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.
Mickie Blankinship
Client Service Administrator
Professional Experience
Mickie has been with Amarillo Wealth Management since its’ inception in 2009. Prior to that she spent 13 years working for several nationally recognized firms.
She ensures that our clients receive the best possible service by playing a vital role in setting up accounts and processing client transactions.
Professional Experience
Mickie has been with Amarillo Wealth Management since its’ inception in 2009. Prior to that she spent 13 years working for several nationally recognized firms.
She ensures that our clients receive the best possible service by playing a vital role in setting up accounts and processing client transactions.
Addison Pratt
Administrative Assistant
Addison is the newest member of the team and serves as the administrative assistant to the firm. She helps coordinate client communication and will be the first to greet you when you arrive at the office.
Education
Addison is currently attending Amarillo College where she is studying business, management, and marketing.
Addison is the newest member of the team and serves as the administrative assistant to the firm. She helps coordinate client communication and will be the first to greet you when you arrive at the office.
Education
Addison is currently attending Amarillo College where she is studying business, management, and marketing.
Eva Briggs
Administrative Assistant
Eva has been with Amarillo Wealth for 12 years and serves as the administrative assistant. She helps coordinate client communication and will be the first to greet you when you arrive at the office.
Eva has been with Amarillo Wealth for 12 years and serves as the administrative assistant. She helps coordinate client communication and will be the first to greet you when you arrive at the office.