Here at Himelick Financial Group, we are team-oriented and will always take a teamwork approach to serve our Austin area clients to the best of our collective abilities. We have carefully built our team of experienced financial professionals and support staff, who represent decades of valuable experience, so that we can serve you both intently and strategically. We pride ourselves on providing you with high-touch service, clear communication and exceptional value and support in every area of service you require to pursue your goals, desires, and ultimately, the life and retirement you envision for yourself and your family.
President and OSJ Principal
Joe Himelick is the Managing and Founding Partner of Himelick Financial Group. His clients represent a wide range of professional perspectives and backgrounds. Existing clients represent an average tenure of approximately 20 years. In...
Senior Financial Advisor
Pat Himelick is a Founding Partner and Senior Financial Advisor with Himelick Financial Group. Having started in the financial services business in 1981, most of her client relationships are an extension of her work with Higher Education...
David Rabke is a Investment Professional at Himelick Financial Group, LLC. Prior to joining Himelick Financial, David worked as a Financial Services Professional for NYLIFE Securities LLC, (Member FINRA/SIPC) A Licensed Insurance...
Joseph is a Investment Professional for Himelick Financial Group. He joined the team in August 2019. He has an extensive background in customer service, and has always enjoyed helping people achieve their goals. He currently holds the...
Leslie Mangaccat has been with the Himelick Financial Group for over 10 years. Leslies professional activities include portfolio oversight and Morningstar analysis. She also handles a great deal of the trading activity for the firm....
Forrest Six is a Registered Professional at Himelick Financial Group, joining the team in December of 2020. Forrest attended Texas State University and received a B.B.A. in Business Management. He has an extensive background, from...
Registered Principal and OSJ Manager
Jennifer Levesque’s interest in the financial sector began with micro and macro economics courses while studying for her B.A. of Anthropology at the University of Massachusetts Boston. She was always looking for the intersection...
Gustavo Pernalete is an Registered Professional at Himelick Financial Group, LLC. Gustavo has over 7 years of experience working in the financial and brokerage industries, mostly specializing in active investment management and...
Angie joined Himelick Financial Group in June of 2022. She brings with her over 20 years of experience in the financial and insurance services industry.
Client Activity Coordinator
Ketrinna Hammell is a Client Activity Coordinator at Himelick Financial Group. She joined the team in April 2022. She has spent 20+ years in customer service, customer relations and administration. Her duties include scheduling,...
We artfully coordinate the best-fit products and services for you and your personal circumstances. From accumulation, to income distribution strategies, wealth transfer strategies and much more, we're here to help you.
We take a highly intentional and proactive approach to your financial planning and wealth management, helping you find a steady course toward your goals while avoiding common risks and roadblocks.
With our winning combination of renowned financial advisors and a variety of products and services tailored to your needs, we're here for you. Contact us today for a complimentary consultation.