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The Value of a Personal Investor

The Value of a Personal Investor Video

A Wealth Advisor at HAPPY INVESTMENT SERVICES offers ongoing knowledge and guidance through a trusted lifetime relationship.

 
     Wealth Management Team

   
 Brad Griffin

Brad Griffin

Senior Vice President
Wealth Management Director 
(806) 349-9916

Sandi Brandt

Sandi Brandt
Wealth Management Officer
Wealth Manager Assistant
(806) 349-9917

 
     Fowler Team


   
Dan Fowler

Dan Fowler
Investment Officer
Wealth Advisor
(806) 660-0513

Ally Miller

 Ally Greenwood
Wealth Management
Office Assistant
(806) 349-9975

Areas Covered: Pampa, Borger, Canadian, Higgins, Mobeetie, Panhandle, 
Shamrock, Wheeler, and White Deer


     Burnett Team


   
Jon Burnett

Jon Burnett
Senior Vice President
Wealth Advisor
(806) 356-3011

Ryan Houk

Ryan Houk
Wealth Advisor Assistant
(806) 356-3066


Areas Covered: Amarillo, Canyon, Happy, Dalhart, Dumas, Stratford,
Sunray, and Texline

 
    Carlile Team


   
Chad Carlile - CRC

Chad Carlile, CRC
Vice President
Wealth Advisor
(806) 798-4820

Cyan Batchelor

Cyan Batchelor
Wealth Management Officer
Wealth Advisor Assistant
(806) 798-4821

Areas Covered: Lubbock, Abilene, DFW Market, Floydada, Hereford,
Lockney, Olton, Plainview, and Silverton

 
    Bertsch Team

   


John Bertsch, CFP®
Vice President
Wealth Advisor 
(806) 293-6900



 Denise Smith
Wealth Management
Office Assistant
(806) 293-6900
         
Areas Covered: Plainview, Matador, Memphis and Turkey
 

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.

 


 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by
FDIC or Any Other
Government Agency
Not Bank
Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, IA, IN, KS, MD, MS, NC, ND, NM, OK, OR, TX, UT, WI