Richard P. Slaughter Associates, Inc.

Christopher Snyder is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX since 2021. His prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2014 to 2021. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporations. The firm offers comprehensive wealth management and financial planning services, tailoring portfolios to client risk tolerance and time horizon through various investment strategies developed by an internal investment committee.

Jana Hovey is a CFP® professional with 14 years of industry experience, currently serving at Richard P. Slaughter Associates, Inc. in Austin, TX. She has been with the firm since 2001. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers wealth management through discretionary and nondiscretionary accounts, active asset management, and comprehensive financial planning, tailoring portfolios to clients’ risk tolerance and time horizon.

Colin Higgins is a financial advisor with Richard P. Slaughter Associates, Inc. in Austin, TX. He holds the CFP® designation and Series 65 license and has been with the firm since 2023. Prior to joining the advisory industry, his background includes roles in education and service industries, including Kansas State University and Chick-fil-A. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides wealth management, active asset management, and comprehensive financial planning, tailoring portfolios to client risk tolerance and time horizon while offering a range of investment strategies and related advisory services.

Ann Nowell is a financial advisor at Richard P. Slaughter Associates, Inc. in Austin, TX, holding a Series 65 designation with 20 years of industry experience. She has been with Richard P. Slaughter Associates since 2004. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides wealth management through discretionary and nondiscretionary accounts, consulting, active asset management, and comprehensive financial planning, using a variety of investment strategies developed by an internal committee.

Joshua Gideon is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Richard P. Slaughter Associates, Inc. since 2020 and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Outside of finance, he was involved with Utopian Bartending for nine years. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and corporations. The firm provides wealth management, financial planning, and related advisory services, tailoring portfolios to client risk tolerance and time horizons through a range of investment strategies.

Laura Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been with the firm since 2013. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides wealth management through various account types and comprehensive financial planning, using both fundamental and technical analysis to tailor portfolios according to clients’ risk tolerance and time horizons.

Jeremy Mocek is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2023. His prior experience includes roles at Academy Capital Management, Cetera Advisor Networks, Lovett and Associates, and Ambassador Advisors, LLC. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides wealth management through discretionary and nondiscretionary accounts, comprehensive financial planning, and related advisory services, using a variety of investment strategies developed by an internal committee.

Tanner Banister is a CFP® professional with seven years of industry experience, currently serving as an advisor at Richard P. Slaughter Associates, Inc. since 2023. His prior experience includes roles at Kestra Investment Services, Kestra Advisory Services, Calton & Associates, Waterloo Capital Management, LPL Financial, and Axa Advisors. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers a range of wealth management and financial planning services, tailoring portfolios to client risk tolerance and time horizon, and supports affiliated firms through a holding company structure.

Liam Toohey is a CFP® and Series 65-licensed financial advisor with Richard P. Slaughter Associates, Inc., bringing four years of industry experience. His background includes roles in media and education, such as work with the Santa Cruz Sentinel and San Jose State University. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities. The firm offers tailored wealth management services supported by an internal investment committee and provides a broad range of advisory services including financial planning, asset management, and insurance-related advice.

Brooks Slaughter is a CFP® professional with 33 years of experience in the financial advisory industry. He has been with Strategic Investment Management since 2003 and is also associated with Richard P. Slaughter Associates, Inc. and RPS Retirement Plan Advisors. Strategic Investment Management serves individual clients, pension and profit-sharing plans, trusts, estates, and corporate clients by providing discretionary portfolio management and comprehensive financial advice, including mortgage, real estate, insurance, tax, estate, and retirement planning. The firm uses active asset management based on fundamental analysis, managing portfolios on a discretionary basis within models developed by an affiliated investment committee.

Lafe Blobaum is a CFP® and Series 65-registered advisor with six years of industry experience. He has been with Richard P. Slaughter Associates, Inc. since 2019 and previously worked as a self-employed professional as well as in the film production industry. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers tailored wealth management services through discretionary and nondiscretionary accounts, active asset management, and comprehensive financial planning, supported by an internal investment committee using diverse strategies.

Trevor Martin is a financial advisor at Richard P. Slaughter Associates, Inc. with a Series 65 designation and one year of industry experience. His prior roles include positions at Rps Retirement Plan Advisors, Keen Wealth Advisors, and the State of Kansas. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides wealth management, active asset management, and comprehensive financial planning, tailoring portfolios to client risk tolerance and time horizon through a variety of investment strategies developed by an internal committee.

James Sherrard is a CFP®, CFA®, and Series 65-licensed financial advisor with 13 years of industry experience. He is currently with Richard P. Slaughter Associates, Inc., where he has worked since 2015, and previously worked at Strategic Investment Management. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers tailored wealth management services through discretionary and nondiscretionary accounts, active asset management, and comprehensive financial planning, supported by an internal investment committee that employs a variety of strategies.

Darby Armont is a CFP® and CFA® with 24 years of experience in the financial industry. He has worked at Richard P. Slaughter Associates, Inc. since 2004 and also serves at Rps Retirement Plan Advisors. Armont volunteers as a commissioner for the CFP Board of Standards’ Disciplinary and Ethics Commission. Richard P. Slaughter Associates, Inc. is a fee-only registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm offers tailored wealth management, active asset management, and comprehensive financial planning, supported by an internal investment committee and a multi-team business structure that includes client education and insurance-related advisory services.