Amicus Financial Advisors

Our Advisors

	Lindsay S. Elwood-Goetz, CFP® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Lindsay specializes in Wealth Management and Comprehensive Personal Financial Planning. Lindsay is a Certified Financial Planner™ professional. She currently serves on the Amicus Investment Committee and was the past Director of Financial Plan Development. Before joining Amicus, Lindsay worked as a financial planner with Evensky & Katz Wealth Management in Coral Gables, Florida. She studied Personal Financial Planning at Texas Tech University, widely recognized as the top financial planning education program in the country, where she graduated Summa cum Laude. She is a member of the Financial Planning Association (FPA) and provides pro bono financial education seminars in the Athens community.
	Joseph W. Goetz, PhD, MS, MA, AFC® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Joe specializes in assisting individuals and families with their retirement planning and is a Certified Retirement Counselor®. He is also the Program Director for the University of Georgia (UGA) Family Financial Planning Program. As a professor of financial planning, he teaches courses in financial plan development and conducts research in the areas of investment risk tolerance, financial counseling, and financial planning pedagogy. He received his bachelor’s degree from the University of Missouri-Columbia, where he was inducted into Mystical Seven, an honorary society overseen by the chancellor recognizing the top seven senior students passing through the university each year. He went on to complete his graduate studies at the University of North Carolina at Chapel Hill and Texas Tech University, where he completed his doctorate in Personal Financial Planning. Joe has authored over twenty-five publications in financial journals and conference proceedings, and is a member of the Academy of Financial Services and the Association for Financial Counseling and Planning. He also regularly provides pro bono financial counseling services to families in the Athens community and appears as a regular guest on Georgia Public Radio as “Dr. Joe”, a financial expert.
	William C. Fairchild, III, CFP^® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Billy practices as a financial planner in our Lubbock, Texas office. He specializes in comprehensive financial planning for high net worth individuals. Billy earned a BS degree in Personal Financial Planning from Texas Tech University. Prior to joining Amicus, Billy worked as a sales consultant with the Center for Business Innovations and as the owner of Fairchild Farming Operations. Billy is married to Monica and they have two children (Will and Anna). They are actively involved in many church activities where Billy serves as a deacon.
	Joseph W. Tombs, JD, MBA, MS, CLU, ChFC, ARM, CFP® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Joe is a founding partner of Amicus and serves as a financial planner and settlement planner in our Lubbock, Texas office. Before helping to found Amicus, Joe served as a professor (University of Georgia, Georgia State University and Texas Tech University), a tax and estate planning attorney, and an Associate VP of First Colony Life Insurance Company. Joe’s education includes JD and MBA degrees from Texas Tech University. He also holds the CFP®, ARM, CLU and ChFC designations. He is a member of the Society of Settlement Planners, American Bar Association, Financial Planning Association and State Bar of Texas. Joe is married to Elizabeth and they have four children (Patrick, William, David and Mary Beth).
	Jesús A. Longoria, MS, CFP® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Jesús serves as a financial planner in our El Paso, Texas office. He specializes in financial planning, portfolio design and planning for settlement recipients. Jesús’ education includes an MS in Financial Planning and a BA in Spanish from Texas Tech University and is a CFP® professional. Prior to joining Amicus, Jesús headed up the financial planning department of an El Paso firm and worked in personal financial services at JP Morgan Chase. Jesús is a member of the Financial Planning Association and the Association for Financial Counseling and Planning Education. Jesús is married to Beverly Longoria and they have two daughters (Savannah and Sierra).
	Matthew M. Hayes, JD, MS This e-mail address is being protected from spambots. You need JavaScript enabled to view it Matt is a founding partner of Amicus and serves as a financial and settlement planner in our Beaumont, Texas office. Before helping launch Amicus, Matt worked with two personal injury law firms and Settlement Professionals, Inc. in Portland, Oregon. Matt’s education includes a JD and MS in Personal Financial Planning from Texas Tech University. He received his BBA - Finance degree from Lamar University.
	Brit Inman Swanson, JD, MS This e-mail address is being protected from spambots. You need JavaScript enabled to view it Brit, a partner at Amicus Financial Advisors LLP, practices as a financial planner in our Lubbock, Texas office. She specializes in comprehensive financial planning and as an estate planning specialist. Brit’s education includes JD, MS in Financial Planning, and BA in Interior Design degrees from Texas Tech University. Prior to joining Amicus, Brit practiced law with West Texas Legal Services and in Texas Tech University’s Office of Student Legal Services. Brit lives in Littlefield with her husband Kyle who owns an independent cotton farming operation.
	Matthew D. Peck This e-mail address is being protected from spambots. You need JavaScript enabled to view it Matt specializes in comprehensive financial planning for high net worth individuals and sits on the Investment Committee. He received a BS in Personal Financial Planning from Texas Tech University and an AS in Business/Marketing from South Plains College. Prior to Joining the Amicus team, Mr. Peck was the COO for Evensky & Katz Wealth Management in Lubbock, TX. Mr. Peck also served as a Client Advisor for the boutique investment management firm of McDonald Capital Management. His entrance into the industry began with the prestigious firm of Laird Norton Tyee, as a Client Service Analyst, in Seattle, Washington.
	Larry H. Peterson, MS This e-mail address is being protected from spambots. You need JavaScript enabled to view it Larry Peterson joined Amicus in January 2008 and now serves as the Managing Partner, Director of Operations and sits on the Investment Committee. His formal education includes a MS in Personal Financial Planning from Texas Tech University, a BS in Finance and Personal Financial Planning from Utah State University (Cum Laude), and an AA degree in Business Administration from Snow College (Cum Laude). Prior to joining Amicus Larry worked as an intern for The Level Four Group, Dallas, TX.
	Gregory B. Maxwell, JD, MS, CFP® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Greg is a founding partner of Amicus Financial Advisors, LLP and serves as a partner and financial planner in the Salt Lake City, Utah office. Greg specializes in the unique planning needs of injured individuals and thier families. Before joining Amicus, Greg served as a Vice President of Settlement Professionals, Inc. in Portland, Oregon. Greg’s education includes a JD and MS in financial planning from Texas Tech University. Greg has worked in a small law firm and as an intern for U.S. Speaker of the House, Denny Hastert. Greg is married to Sunny and they have two children (Hayley and Brooke).
	Phillip Hamman, III, MS, CPA, CFP® This e-mail address is being protected from spambots. You need JavaScript enabled to view it Phil serves as a financial planner in our Houston, Texas office and practices as a Certified Public Accountant. He has 25 years experience including public accounting, financial planning, industry, education, and government. Phil’s education includes a BBA in accounting and a MS in personal financial planning from Texas Tech University. Phil is a member of the AICPA Personal Financial Planning Section and Texas Society of Certified Public Accountants. Phil is married to Linda (an elementary teacher with Lubbock ISD) and they have two children (Emily and Phillip – both financial planners).
	Scott A. Cushion, JD, MS This e-mail address is being protected from spambots. You need JavaScript enabled to view it Scott practices as a financial planner in our Fort Worth/Dallas, Texas office. He specializes in financial and estate planning. Scott’s education includes a JD degree from Texas Wesleyan University School of Law and BS and MS degrees in Biology from Texas Tech University. Prior to joining Amicus, Scott worked as a financial advisor at Merrill Lynch and in pharmaceutical marketing at GlaxoSmithKline. He also is a qualified court-appointed mediator. Scott and his wife have four boys and one grandson. Scott is involved with Boys Scouts of America, the Aledo Athletic Boosters and the East Parker County Chamber of Commerce.
	Patrick Hoffman JD, CFP This e-mail address is being protected from spambots. You need JavaScript enabled to view it Patrick specializes in Wealth Management and Comprehensive Personal Financial Planning. Patrick is a Certified Financial Planner practitioner and licensed to practice law in Kansas. Patrick earned his Bachelor’s of Science degree in Personal Financial Planning (cum laude) and law degree from Texas Tech University. He is a member of the American Bar Association and Kansas Bar Association.

