logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
logologo
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education
  • Home
  • About Us
    • Staff Overview
    • Advisory Services and Fees
    • ADV, ADV Part 2 & Form CRS
    • Privacy
  • Investing Principles
  • Resources
    • Financial Planning Documents
  • Media
    • commentaries
    • Published Articles
    • Videos
    • Press Releases
  • Contacts
  • Philanthropy and Education

Staff Overview and Contact Information

Dave Sather

Dave Sather is a CERTIFIED FINANCIAL PLANNER™, Accredited Fiduciary Investment Manager™, CEO and founder of the Sather Financial Group, Inc. Dave was raised in El

Read More »

Warren Udd

Warren Udd is a CERTIFIED FINANCIAL PLANNER™, President of the Sather Financial Group. In his capacity, Warren, is part of our research and portfolio management

Read More »

Jon Zahradka

Jon is Vice President of Sather Financial Group a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant, and holds the Group 1 Life & Health Insurance

Read More »

Tammy Kimbrough

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

Read More »

Joseph Olive

Joe is a Financial Advisor for Sather Financial Group and holds a FINRA Series 7, 63, & 66 licenses and a Group 1 Insurance license.

Read More »

Caleb Bronnenberg

Caleb Bronnenberg is a Research Analyst and holds the FINRA Series 65 license. He joined Sather Financial full-time in February 2021. Prior to joining Sather

Read More »

Evan Martinez

Evan Martinez is a Research Analyst and holds the FINRA Series 65 license. He joined Sather Financial full-time in January 2023. Prior to joining Sather

Read More »

Dylan Swanson

Dylan Swanson is a Research Analyst and holds the FINRA Series 65 license. He joined Sather Financial full-time in July 2024 after nearly two years

Read More »

William Errett

William Errett is a Research Analyst for Sather Financial Group Inc. He joined Sather Financial full-time in February 2025 after interning with the firm for

Read More »
Book an Appointment Today

The Sather Financial Group Inc. is a “fee-only” financial planning and investment management firm responsible for overseeing more than $1 billion in client assets.

Quick Links

  • Home
  • ADV, ADV Part 2 & Form CRS
  • Privacy
  • Contacts

Insights

  • Commentaries
  • Financial Planning Documents
  • Press Releases
  • Published Articles
  • Videos

Contacts

Dave@SatherFinancial.com

Phone: (361) 570-1800

120 E Constitution St
Victoria, TX 77901