Prepared for the Unexpected
Prepared for the Unexpected: A Gift of Love and Peace By Melinda Adams, Financial Advisor, CEPA® This past 4th of July weekend, Central Texas was hit with devastating flash floods. In a matter of moments, lives were lost, homes were destroyed, and families were left to pick up the pieces. It […]
Dossier – Sendero Wealth Management
Elizabeth Flavin Crawford, Partner | Chief Executive Officer Breaking Barriers: How Sendero Wealth Management is Redefining Financial Advisory for Professional Women In a traditionally male-dominated industry, Sendero Wealth Management in San Antonio, Texas, is setting a new standard by focusing on the unique financial needs of professional women. Led by CEO and […]
Dossier – Bank of Texas
Relationships Matter Although Bank of Texas is new to San Antonio, it has a long history. Its roots date back to 1910 when the original Bank of Oklahoma was founded on Tulsa’s oil fields. Today, the bank operates in eight states and does business as Bank of Texas in Texas. According to […]
Dossier – American Bank
Kyle Zenner, Managing Director, Wealth Advisor Susan Wiesner, Managing Director, Fiduciary Services Candace Tottenham, Senior Fiduciary & Compliance Officer Brad Honer, Director, Investment Services and Products What do you love most about working in financial services? Working in financial services is an exciting blend of problem-solving and impact—every day brings new challenges that […]
Dossier – Armand Financial
Sarah A. Ramirez, President and Founder What is your specialization in the financial services industry? I specialize in comprehensive wealth solutions for executives and business owners navigating complex financial situations that go far beyond traditional financial strategies. While many financial professionals offer cookie-cutter solutions, I partner with professionals to navigate the financial complexity […]