top of page
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.
Bill Bryant
Founder, Investment Advisor
Professional Experience
Bill founded Amarillo Wealth Management in 2009 and has over 30 years in the profession, having worked for several nationally recognized firms in Amarillo before branching out on his own.
Bill brings extensive investment experience and market knowledge to the team. He has a knack for identifying market opportunities and unique investment alternatives. He plays a vital role in creating and executing investment strategies specific to your financial plan.
Education
Bill graduated from Texas Tech University with a BS Degree in Petroleum Engineering. He holds his series 3, 7, 63, and 65 securities registrations with IFG.
Professional Experience
Bill founded Amarillo Wealth Management in 2009 and has over 30 years in the profession, having worked for several nationally recognized firms in Amarillo before branching out on his own.
Bill brings extensive investment experience and market knowledge to the team. He has a knack for identifying market opportunities and unique investment alternatives. He plays a vital role in creating and executing investment strategies specific to your financial plan.
Education
Bill graduated from Texas Tech University with a BS Degree in Petroleum Engineering. He holds his series 3, 7, 63, and 65 securities registrations with IFG.
Anne Lobaito
Client Service & Relationship Manager
Professional Experience
Anne began her career over 15 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 15 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 10 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 10 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.
Addison Pratt
Client Service Associate
Addison joined Amarillo Wealth in early 2021 as an admin assistant and now serves as our Client Service Associate. Prior to joining us, she worked for a local interior design company for 5 years as the assistant manager. Addison kindly greets everyone as they come into our office. She also helps to maintain our client files and reviews, compliance requirements, and provides timely and concise service.
Education
Addison is currently attending Amarillo College where she is pursuing a degree in business management, with an expected graduation date of May 2023.
Addison joined Amarillo Wealth in early 2021 as an admin assistant and now serves as our Client Service Associate. Prior to joining us, she worked for a local interior design company for 5 years as the assistant manager. Addison kindly greets everyone as they come into our office. She also helps to maintain our client files and reviews, compliance requirements, and provides timely and concise service.
Education
Addison is currently attending Amarillo College where she is pursuing a degree in business management, with an expected graduation date of May 2023.
bottom of page