Broker Check

Our Team

Exceptional Team Support for Your Vision

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. 

Joe Himelick, CLU, ChFC, MSFS

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... 

Read more

Pat Himelick, CRPC®, RICP®, FLMI®

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...

Read more

David Rabke

Investment Professional


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...

Read more

Joseph Fisher

Investment Professional


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...

Read more

Leslie Mangaccat

Program Manager

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....

Read more

Forrest Six

Registered Professional


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...

Read more

Jen Levesque

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...

Read more

Angie Kuno

Registered Professional


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.

Read more

Ronnie Rodriguez

Administrative Assistant


Ronnie Rodriguez is an administrative assistant at Himelick Financial Group. She joined the team in August 2020. Ronnie received her B.S. in elementary education from Texas A&M in Kingsville, Texas. She has spent 25+ years in the field...

Read more

Ketrinna Hammell

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,...

Read more

Our Services

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.

Explore Our Services

Our Approach

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. 

Our Approach

Contact Us

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. 

Contact Us Today