Mountain Goat Wealth Management LLC

Robert Goodman is a financial advisor at Mountain Goat Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked for Goldman Sachs & Co. for 18 years. In addition to his advisory role, he is involved in insurance sales and service through Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, typically not targeting high-net-worth households. The firm serves a small client base and may use third-party sub-advisors, constructing portfolios based on client goals, risk tolerances, and incorporating various strategies including derivatives when appropriate.

Michael Goodman is a financial advisor with Mountain Goat Wealth Management LLC in Conroe, TX, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he worked in environmental consulting at Environmental Resources Management and currently serves as general manager of Guardian Plug & Abandonment, an oil and gas company. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm constructs portfolios based on client goals and risk tolerances and may use third-party sub-advisors to manage accounts.

Cade Hyde is a financial advisor at Mountain Goat Wealth Management LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he was employed at Banqu and is currently involved with The Church of Jesus Christ of Latter-day Saints as a US Southwest Area Planning Analyst. He also works part-time as an insurance agent with Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm uses a variety of investment strategies and may utilize third-party sub-advisors to manage client accounts.