Who We Are

JD, MBA, MSFS, RSP, CFP®

Joe serves as our President and as a Board Member. He has over 30 years of experience in law and financial planning. He started his career as a tax and estate planning attorney. Joe has served on the full-time faculties of the University of Georgia, University of Louisiana, Georgia State University, and Texas Tech University and as an adjunct professor at the University of Southern Virginia, Kaplan University, and Lubbock Christian University. Joe has also served as the Director of Advanced Marketing for GE Financial Assurance.

He received a law degree, an MBA from Texas Tech University, and a BBA-Finance from the University of Texas of the Permian Basin. Joe has several professional designations, including the Certified Trust and Fiduciary Advisor, Certified Financial Planner, Registered Settlement Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Joe’s experience as an educator, financial planner, corporate officer, and lawyer helps him ensure sound fiduciary practices are followed in the trust company.

Joe has served his profession and community in the role of President and Board Member of the Society of Settlement Planners, the Registry of Settlement Planners, and the South Plains Trial Lawyers Association. He currently serves as a Board Member of the Dechomai Foundation and has served on the Boards of several other charities.

Joe resides with his wife in Wolfforth, Texas (just outside of Lubbock). He has four adult children and six grandchildren.

JD, RSP, CTFA, CFP®

Patrick serves as our Vice President and as a Board Member. One of Patrick’s primary job duties at Amicus involves helping the clients who reside in Texas to make, document and review their estate planning decisions. He holds several professional designations including Certified Trust and Fiduciary Advisor, Certified Financial Planner and Registered Settlement Planner. Patrick is an attorney licensed to practice in Texas. Patrick received a law degree from Brigham Young University and a bachelor’s in business management and leadership from Southern Virginia University. Patrick served as president of the South Plains Trial Lawyers Association from 2018-2019. 

Patrick resides in Wolfforth, Texas (just outside of Lubbock) with his two daughters and his Tesla Model Y. 

RSP, CTFA

Dustin serves as a Board Member and as a settlement planner. He joined Amicus in 2006 and has served in several roles over the years as he progressed from Financial Analyst to Case Manager to Settlement Planner to Senior Settlement Planner. He holds the Registered Settlement Planner and Certified Trust and Fiduciary Advisor professional designations. He works regularly with attorneys, financial planners and clients to make progress toward client goals. When Dustin is in charge, the trains always run on time. So, he tends to lead the highest priority projects for the company. Dustin received his Bachelor’s degree in Personal Financial Planning from Texas Tech University, graduating summa cum laude. 

Dustin lives in Lubbock, Texas, with his wife and two daughters. His recreational interests include traveling, enjoying the outdoors, and camping. 

JD, LLM, MS, CFIRS®

David has over ten years of experience in the areas of trust company oversight, management, administration and operations. He has served as a financial institution examiner with the South Dakota Division of Banking, as a compliance officer for multiple trust companies, as a trust officer, and as a trust company consultant. Mr. Peterson attended the University of Sioux Falls and received his Bachelor of Arts degree in Business Administration. Mr. Peterson also attended Creighton University in Omaha, Nebraska, and received his Juris Doctor and Master of Science. He later attended the Cannon Financial Institute where he received his Certified Fiduciary Investment and Risk Specialist (CFIRS™) designation. Mr. Peterson also attended the University of St. Thomas in Minneapolis, Minnesota, and received his LLM in Compliance and Organizational Ethics in May 2019.