by common values of integrity, respect, and humility. These values help form the foundation for the relationships we build with each one of our clients. You will find that we are reliable, down to earth people, grounded in the belief that we must earn your trust every day.
CFP®, CIMA®
Brad and his wife Lisa have three children. Brad enjoys spending time with family, being outdoors, fishing, playing golf, and eating good food.
Brad is involved in the community. He is a member of the Downtown Rotary Club and Young Texans Against Cancer. He was a past board member of the Cotulla La Salle County Chamber of Commerce.
210-756-2574
Jonathan and his wife Mallory enjoy traveling, anything outdoors and college football.
Jonathan earned his B.B.A. in Finance from the University of Notre Dame. He obtained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation. With his passion to serve the community, Jonathan currently sits on the Boards of Sunshine Cottage School for the Deaf and the Children’s Hospital of San Antonio Foundation.
210-756-2572
When away from the office, you will find Randy at his local CrossFit box.
Randy is a San Antonio native and alumni of St. Anthony Catholic High School. He also serves on the Board of Directors for the UTSA Alumni Association. He currently resides in San Antonio along with his family including wife, Jacy and three daughters. They are very active in their parish community, as well as several non-profit organizations.
210-756-2573
In her personal time, she enjoys traveling the world, attending local social events, and running.
She began working in the financial services industry in 2007, where she served as a branch manager assistant at Bank of America. She earned a M.B.A. from Texas A&M University- San Antonio and a B.A. in Business Administration from Texas Tech University. Martha earned the designation of Chartered Retirement Planning CounselorSM in 2020.
A native San Antonian, Martha is actively involved in the San Antonio community and supports local non-profit organizations and small businesses.
210-756-2571
CFP®, CIMA®
Brad and his wife Lisa have three children. Brad enjoys spending time with family, being outdoors, fishing, playing golf, and eating good food.
Brad is involved in the community. He is a member of the Downtown Rotary Club and Young Texans Against Cancer. He was a past board member of the Cotulla La Salle County Chamber of Commerce.
Jonathan and his wife Mallory enjoy traveling, anything outdoors and college football.
Jonathan earned his B.B.A. in Finance from the University of Notre Dame. He obtained his CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® designation. With his passion to serve the community, Jonathan currently sits on the Boards of Sunshine Cottage School for the Deaf and the Children’s Hospital of San Antonio Foundation.
When away from the office, you will find Randy at his local CrossFit box.
Randy is a San Antonio native and alumni of St. Anthony Catholic High School. He also serves on the Board of Directors for the UTSA Alumni Association. He currently resides in San Antonio along with his family including wife, Jacy and three daughters. They are very active in their parish community, as well as several non-profit organizations.
In her personal time, she enjoys traveling the world, attending local social events, and running.
She began working in the financial services industry in 2007, where she served as a branch manager assistant at Bank of America. She earned a M.B.A. from Texas A&M University- San Antonio and a B.A. in Business Administration from Texas Tech University. Martha earned the designation of Chartered Retirement Planning CounselorSM in 2020.
A native San Antonian, Martha is actively involved in the San Antonio community and supports local non-profit organizations and small businesses.