Professional Associations and Credentialing

Our advisors are active in many business and professional organizations.  

Municipal Securities Rulemaking Board*

National Futures Association*

Financial Industry Regulatory Authority*

Bar Association

Certified Financial Planner

Certified Public Accountant

Chartered Life Underwriter

Chartered Financial Consultant

Million Dollar Round Table

Women in Insurance & Financial Services

Association for Corporate Growth Central Texas Chapter

Financial Services Exchange

The National Due Diligence Alliance

San Antonio Women’s Chamber of Commerce

Real Estate Investment Securities Association

Barton Hilltop Homeowners Association

Diversity and Inclusion Committee for the San Antonio Human Resource Management Association

Austin Hispanic Chamber of Commerce

*Member