Meet Our Team

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

Wealth Management Team
Sandi Brandt Assistant Vice President Wealth Manager Assistant (806) 349-9917
Fowler Team
Dan Fowler Investment Officer Wealth Advisor (806) 660-0513	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 Senior Vice President Wealth Advisor (806) 356-3011	Ryan Houk Wealth Advisor Assistant (806) 356-3066
Areas Covered: Amarillo, Canyon, Happy, Dalhart, Dumas, Stratford, Sunray, and Texline
Carlile Team
Chad Carlile, CRC Vice President Wealth Advisor (806) 798-4820	Cyan Batchelor Wealth Management Officer Wealth Advisor Assistant (806) 798-4821
Areas Covered: Lubbock, Abilene, DFW Market, Floydada, Hereford, Lockney, Olton, Plainview, Silverton, Austin, Boerne, Fredericksburg, Hart, Kerville, New Braunfels, Post, Slaton and Tulia
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:

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