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Quick Answers

How does Amicus differ from other financial advisors?

We have the legal obligation to act as your fiduciary agent and to always do what is in your best interest (we are not an agent of a large investment company with the legal obligation to do what is in the best interest of that company).

We do NOT accept commissions on any mutual funds or exchange traded funds used within our clients’ investment portfolios, absolving us from an inherent conflict of interest to which most financial advisors are subject. Clients receive only objective, unbiased advice from us.

We use a comprehensive and holistic approach to financial planning.

We do not bet on popular funds, nor do we chase after high investment returns that are not maintainable in the long-term. Instead, we focus on the tried and proven strategy of creating and adhering to a disciplined investment strategy and striving for long-term rates of return that will allow our clients to meet their goals, while minimizing risk as much as is possible.

Our firm is made up of JDs, CPAs, and CFP® professionals – one of the most highly educated and credentialed firms in the country with over 90% of our planners having university degrees specifically in Personal Financial Planning.

As an independent firm, we have access to the entire universe of investments, allowing us to invest our clients’ money in the best mutual funds and exchange traded funds in the world.

We have long-term relationships with our clients and always remain committed to adjusting their financial plan as their goals and circumstances in life evolve.

We measure our own success by our clients’ success in achieving their goals in life.

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What does “Amicus” mean?

Amicus is a Latin word meaning friend. We chose the name to convey the close and trusted relationship that we hope to earn from each of our clients. More ...

How do we get started?

Call us at 888-8AMICUS or email us at amicus@amicusadvisors.com to schedule a meeting. During that phone call we will assign you a password and user identification number so that you can access some forms from this site. Remember that the initial consultation is free. More ...

What is comprehensive financial planning?

Financial planning is comprehensive when it looks at every aspect of your finances and integrates them into an overall plan that acts as a blueprint as you manage your finances. A comprehensive plan is built on the foundation of your goals. Life is full of financial decisions and a strategic plan to accomplish your goals is necessary in order to efficiently navigate them. Financial planners focus on your goals, objectives, priorities and values - the big picture of your financial life. More ...

Is there a charge for an initial meeting?

Amicus does not charge any fees to prospective clients until they actually decide to become clients. We want you to be comfortable with our approach and service offerings. We understand that there is a decision and thought process. In some instances it has taken as many as three meetings and often includes a few phone calls to clarify points of our service, before a client comes on board. More ...

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Our Advisors