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Meet the Team

Our Team

Our Team

While Fort Worth isn’t a major stop on the cattle drive any longer, we still fondly refer to our town as Cowtown. Cowtown Financial Planning seeks to be an important part of the future of our community. Our dedication to Fort Worth and the North Texas community includes our membership on the board of a non-profit tasked with revitalizing the area in which we live and work. We must support this formerly industrial area as it continues to grow.

While we work with clients nationwide, we are committed to helping families in our community thrive. We focus on families building wealth and small business owners by building comprehensive financial plans that help our clients live their best lives and achieve their goals. Our client’s needs and goals come first, and to that end, we do everything in our power to do what is right for them.

Allen Horak

Senior Director - Dallas Area Markets

214-548-9226

allen@cowtownfinancial.com

Allen joined the Cowtown team in April of 2024 bringing with him over 30 years of Accounting and Finance experience in numerous industries through his roles in public accounting and as CFO of several privately-held companies...

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Jake Richter

President

817-210-6445

jake@cowtownfinancial.com

Jake Richter was born in San Antonio, TX. He spent most of his youth in the Texas Hill Country before graduating from Texas A&M University with a Bachelor of Science degree. While at A&M he was a member of the Corps of Cadets, Company...

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Joseph Niemann

Executive Vice President

817-210-6445

joseph@cowtownfinancial.com

Joseph is a Kansas native who moved to Texas with his parents at the age of 15.  He went to Western Hills High School and graduated from Pennsylvania State University with a bachelors degree in Information Sciences and Technology....

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Mark Small, CPA

Managing Director - Dallas Area Markets

214-679-5987

mark@cowtownfinancial.com

Mark entered his 26th year in the Financial Advisory and Wealth Management business by merging his practice with Cowtown Financial in April of 2024. His Dallas-centric business has grown to include clients in 15 states. A...
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Sue Piel

Executive Assistant

817-210-6445

sue@cowtownfinancial.com

Sue Piel is a native Texan born in Denton and has lived in Fort Worth, Houston, and San Antonio. Sue grew up in Fort Worth, on both the east and west sides of town. She attended Texas Christian University, where her father was the...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.