The financial advisors in the Carson Wealth Amarillo office are led by one of the top financial advisors in Texas, Michael David. This Texas-based financial advisory firm specializes in working with clients who are business owners and professionals. The team is experienced in working with professionals in the medical field, farm and ranching families, and individuals and companies with extensive oil and gas interest.
The Amarillo location includes an internal unit dedicated to providing business consulting expertise, comprised of professionals who know and understand the unique needs of entrepreneurs. This team is staffed by CPAs and CFP®s who stand ready to evaluate current wealth and provide recommendations for growth, risk management, tax efficiency and wealth transfer.
Michael David along with fellow advisors, Jeff Maynard, Jamie Carroll, Brandon Woodard, Brad Doyle and Danny Barker recently merged their firm, Pinnacle Financial Group, with Carson Wealth after working along Carson Group Partners for many years as their registered investment advisor.