Sather Financial
 
 

Contact Us

Sather Financial Group

120 E Constitution St
Victoria, TX 77901

(361) 570-1800



 

Staff Overview and Contact Information

Dave Sather

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Dave Sather is a CERTIFIED FINANCIAL PLANNER™, an Accredited Fiduciary Investment Manager™, and the President and founder of the Sather Financial Group, Inc. Dave was raised in El Paso, received his B.A. in Business Management from Texas Lutheran University and received his M.B.A. from Texas A&M University. Additionally, Dave is a graduate of The College For Financial Planning and the Cannon Financial Institute. Furthermore, he holds the Group 1, NASD Series 7, NASD Series 63 and NASD Series 65 licenses. He has spent the past twenty years in the financial analysis, investment and banking industries. As team leader he is responsible for coordinating portfolio management as well as financial and strategy planning of a client’s life. This strategy planning not only includes traditional fee-only investment management, but also estate, retirement, taxation and risk management planning. In addition to his work with Sather Financial, Dave is a Director of Business Bank Of Texas. Dave is an adjunct professor in the Business program at Texas Lutheran University and is a member of the schools Executive Advisory Council. He is an Ex-Officio member of the Brownson Children’s Home and is Past President and Past Treasurer of First English Lutheran church. He and his wife, Carol, live in Victoria, Texas.

Warren Udd

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Warren Udd is a CERTIFIED FINANCIAL PLANNER™, Vice President of the Sather Financial Group. In his capacity, Warren, is part of our research and portfolio management and financial planning team. Additionally, he is in charge of our operations and technology systems. Warren is the second oldest of four children, all of whom were raised in Mutare, Zimbabwe. Warren’s parents are missionaries in Mutare. After leaving Zimbabwe, Warren earned his Bachelor of Science degree in Business Administration at Southern Nazarene University in Bethany, Oklahoma. While in Oklahoma, he met Kristina Harden, a Victoria native. Today, Warren and Kristina are married and have two daughters, Sara and Katie. Warren is a graduate of the College For Financial Planning Professional Education Program and holds the CERTIFIED FINANCIAL PLANNER™ designation, Series 65 license and a Group 1 Insurance license. He is also a member of the Victoria Area Estate Planning Council and Leadership Victoria.

Jon Zahradka

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Jon Zahradka is a CERTIFIED FINANCIAL PLANNER™. Jon was raised in Schertz, Texas and received his Bachelor’s degree in Business Administration, along with a Bachelor of Science degree in Accounting, from Texas Lutheran University. Jon currently lives in Schertz with his wife Kayla.

Cyndee Miller

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Cyndee Miller is the office manager for the Sather Financial Group Inc. Cyndee graduated from Calallen High School in Corpus Christi, Texas and is working towards her Bachelor of Arts degree. She is also studying for her Registered Para Planner designation through the College For Financial Planning. Cyndee brings more than fifteen years of experience to Sather Financial Group Inc. from the banking, investment and insurance industries. She and her husband, Bart, have one daughter, Hailey.

Tammy Kimbrough

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Tammy is a Registered ParaplannerSM and has over 19 years of experience in the wealth management business. In addition to her client services duties, Tammy also is licensed to assist with trading and portfolio management responsibilities. Tammy is married to Clent and they have 3 children, Autumn, Morgan and Garrett.

Nate Raschke

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Nate Raschke is a Registered ParaplannerSM and Financial Analyst, and is a part of the SFG investment research and portfolio management team. In 2009, Nate graduated from Cedar Park High School in Austin, TX. From there, he attended Texas Lutheran University, where he received his Bachelor of Business Administration with a double major in Finance and Marketing, graduating Cum Laude in May 2013. Nate joined Sather Financial Group in June 2013 after having interned with the firm for two years prior to that. He now holds the Registered ParaplannerSM designation from the College for Financial Planning as well as the FINRA Series 65 license. Today, Nate lives and works in Seguin, where is involved with Rotary Club, the Chamber of Commerce, and Spirit of Joy Lutheran Church.

Jacob Thomas

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Jacob is a Registered ParaplannerSM and joined Sather Financial in January of 2014. He was raised in Kentucky and received degrees in Accounting and Spanish from the University of Kentucky. He also holds a law degree from Northern Kentucky University. Jacob holds the FINRA Series 65 license and is a Registered Para-Planner. Jacob works as a financial analyst and lives in Victoria, Texas with wife, Evelyn, and two children.