Victory Financial

Kevin Adams is a financial advisor at Victory Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation with tactical rebalancing and behavioral coaching.

Reid Limegrover is a financial advisor at Victory Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Nathaniel Davis is a financial advisor at Victory Financial with a Series 66 designation and two years of industry experience. He previously worked at SageSpring Wealth Partners and Raymond James Financial Services, Inc. Outside of finance, his background includes roles in automotive services and technology companies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm manages approximately $687.6 million in discretionary assets using diversified, asset-allocation model portfolios combined with fundamental, cyclical, and behavioral analysis.

William Stiles is a CFA® charterholder with 11 years of industry experience. He is currently a financial advisor at Victory Financial Group and Purshe Kaplan Sterling Investments, having previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of his advisory roles, he volunteers with Friends of Kids with Cancer and the Cystic Fibrosis Foundation. Victory Financial Group provides financial planning, consulting, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs diversified asset-allocation model portfolios based on fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Jeffrey Sadino is a financial advisor with Victory Financial in Honolulu, HI, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC. He is also involved in the sale of fixed and traditional insurance products through affiliated agencies. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Peter Warren is a financial advisor at Victory Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Equitable Advisors, LLC, and Axa Advisors, LLC. Outside of his advisory role, he is involved as an agent in group health insurance and fixed insurance products. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Ryan Brown is a financial advisor at Victory Financial with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at PKS Investments and Victory Financial Group and is the founder and owner of Bougies Donuts LLC, a donut and coffee shop in Austin, TX. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation with tactical rebalancing and behavioral coaching.

Justin Smith is a financial advisor at Victory Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors, LLC and Axa Advisors, LLC, and he has maintained an entrepreneurial role at Scale Up (Smith & Krause, LLC) since 2016. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a diversified, asset-allocation model portfolio approach combined with fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Carson Stear is an advisor at Victory Financial with Series 65 and Series 66 licenses. He has held positions at Victory Financial Group, Raydia Food Group, FedEx, and the University of Arkansas, with no prior industry experience. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and businesses. The firm manages client assets through in-house teams and third-party managers, emphasizing diversified asset-allocation model portfolios and a behavioral coaching approach.

Juan Soza is a financial advisor at Victory Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and Axa Advisors. He serves as a board member of the PWG Partners Foundation. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and businesses. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with tactical rebalancing and behavioral coaching.

Christopher Kilmer is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Victory Financial Group, where he has worked since 2024. His prior experience includes roles at United Planners Financial Services of America, SII Investments Inc., and Retirement Counselors Inc. Kilmer also serves as a notary in Dripping Springs, Texas. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching.

Colton Larue is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Victory Financial Group and has previously worked at firms including Southwestern Investment Advisory Services, Raymond James Financial Services, and AXA Advisors. Outside of advising, he is an officer and insurance agent with Financial Independence Group. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a wide range of clients, including individuals, trusts, charitable organizations, and small businesses. The firm employs diversified, asset-allocation model portfolios and combines fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Phillip Flores is a financial advisor at Victory Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Equitable Advisors and Purshe Kaplan Sterling Investments. Victory Financial Group provides financial planning, consulting, and discretionary investment and wealth management services to a range of clients including individuals, trusts, charitable organizations, and retirement plans. The firm employs diversified, asset-allocation model portfolios and emphasizes long-term strategic allocation combined with behavioral coaching to support client decision-making.

Paul Schappert is a financial advisor with Victory Financial Group in Austin, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Equitable Advisors, LLC and AXA Advisors, LLC. He also has experience with A Thousand Words, where he worked for a decade. Victory Financial Group offers financial planning, consulting, and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a diversified, asset-allocation approach incorporating fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Kyle Wardlaw is a financial advisor at Victory Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at Lion Street Advisors and Lion Street Financial from 2014 to 2023, and at Purshe Kaplan Sterling Investments since 2023. Outside of advising, he serves as President and Chief Compliance Officer of Victory Financial Group, LLC, and also holds leadership roles in insurance agencies providing personal and commercial coverage. Victory Financial Group offers financial planning, consulting, and discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm employs diversified, asset-allocation model portfolios guided by fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework, emphasizing long-term strategic allocation with tactical rebalancing and behavioral coaching.