Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Director of Finance
Brendan began his career within financial services in 2007. With the financial crisis of 2008, it soon became clear to him that the industry-standard "needs based" approach to financial planning had put families and businesses in a...
Dana is passionate about educating others to make better financial- and health-related decisions. She spent over 25 years in various executive positions in the corporate world. Industries she’s worked in are mortgage banking,...
New Business Processor
As a management graduate from Texas Tech’s Rawls College of Business, and owner of IQ Productions, Irving applies his knowledge and experience to connect and understand the concerns of individuals, business owners, and upper...
Jay is a knowledgeable Investment Advisor Representative and Trust Professional with over 25 years in the industry. She cares about her clients and recognizes their growing desire to maximize wealth; leaving a meaningful,...
Background Jeff Scott joined the White Rhino family in 2017. He comes to us with 15 years of experience in the downstream manufacturing sector of the Oil and Gas industry where he served people from an occupational health capacity with...
Philosophy Servicing my clients through transition management, financial services integration as well as needs analysis. Emphasizing the importance of coachability, rather than net worth to my clients. Maintaining a competitive...
Josh is an experienced financial professional, and United States Army combat veteran. Throughout his life, his passion for people has placed him in the position to help others when they need it the most, no matter how complicated the...
Juan embarks our firm with a background in the healthcare industry. Having closely worked with doctors, personal injury attorneys, and personal injury victims, Juan experienced how a disabling catastrophic event will affect an...
Vice President- Investment Specialist
Kevin decided to join the Finance industry because he knows how important it is to be financially balanced and live a disciplined lifestyle. He wants to educate others about the pitfalls that intrude on successful retirement...
Philosophy Getting a deep knowledge of my clients’ goals, aspirations and personal vision allows me to co- design the most personalized, unbiased and holistic financial plan for them to achieve, preserve and protect their family...
Vice President of Business Development
Lee Daniels, CFP®, has over 25 years of experience in financial services, helping clients achieve their financial goals. Lee also holds his MBA, ChFC, CLU and CASL and has recently joined White Rhino Financial as Vice President of...
Philosophy Getting a deep knowledge of my clients’ goals, aspirations and personal vision allows me to co- design with them the most personalized, unbiased and holistic financial plan for them to achieve, preserve and protect...
Matt Ross spent a majority of his life in Oregon. As a kid he developed a love for baseball. It was his true passion. His dreams of a career in baseball were quickly derailed by an elbow injury in college whilst trying out for the...
Philosophy I have spent the last five years playing baseball at the highest collegiate level. Throughout my time as a player, I have developed skills in leadership, teamwork, and organization. I understand the hard work, dedication,...
Focused, driven, and passionate, Nickelle Leist has been a leader her field for over 13 years. Nickelle entered the insurance world in a marketing role right after college. She fell in love with the people and industry at a Million...
CEO and President
Background I have been in the Financial Planning business for more than 20 years and have found that busy lifestyles and juggling commitments and activities from one day to the next, makes it hard to focus on your own personal finances...
Our firm provides access to some of the best financial minds in the business, with strong risk-management skills, and a full array of products and services. We work with you to identify the right strategies to achieve and protect your...
LinkedIn Sarah Lamar, Financial Professional, has 20 years’ experience in the financial services industry. She is a West Texas Native and a graduate of Wayland Baptist University, with a Bachelor’s of Science in...
After graduating from Southwestern Oklahoma State University as a four year varsity letterman in Tennis in 1995, Shawn started his career in the life insurance business with Modern Woodman. Four years later, he moved to New...
Philosophy - I utilize the skills that I have to lead candidates through the onboarding process. I provide training on web based programs, logistics, and testing.