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Meet the Team
Here at Amarillo Wealth, we are very proud of the team we've assembled. We are a collection of like-minded individuals, with different experiences and backgrounds, who all believe in doing our very best for each and every client.
We believe in helping people first, always acting as a fiduciary and placing your interests ahead of our own. We've built Amarillo Wealth Management around the core principles and philosophies that we feel a wealth management firm should embody - altruism, honesty, integrity, and accountability.
Blake Bonner, MS, CFP®
Managing Partner, Wealth Advisor
Professional Experience
Prior to joining Amarillo Wealth Management in 2017, Blake was with United Capital where he was a Wealth Advisor that primarily worked with clients from Fortune 100 companies, small business owners, and non-profit organizations, advising them on how their investment management decisions impacted their financial planning objectives. Blake has developed and refined a process to create specific investment management strategies tailored to fit his clients’ individual needs and financial planning goals.
As a Wealth Advisor, Blake’s focus is to service clients on investment opportunities, in alignment with the client’s needs, goals, and tolerance for risk. He works directly with clients to help provide enduring control over their finances with the goal of efficiently allocating their financial life so they can live their most effective life.
Education
Blake graduated Magna Cum Laude from Texas Tech University, where he earned both his BS and MS Degree in Personal Financial Planning. He has presented on various topics, including the impact that the new congressional legislation has had on retirement and estate planning at the Financial Planning Association national conference. Blake holds his series 7, 65, 63 securities registrations with IFG and is a CERTIFIED FINANCIAL PLANNER™ professional.
Professional Experience
Prior to joining Amarillo Wealth Management in 2017, Blake was with United Capital where he was a Wealth Advisor that primarily worked with clients from Fortune 100 companies, small business owners, and non-profit organizations, advising them on how their investment management decisions impacted their financial planning objectives. Blake has developed and refined a process to create specific investment management strategies tailored to fit his clients’ individual needs and financial planning goals.
As a Wealth Advisor, Blake’s focus is to service clients on investment opportunities, in alignment with the client’s needs, goals, and tolerance for risk. He works directly with clients to help provide enduring control over their finances with the goal of efficiently allocating their financial life so they can live their most effective life.
Education
Blake graduated Magna Cum Laude from Texas Tech University, where he earned both his BS and MS Degree in Personal Financial Planning. He has presented on various topics, including the impact that the new congressional legislation has had on retirement and estate planning at the Financial Planning Association national conference. Blake holds his series 7, 65, 63 securities registrations with IFG and is a CERTIFIED FINANCIAL PLANNER™ professional.
Anne Lobaito
Director of Client Service
Professional Experience
Anne began her career over 17 years ago in banking and lending before transitioning to serving wealth management clients for nationally recognized firms in Kalamazoo, MI and Amarillo, TX.
Anne strongly believes in the importance of genuinely understanding what matters most to you in order to make a meaningful and measurable impact on your life. She relishes the opportunity to develop long-term relationships with clients and views each interaction as an opportunity to enhance those relationships.
Education
Anne graduated from Oakland University where she earned a BA Degree in Psychology. Anne holds her series 7, and 66 securities registrations with IFG.
Professional Experience
Anne began her career over 17 years ago in banking and lending before transitioning to serving wealth management clients for nationally recognized firms in Kalamazoo, MI and Amarillo, TX.
Anne strongly believes in the importance of genuinely understanding what matters most to you in order to make a meaningful and measurable impact on your life. She relishes the opportunity to develop long-term relationships with clients and views each interaction as an opportunity to enhance those relationships.
Education
Anne graduated from Oakland University where she earned a BA Degree in Psychology. Anne holds her series 7, and 66 securities registrations with IFG.
Riley DeShazo, CFP®
Director of Firm Strategy & Operations
Professional Experience
Prior to joining Amarillo Wealth Management, Riley worked for several large wealth management firms in Houston, Dallas, and Amarillo.
Riley manages the Firm’s strategy and operations. He brings with him over 12 years’ experience in the industry and has an uncanny ability for identifying opportunities and developing specific strategies that will better Amarillo Wealth.
Education
Riley graduated from Texas Tech University, where he earned his BS Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Professional Experience
Prior to joining Amarillo Wealth Management, Riley worked for several large wealth management firms in Houston, Dallas, and Amarillo.
Riley manages the Firm’s strategy and operations. He brings with him over 12 years’ experience in the industry and has an uncanny ability for identifying opportunities and developing specific strategies that will better Amarillo Wealth.
Education
Riley graduated from Texas Tech University, where he earned his BS Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Ellee Bonner
Community Outreach Coordinator
Professional Experience
Prior to joining Amarillo Wealth, Ellee worked as a registered nurse for the last 15 years. She started out in the Emergency Department and eventually transitioned full time into Medical Aesthetics. Ellee finds purpose in serving and empowering others.
As the Community Outreach Coordinator, Ellee is primarily responsible for coordinating client events, marketing efforts, and ways to give back to the community. Her goal is to enhance the experience of all associated with Amarillo Wealth.
Education
Ellee graduated from West Texas A&M University, where she earned her BS in Nursing. She is also a Certified Integrated Health Coach from Duke University.
Professional Experience
Prior to joining Amarillo Wealth, Ellee worked as a registered nurse for the last 15 years. She started out in the Emergency Department and eventually transitioned full time into Medical Aesthetics. Ellee finds purpose in serving and empowering others.
As the Community Outreach Coordinator, Ellee is primarily responsible for coordinating client events, marketing efforts, and ways to give back to the community. Her goal is to enhance the experience of all associated with Amarillo Wealth.
Education
Ellee graduated from West Texas A&M University, where she earned her BS in Nursing. She is also a Certified Integrated Health Coach from Duke University.
Joanna Hopson
Client Service Associate
Professional Experience
Joanna is the newest member of the team, with a background and expertise in banking, oil and gas operations, and accounting.
Her diverse experience makes her a valuable asset to the team, bringing fresh perspectives and innovative solutions to the table. Joanna is known for her meticulous attention to detail and her ability to navigate complex financials with ease.
In addition to her professional skills, Joanna is also passionate about fostering strong community relationships. She has volunteered in various community outreach programs, demonstrating her commitment to making a positive impact both within and outside the workplace.
Joanna approaches everything with a warm smile and a genuine desire to help, making a lasting impact on the lives of those she serves.
Professional Experience
Joanna is the newest member of the team, with a background and expertise in banking, oil and gas operations, and accounting.
Her diverse experience makes her a valuable asset to the team, bringing fresh perspectives and innovative solutions to the table. Joanna is known for her meticulous attention to detail and her ability to navigate complex financials with ease.
In addition to her professional skills, Joanna is also passionate about fostering strong community relationships. She has volunteered in various community outreach programs, demonstrating her commitment to making a positive impact both within and outside the workplace.
Joanna approaches everything with a warm smile and a genuine desire to help, making a lasting impact on the lives of those she serves.
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