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Meet Our Team


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The Value of a Personal Investor

A Wealth Advisor at HAPPY INVESTMENT SERVICES offers ongoing knowledge and guidance through a trusted lifetime relationship.

     Wealth Management Team


Brad Griffin

Senior Vice President
Wealth Management Director 
(806) 349-9916

Sandi Brandt
Wealth Management Officer
Wealth Manager Assistant
(806) 349-9917

     Fowler Team


Dan Fowler
Investment Officer
Wealth Advisor
(806) 660-0513

 Ally Miller
Wealth Management
Office Assistant
(806) 349-9975

Branches Covered: Pampa, Canadian, Higgins, Panhandle, Borger,
and Shamrock

     Burnett Team


Jon Burnett
Senior Vice President
Wealth Advisor
(806) 356-3011

Ryan Houk
Wealth Advisor Assistant
(806) 356-3066

Branches Covered: Soncy, Taylor, Express, Bell, Coulter, Georgia,
Tascosa, Teckla, Western, Canyon, Happy, Dalhart, Dumas, Stratford,
Sunray, and Texline

    Carlile Team


Chad Carlile - CRC
Vice President
Wealth Advisor
(806) 798-4820

Cyan Batchelor
Wealth Management Officer
Wealth Advisor Assistant
(806) 798-4821

Branches Covered: Lubbock, Plainview, Floydada, Lockney, Olton,
Silverton, Hereford, and Abilene

    Sanford Team


Jaclyn Sanford
Wealth Advisor 
(817) 989-3982

 Ally Miller
Wealth Management
Office Assistant
(806) 349-9975
  Branches Covered: Fort Worth, Addison, Allen

Your Wealth Advisor at HAPPY INVESTMENT SERVICES will take the time to get to know you and help you identify meaningful goals that reflect your values. To work with you hands-on to develop a financial plan you’re comfortable with. And then to follow through – making adjustments along the way to ensure that your plan keeps pace with life’s inevitable changes: relocation, job status, a changing family, unexpected events, or evolving priorities.

Remember, we're not just a toll-free number, but your local hometown financial coach who will work with you face-to-face in a long-term trusted relationship. Nothing would make us more HAPPY than to serve your lifetime financial dreams.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
Happy State Bank and Happy Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DC, FL, GA, IA, KS, MO, MS, NC, NM, OK, OR, PA, TX, UT, WV  
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by Any Federal Government Agency