Happy Investments - Happy State Bank

Meet the Team

Whether you are concerned with college savings for your new baby or planning for retirement, a Wealth Advisor can help you pursue your financial goals for every phase of your life. Happy Investment Services is available to all bank customers. You can enjoy the convenience of conducting your banking, investments and insurance activities in one location.

We want to develop long lasting relationships with you – our customer through Happy Investment Services. We understand you have many options. By utilizing Happy Investment Services we can offer you all of them right here at Happy State Bank with the people you trust. We can offer access to various products for your funds without leaving the bank. Come by and visit to find out what financial opportunities we have available for you.

Give us a call.  We look forward to meeting with you, listening to your needs and goals, and having an informed conversation with you about how we can help assist you in making financial decisions that are right for your investment needs. Find the Wealth Advisor near you.

Wealth Management Team
Beverly Gaines
Beverly Gaines
Senior Vice President
Wealth Management Director
(806) 349-9916
Sandi Brandt
Sandi Brandt
Wealth Management Officer
Wealth Manager Assistant
(806) 349-9917
Mirielle Hefley
Mireille Hefley
Wealth Management
Office Assistant
(806) 349-9975
Brown-Fowler Team
Greg Brown
Greg Brown
Senior Vice President
Wealth Advisor
(806) 660-0511
Dan Fowler
Dan Fowler
Associate Wealth Advisor
(806) 660- 0513
Branches Covered: Pampa, Canadian, Higgins, Panhandle, Borger, and Shamrock
Burnett Team
Jon Burnett
Jon Burnett
Senior Vice President
Wealth Advisor
(806) 356-3011
Ryan Houk
Ryan Houk
Wealth Advisor Assistant
(806) 356-3066
Branches Covered: Soncy, Amarillo Downtown, Express Bank, Bell, Coulter, Georgia, Tascosa, Teckla, Western, Canyon, Happy, Dalhart, Dumas, Stratford, Sunray and Texline
Carlile Team
Chad Carlile
Chad Carlile
Vice President
Wealth Advisor
(806) 798-4820
Cyan Batchelor
Cyan Batchelor
Wealth Management Officer
Wealth Advisor Assistant
(806) 798-4821
Branches Covered: Lubbock, Plainview, Floydada, Lockney, Olton, Silverton, Hereford, Abilene, and DFW Region

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.

Happy State Bank and Happy Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, DC, FL, GA, IA, KS, MA, MO, NC, NM, NV, OK, PA, TX, and VA

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by Any Federal Government Agency