Phone: (806) 355-4474 Location: 7010 SW. 45th Ave. Bld. 1 Ste. 3 Amarillo, TX 79109
Your Partners In Financial Success
Our Mission
To provide clear, compassionate, and thoughtful financial guidance that helps our clients achieve peace of mind and long-term success.
Our core values:
- Integrity: We put your best interests first, always.
- Clarity: We break down the numbers so you can understand your options.
- Personalization: Your plan is as unique as you are.
- Excellence: We stay ahead of the curve to deliver top-tier advice.
Our Story
Founded in 2024, Shoreline Planning Partners, LLC was born out of a simple belief: financial planning should be approachable, transparent, and tailored to each individual’s dreams. With over 30 years of experience in the industry, our team has guided families, professionals, and retirees through life’s financial milestones—from buying a first home to planning a legacy. We combine financial knowledge with a personal touch, ensuring you feel confident and empowered in every decision. Our commitment is to simplify the complex and turn your goals into reality.
Meet Your Team
Justin Bates, Founder & Financial Advisor
With over 12 years of experience in the financial industry, Justin Bates is the driving force behind [Your Company Name], where he serves as Founder and Lead Financial Planner. Passionate about making financial planning approachable for everyone, he teamed up with Steve Sterling to build a practice that empowers clients in Amarillo and beyond to achieve their goals. When he’s not analyzing portfolios or strategizing for clients, Justin enjoys casting a line fly fishing, coaching high school sports, and unwinding with his wife and their barnyard full of animals. His blend of expertise and down-to-earth approach makes him a trusted guide for those navigating their financial futures.
Office: (806) 355-4474
Steve Sterling, Financial Advisor
Steve Sterling brings over 30 years of experience to Shoreline Planning Partners LLC, where he serves as a dedicated financial advisor committed to helping clients achieve their financial dreams. His career in financial services began in 1992 in Panhandle, TX, and he has since built a reputation for providing thoughtful, client-focused guidance. Known for his clear communication and steady approach, Steve takes pride in simplifying complex financial concepts to empower his clients. When he’s not working with clients, Steve enjoys going to the mountains, fly fishing and spending time with his wife Kim and his two kids and three grandkids. supporting local Amarillo causes.
Debra Howell, Administrative Assistant
Debra Howell is the heartbeat of our Amarillo office at Shoreline Planning Partners LLC, serving as our dedicated Administrative Assistant. With her exceptional organizational skills and friendly demeanor, Debra ensures everything runs smoothly behind the scenes, supporting our team and clients alike. She’s the welcoming voice on the phone and the steady hand keeping our day-to-day operations on track, making her an essential part of our mission to deliver top-notch financial guidance. Debra brings a personal touch to everything she does, inspired by her love for baking, gardening, and spending quality time with her large family. Whether she’s perfecting a new recipe, tending to her vibrant garden, or gathering with loved ones, she finds joy in creating and nurturing—qualities that shine through in her work. Her warmth and attention to detail make every client interaction a little brighter. A proud member of the Amarillo community, Debra is passionate about supporting our team as we help clients build secure futures. She’s been with us for over 20 years, and we couldn’t do it without her!