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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 CERTIFIED FINANCIAL PLANNER™, President of the Sather Financial Group. In his capacity, Warren, is part of our research and portfolio management
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 Financial Advisor for Sather Financial Group and holds a FINRA Series 7, 63, & 66 licenses and a Group 1 Insurance license.
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. He joined Sather Financial full-time in February 2025 after interning with the firm for