Sather Financial
 
 

Contact Us

Sather Financial Group

120 E Constitution St
Victoria, TX 77901

(361) 570-1800



 

Staff Overview and Contact Information

Dave Sather

brndave 0716

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Dave Sather is a CERTIFIED FINANCIAL PLANNER™, Accredited Fiduciary Investment Manager™ and President and founder of the Sather Financial Group, Inc. Dave was raised in El Paso, received his B.A. in Business Management from Texas Lutheran University and M.B.A. from Texas A&M University. Furthermore, he holds the NASD Series 65 license and a Group 1 Insurance license. He has spent the past twenty five years in the financial analysis, investment and banking industries. He is responsible for coordinating portfolio management as well as financial and strategic planning for clients. This strategic planning includes traditional fee-only investment management, as well as estate, retirement, taxation and risk management planning. In addition to his work with Sather Financial, Dave is a Director of Business Bank Of Texas. He developed and leads the Bulldog Investment Company internship at Texas Lutheran University (www.BulldogInvestmentCo.com) and is a member of the schools Executive Advisory Council and the Board of Regents. He and his wife, Carol, live in Victoria, Texas.

Warren Udd

UddWheadshotpicturesm

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Warren Udd is a CERTIFIED FINANCIAL PLANNER™, Vice President of the Sather Financial Group. In his capacity, Warren, is part of our research and portfolio management and financial planning team. Additionally, he is in charge of our operations and technology systems. Warren is the second oldest of four children, all of whom were raised in Mutare, Zimbabwe. Warren’s parents are missionaries in Mutare. After leaving Zimbabwe, Warren earned his Bachelor of Science degree in Business Administration at Southern Nazarene University in Bethany, Oklahoma. While in Oklahoma, he met Kristina Harden, a Victoria native. Today, Warren and Kristina are married and have two daughters, Sara and Katie. Warren is a graduate of the College For Financial Planning Professional Education Program and holds the CERTIFIED FINANCIAL PLANNER™ designation, NASD Series 65 license and a Group 1 Insurance license. He is also a member of the Victoria Area Estate Planning Council and Leadership Victoria.

Jon Zahradka

copy3ofjon

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Jon Zahradka is a CERTIFIED FINANCIAL PLANNER™. Jon was raised in Schertz, Texas and received his Bachelor’s degree in Business Administration, along with a Bachelor of Science degree in Accounting, from Texas Lutheran University. Jon currently lives in Schertz with his wife Kayla.

Cyndee Miller

Cyndee3

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Cyndee Miller is the office manager for the Sather Financial Group Inc. Cyndee graduated from Calallen High School in Corpus Christi, Texas and is working towards her Bachelor of Arts degree. She is also studying for her Registered Para Planner designation through the College For Financial Planning. Cyndee brings more than fifteen years of experience to Sather Financial Group Inc. from the banking, investment and insurance industries. She and her husband, Bart, have one daughter, Hailey.

Tammy Kimbrough

tammy

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Tammy is a Registered ParaplannerSM and has over 19 years of experience in the wealth management business. In addition to her client services duties, Tammy also is licensed to assist with trading and portfolio management responsibilities. Tammy is married to Clent and they have 3 children, Autumn, Morgan and Garrett.

Nate Raschke

nate1

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Nate Raschke is a Registered ParaplannerSM and Financial Analyst, and is a part of the SFG investment research and portfolio management team. In 2009, Nate graduated from Cedar Park High School in Austin, TX. From there, he attended Texas Lutheran University, where he received his Bachelor of Business Administration with a double major in Finance and Marketing, graduating Cum Laude in May 2013. Nate joined Sather Financial Group in June 2013 after having interned with the firm for two years prior to that. He now holds the Registered ParaplannerSM designation from the College for Financial Planning as well as the FINRA Series 65 license. Today, Nate lives and works in Seguin, where is involved with Rotary Club, the Chamber of Commerce, and Spirit of Joy Lutheran Church.

Jacob Thomas

JacobThomas

Jacob is a Registered ParaplannerSM and joined Sather Financial in January of 2014. He was raised in Kentucky and received degrees in Accounting and Spanish from the University of Kentucky. He also holds a law degree from Northern Kentucky University. Jacob holds the FINRA Series 65 license and is a Registered Para-Planner. Jacob works as a financial analyst and lives in Victoria, Texas with wife, Evelyn, and two children.