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Happy Investment Services

Meet the Team

Wealth Management Team

Matthew Clark

  • Senior Vice President
  • Wealth Management Director
  • Dallas/Fort Worth
972-407-4951

Sandi Brandt

  • Assistant Vice President
  • Wealth Manager Assistant
  • Amarillo
806-349-9917

Bertsch Team

Serving Plainview, Matador, Memphis and Turkey

John Bertsch, CFP®

  • Vice President
  • Wealth Advisor
  • Plainview
806-293-6900

Denise Smith

  • Wealth Management
  • Office Assistant
  • Plainview
806-293-6900

Burnett Team

Serving Amarillo, Canyon, Happy, Dalhart, Dumas, Stratford, Sunray, and Texline

Jon Burnett

  • Senior Vice President
  • Wealth Advisor
  • Amarillo
806-356-3011

Ryan Houk

  • Wealth Advisor Assistant
  • Amarillo
806-356-3066

Carlile Team

Serving Lubbock, Abilene, DFW Market, Floydada, Hereford, Lockney, Olton, Plainview, Silverton, Austin, Boerne, Fredericksburg, Hart, Kerrville, New Braunfels, Post, Slaton and Tulia

Chad Carlile, CRC

  • Vice President
  • Wealth Advisor
  • Lubbock
806-798-4820

Cyan Batchelor

  • Wealth Management Officer
  • Wealth Advisor Assistant
  • Lubbock
806-798-4821

Fowler Team

Serving Pampa, Borger, Canadian, Higgins, Mobeetie, Panhandle, Shamrock, Wheeler and White Deer

Dan Fowler

  • Investment Officer
  • Wealth Advisor
  • Pampa
806-660-0513

Ally Greenwood

  • Wealth Management
  • Office Assistant
  • Amarillo
806-349-9975

Murphy Team

Serving Amarillo-Downtown and Amarillo-Georgia

Jess Murphy, CFP®

  • Vice President
  • Wealth Advisor
  • Amarillo
806-342-2482

Nathan Murphy, CFP®

  • Vice President
  • Wealth Advisor
  • Amarillo
806-342-2483
Susie Burkhart

Susie Burkhart

  • Wealth Management
  • Office Assistant
  • Amarillo
580-338-6261
Teresa Wester

Teresa Wester

  • Wealth Management
  • Office Assistant
  • Amarillo
806-342-2485

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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, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI