Sather Financial Group, Inc.

Evan Martinez is a financial advisor at Sather Financial Group, Inc. in New Braunfels, TX, holding a Series 65 designation with three years of industry experience. Prior to joining Sather Financial Group in 2023, he was self-employed for two years and has worked in the food service industry. Sather Financial Group is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and emphasizing in-house fundamental research and team-based idea review.

Warren Udd is a CFP® professional with 20 years of experience, currently serving at Sather Financial Group, Inc. since 2002. He is based in Victoria, TX, and is part of a nine-advisor team at the firm. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and emphasizing fundamental research and team-based idea review.

Caleb Bronnenberg is a financial advisor at Sather Financial Group, Inc. in San Antonio, TX, holding a Series 65 designation with four years of industry experience. He has been with Sather Financial Group since 2016 and previously worked at Huntsman Corporation and Camden Property Trust. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, following a value-oriented investment approach influenced by Warren Buffett that emphasizes fundamental research and team-based idea review.

David Sather is a CFP® professional with 26 years of experience in financial advising. He has been with Sather Financial Group, Inc. since 1999, where he is part of a nine-advisor team. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and emphasizing in-house fundamental research and team-based idea review.

Joseph Olive is a CFP® professional with 10 years of industry experience. He is currently an advisor at Sather Financial Group, Inc. and previously worked at Edward Jones, Wells Fargo Advisors, and Charles Schwab. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett with an emphasis on in-house research and team-based idea review.

Jonathan Zahradka is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Sather Financial Group, Inc. since 2011. The firm, where he works as part of a nine-advisor team, is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. Sather Financial Group serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations. The firm employs a value-oriented investment approach influenced by Warren Buffett, focusing on in-house fundamental research and team-based idea review, and offers portfolio management, financial planning, and retirement plan consulting.

Tammy Kimbrough is a financial advisor at Sather Financial Group, Inc. with 23 years of industry experience. She has been with Sather Financial Group since 2009. Kimbrough holds Series 63 and Series 66 designations. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and a team-based review process.

Dylan Swanson is a financial advisor with Sather Financial Group, Inc. in New Braunfels, TX. He holds the Series 65 designation and has one year of industry experience. Prior to joining Sather Financial Group, he was self-employed for two years. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett that emphasizes fundamental research and team-based idea review.

William Errett is a financial advisor at Sather Financial Group, Inc. in Victoria, Texas, holding a Series 65 designation. He joined the firm in 2025 after completing a decade as a student. Outside of his advisory role, he serves as CFO and accountant for Just Add Magic Entertainment, a character entertainment company based in north Austin. Sather Financial Group, Inc. is a fee-only registered investment adviser managing approximately $1.94 billion in discretionary assets. The firm serves individuals, high-net-worth families, corporations, retirement plans, and charitable organizations, employing a value-oriented investment approach influenced by Warren Buffett and utilizing team-based idea review and customized asset allocation.