Amicus Financial Advisors, LLC

Blake Flint is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Amicus in 2022, he worked at City Bank Wealth Management and City Bank. He also has experience outside finance, having operated Mighty Wash and worked at Texas Tech University. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach that integrates active and passive vehicles, managing portfolios on a discretionary basis with quarterly reviews and rebalancing aligned with individualized Investment Policy Statements.

Joseph Asrat is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding a Series 65 designation with one year of industry experience. He has been with Amicus Financial Advisors since 2024. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive vehicles and manages portfolios on a discretionary basis according to individualized Investment Policy Statements.

Marco Figueroa is a CFP® with five years of industry experience, currently serving at Amicus Financial Advisors, LLC since 2020. His prior experience includes roles at Jackson Hewitt, Northwestern Mutual, and Canopy. He is also licensed as an independent insurance agent. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporations. The firm employs a multi-cap, multi-style investment approach, managing approximately $511 million on a discretionary basis with services that cover retirement, tax, insurance, and estate planning.

Gregory Maxwell is a CFP® with 15 years of industry experience and is affiliated with Amicus Financial Advisors, LLC. He is a partner at Tombs Maxwell, LLP, a law firm specializing in estate planning, tax planning, settlement planning, and special needs lien resolution, and also co-manages Maxwell Law Group LLP, which focuses on personal injury lawsuits. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach that combines active and passive strategies, managing portfolios on a discretionary basis with regular reviews and systematic rebalancing.

Matthew Peck is a financial advisor with Amicus Financial Advisors, LLC in Lubbock, TX, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Amicus since 2010 and is involved in several investment-related businesses focused on real estate investments. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive vehicles, managing approximately $511 million on a discretionary basis.

Nelson Gonzalez is a financial advisor with Amicus Financial Advisors, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked with Amicus since 2011 and also serves as a firefighter and EMT with the Houston Fire Department. Additionally, he operates a business consulting firm, Nelson Gonzalez & Associates LLC. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive vehicles, managing approximately $511 million on a discretionary basis.

Joshua Ortiz is a financial advisor at Amicus Financial Advisors, LLC in Lubbock, TX, holding the ChFC® designation and a Series 65 license. He has five years of experience in the financial industry and has worked at Amicus since 2017. Outside of his advisory role, Ortiz serves as a full-time detective with the Lubbock Police Department, a position he has held since 2004. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing roughly $511 million on a discretionary basis.

Jesús Longoria is a CFP®-certified financial advisor with 22 years of industry experience, currently practicing at Amicus Financial Advisors, LLC since 2005. He also serves as a partner and project manager at Iconic Design Studio, LLC, where he manages interior design, remodeling, and new construction projects. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, blending active and passive vehicles, and manages approximately $511 million on a discretionary basis.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

Bryan Sauceda is a CFP® with seven years of industry experience, currently serving as a financial advisor at Amicus Financial Advisors, LLC since 2019. His prior experience includes roles at Advisers Investment Management, Inc., PFG Advisors, USAA, and Tommy Potts Farmers Insurance. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.

Joseph Digangi is a CFP® with 19 years of experience currently serving as a financial advisor at Amicus Financial Advisors, LLC. His prior roles include work with ELANA Advisory Services, LLC and several affiliated ELANA companies, where he has also been involved in settlement planning and franchising activities. Outside of his advisory work, he is a 90% owner of NextPhase Community, LLC, an online educational platform for injured plaintiffs and their families. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive strategies, managing approximately $511 million on a discretionary basis.

Daniel Maxwell is a Series 65-licensed advisor with Amicus Financial Advisors, LLC and has 11 years of industry experience. He is also a law firm partner at Maxwell Law Group LLP and Tombs Maxwell LLP. Amicus Financial Advisors, LLC offers comprehensive financial planning and investment advisory services to a range of clients including individuals, high-net-worth clients, trusts, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.

Derek Robinett is a CFA® and PFS™ credentialed financial advisor with 12 years of industry experience. He has worked at Amicus Financial Advisors, LLC since 2021 and previously held roles at Cambridge Investment Research Advisors and HD Vest Advisory Services. Outside of his advisory work, he serves as a business administrator and assistant treasurer at Fannin Terrace Baptist Church and offers tax preparation, tax planning, and small business advisory services through his own firm. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and various institutional clients. The firm uses a multi-cap, multi-style investment approach combining active and passive strategies, managing portfolios on a discretionary basis with regular reviews and portfolio rebalancing aligned with individualized Investment Policy Statements.

Nicholas Bodily is a financial advisor at Amicus Financial Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Driven Investments LLC, Utah Valley University, and Mountain America Credit Union. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.

Evan Smith is a CFP® with four years of industry experience, currently serving as a financial advisor at Amicus Financial Advisors, LLC since 2020. Prior to joining Amicus, he worked at PFG Advisors, LLP, West Texas Filters, and United Supermarkets. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm uses a multi-cap, multi-style investment approach that blends active and passive vehicles, managing accounts on a discretionary basis with individualized Investment Policy Statements.