisor at Victory Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Victory Financial Group in 2023, he worked at Equitable Advisors for 13 years and AXA Advisors for 10 years. Victory Financial Group serves a broad mix of individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven investment approach, combining Modern Portfolio Theory with fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored by adviser teams.

Kyle Wardlaw is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Lion Street Advisors and Lion Street Financial from 2014 to 2023, and at Purshe Kaplan Sterling Investments since 2023. Outside of advising, he serves as President and Chief Compliance Officer of Victory Financial Group, LLC, and also holds leadership roles in insurance agencies providing personal and commercial coverage. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, emphasizing long-term strategic allocation with tactical rebalancing and behavioral coaching.

Jeffrey Davidson is a financial advisor at Victory Financial Group with 24 years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, Purshe Kaplan Sterling Investments, and PKS Advisory Services. Outside of advising, he co-owns a fitness company, Camp Gladiator, and serves on the board of a nonprofit Christian sports camp affiliated with the company. Victory Financial Group serves a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach that incorporates Modern Portfolio Theory and fundamental analysis to build diversified portfolios managed by adviser teams.

Hayden Jacobs is a financial advisor at Victory Financial with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Victory Ventures, Oregon Mutual Insurance, Directors Mortgage, and Genpact. Victory Financial Group serves a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm uses an asset-allocation driven approach based on Modern Portfolio Theory and combines fundamental, cyclical, and behavioral analysis to construct diversified model portfolios tailored through adviser teams.

Cade McDonald is a financial advisor at Victory Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, LLC and AXA-Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios supported by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.