
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

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

Warren Udd is a CERTIFIEDFINANCIAL PLANNER®, President of the Sather Financial Group. In his capacity, Warren, is part of our research and portfolio management and financial

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

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

Joe is a is a CERTIFIED FINANCIAL PLANNER® for Sather Financial Group and holds a FINRA Series 7, 63, & 66 licenses and a Group 1 Insurance

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

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

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

William Errett is a Research Analyst for Sather Financial Group Inc. and holds the FINRA Series 65 license. He joined Sather Financial full-time in February 2025
