Andy Holt

He helps people make thoughtful financial decisions by understanding the goals driving every plan.

• Builds financial strategies around people, businesses, and the goals that matter most.
• Transforms complex financial decisions into practical, understandable action.
• Brings long term discipline and behavioral insight to retirement and wealth planning.
• Creates lasting client relationships through consistency, curiosity, and follow through.

• Comprehensive financial planning and retirement strategy.
• Retirement income and distribution planning.
• Behavior based investment management.
• Business owner planning and risk management.
• Multi-generational financial planning and family education.

• B.A., Texas Tech University
• Chartered Financial Consultant (ChFC®) and Behavioral Financial Advisor (BFA)
• Series 7, 63, and 66 registrations held through LPL Financial
• Licensed in Life Insurance and Annuities
• More than 20 years helping individuals, families, and business owners navigate important financial decisions

• Canyon High School graduate and lifelong Texan serving families throughout the Texas Panhandle.
• Husband and father of four.
• Former four year Texas Tech letterman in shot put and discus.
• Enjoys traveling with his family, fly fishing, golfing, camping, and exploring new places and perspectives.
• Believes meaningful relationships, lifelong learning, and thoughtful decisions shape lasting financial confidence.

• Andy asks thoughtful questions, listens carefully, and takes time to understand the goals behind every decision. Clients appreciate his ability to simplify complex planning while helping them feel confident about the path ahead.

• Financial literacy for individuals and families.
• Helping younger generations build healthy financial habits.
• Supporting educators, business owners, and local communities through practical financial education.

Andy Holt has spent more than two decades helping individuals, families, and business owners make thoughtful financial decisions with confidence. A Canyon High School graduate, he has deep roots in the Texas Panhandle and understands the values that shape the families and communities he serves. His approach begins with understanding each client’s goals, priorities, and vision for the future before building a financial strategy around them.

Andy built and operated two businesses, developing the systems thinking, operational discipline, and leadership that continue to shape his practice today. When he expanded into financial services, he combined strategic planning with his genuine interest in helping people navigate meaningful decisions. That combination of business ownership and advisory experience allows him to understand financial decisions from both sides of the table.

A graduate of Texas Tech University and former four year letterman in shot put and discus, Andy developed an appreciation for the discipline, consistency, and long term commitment that define sustained success. Those same principles continue to shape his approach today. He believes thoughtful financial decisions begin with understanding the person behind them, creating strategies that reflect each client’s goals, values, and vision for the future. His role is to help clients move forward with greater clarity, confidence, and purpose through every stage of life.

Andy and his wife are raised their four children in Canyon, where family, community, and long standing relationships remain central to their lives. He enjoys traveling with his family, fly fishing, golfing, camping, and exploring new places and perspectives. Andy uses his free time for personal development and believes the best advisors never stop learning. That same curiosity continues to shape the questions he asks, the perspective he brings, and the relationships he builds with every client.

If you’re ready to feel more confident about your financial future, Andy welcomes the chance to start that conversation. ➞ 806-655-0251, email, or schedule a meeting