Fueled by

FAMILY
VALUES.

We drill down to what really matters.

We built a firm that reflects these core values.

Anchored in tradition...

Jon Nettles

Co-owner & CEO

Revo Financial took root in the oil, gas, and chemical industry. Founders Jon Nettles and Bob Marlowe (learn more about our history) wanted to build a firm that worked for their former colleagues. That means, Revo has valued, strategy, and productivity from day one. We also understand the nature of the oil and gas business—how regulators and market forces can drastically impact performance; the revolving door of talent as companies refocus every few years; and the American dream that fuels all of it. At Revo, we put the same efficiency that fuels a successful career in oil and gas to work for clients like you. And we’re building with the future in mind, tapping a new generation of talent to take the firm forward.

Lucas and Lydia understand tradition; they also have their eyes on the horizon. Our next-generation financial specialists come to the firm with their own expertise. Lucas specializes in working with business owners, and is helping to grow Revo into the future. Lydia holds an insurance license, allowing her to help generate custom risk management and income solutions for Revo clients. 

As parents with young children, both Lucas and Lydia understand the need to focus on growth while simultaneously protecting the things that 

...focused on the future.

Lucas Nettles

President and Certified Financial Planner

Lydia Admire

Income and Risk

Specialist

What’s in a name?

THE REVO ORIGIN STORY

Financial planning requires you to balance different goals. Sometimes, that means reconciling different priorities. Building (and naming) a business is no different.

Revo’s co-founders came from competing universities. Bob Marlowe was a University of Texas alumnus, while Jon Nettles graduated from Texas A&M.

The duo joined the names of the two team mascots—Bevo and Reveille—to come up with the firm’s name.

Initially, Jon hoped the pronunciation would rhyme more with rev (like ‘rev your engines’) instead of just pronouncing Bevo with an R. However, with Bob’s passing in 2025, we’ve come to look at the way we pronounce our firm as a true testament to Bob and the influence he’s had on our firm.

As a man who “walked the walk” prioritizing faith and family, Bob helped influence the culture at this firm as much as he influenced the name, and we work to honor his legacy every day.

HONORING BOB

Bob Marlowe

Co-founder

Value at every step

It’s one thing to have a plan; it’s another to use it. Our top-notch team helps ensure the t’s are crossed and the i’s are dotted, whether that’s helping you get your accounts set up or making sure we check in with you on a regular basis. Both Peggy and Selina understand the world of investing and financial services, as well as the values that propel our firm and our clients. They create a next-level client experience from the very first email. 

Peggy Mogus

Office Manager & Client Services

Selina VanCleave

Business Operations

Our partners

Revo works with top providers across investing, insurance, technology, and more. These tools allow us to focus on you while delivering best-in-class opportunities. It’s this approach to personalization that allows us to build portfolios and plans that reflect your values. 

Custodians

Investments and data

Optimization and planning