A Wealth Advisor at HAPPY INVESTMENT SERVICES offers ongoing knowledge and guidance through a trusted lifetime relationship.
Wealth Management Team
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Brad Griffin
Senior Vice President
Wealth Management Director
(806) 349-9916
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Sandi Brandt
Wealth Management Officer
Wealth Manager Assistant
(806) 349-9917
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Fowler Team
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Dan Fowler
Investment Officer
Wealth Advisor
(806) 660-0513
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Ally Miller
Wealth Management
Office Assistant
(806) 349-9975
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Branches Covered: Pampa, Canadian, Higgins, Panhandle, Borger,
and Shamrock
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Burnett Team
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Jon Burnett
Senior Vice President
Wealth Advisor
(806) 356-3011
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Ryan Houk
Wealth Advisor Assistant
(806) 356-3066
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Branches Covered: Amarillo, Canyon, Happy, Dalhart, Dumas, Stratford,
Sunray, and Texline
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Carlile Team
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Chad Carlile - CRC
Vice President
Wealth Advisor
(806) 798-4820
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Cyan Batchelor
Wealth Management Officer
Wealth Advisor Assistant
(806) 798-4821
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Branches Covered: Lubbock, Plainview, Floydada, Lockney, Olton,
Silverton, and Hereford
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Bertsch Team
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John Bertsch
Vice President
Wealth Advisor
(806) 293-6900
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Denise Smith
Wealth Management
Office Assistant
(806) 293-6900
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Located at: 3110 Olton Rd, Suite 205, Plainview, TX 79072
Branches Covered: Plainview, Floydada, Lockney, Olton, and Silverton
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Your Wealth Advisor at HAPPY INVESTMENT SERVICES will take the time to get to know you and help you identify meaningful goals that reflect your values. To work with you hands-on to develop a financial plan you’re comfortable with. And then to follow through – making adjustments along the way to ensure that your plan keeps pace with life’s inevitable changes: relocation, job status, a changing family, unexpected events, or evolving priorities.
Remember, we're not just a toll-free number, but your local hometown financial coach who will work with you face-to-face in a long-term trusted relationship. Nothing would make us more HAPPY than to serve your lifetime financial dreams.