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Contact a Financial Consultant

Please send all correspondence to:
16211 La Cantera Parkway, San Antonio, Texas 78256
800-435-6457

For all of your investment and insurance needs, please contact the most appropriate consultant from the list below.

Financial Consultants - Texas

Joseph H. Cater - Senior Financial Consultant
Isom Service Center
10205 Oasis (Isom at 281)
San Antonio, Texas 78216
210-476-4299 (direct)
Joseph.Cater@primevest.com
Brett Haviken CFP® - Senior Financial Consultant
Hwy. 90 Service Center
7323 Highway 90W
San Antonio, Texas 78227
210-476-4090 (direct)
Brett.Haviken@primevest.com
Brandon P. Medina - Senior Financial Consultant
Windcrest Service Center
4910 Windsor Hill
San Antonio, Texas, 78239
210-476-4342 (direct)
Brandon.Medina@primevest.com
Moses Moreno - Senior Financial Consultant
Bandera Service Center
5757 NW Loop 410
San Antonio, Texas 78238
210-476-4116 (direct)
Moses.Moreno@primevest.com
Kent Mulkey - Senior Financial Consultant
DeZavala Service Center
12707 IH 10 West (DeZavala Road Exit)
San Antonio, Texas 78230
210-476-4781 (direct)
Kent.Mulkey@primevest.com
Susanne Serna - Senior Financial Consultant
Hwy. 90 Service Center
7323 Highway 90 West
San Antonio, TX 78227
210-476-4521 (direct)
Susanne.Serna@primevest.com
William Young - Senior Financial Consultant
1604/Bandera Service Center
9253 N. Loop 1604 West
San Antonio, Texas 78249
210-444-3108 (direct)
William.Young@primevest.com
   

Financial Consultants - Colorado

Charles Hart - Senior Financial Consultant
Mt. Carmel Service Center
310 East Abriendo Ave.
Pueblo, CO 81004
719-265-2690 (direct)
Charles.Hart@primevest.com
Lloyd Lacy - Senior Financial Consultant
Academy Service Center
1910 North Academy
Colorado Springs, Colorado 80909
719-265-2386 (direct)
Lloyd.Lacy@primevest.com

Registered Sales Assistants

Monique Cassidy- Registered Sales Assistant
Corporate Headquarters
16211 La Cantera Pkwy
San Antonio, TX 78256
210-476-4774 (main)
Monique.Cassidy@primevest.com
Alfredo Garza - Registered Sales Assistant
Corporate Headquarters
16211 La Cantera Pkwy
San Antonio, TX 78256
210-476-4774 (main)
Alfredo.Garza@Primevest.com
Meredith Rose - Registered Sales Assistant
Corporate Headquarters
16211 La Cantera Pkwy
San Antonio, TX 78256
210-476-4617 (direct)
Meredith.Rose@Primevest.com
   

Management

John J. Dallahan
Vice President - Financial Services
Corporate Headquarters
16211 La Cantera Pkwy
San Antonio, TX 78256
210-476-4774
John.Dallahan@Primevest.com
   

Securities and Insurance provided by PrimeVest® Financial Services, Inc. PrimeVest® Financial Services is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA.

Securities and Insurance Products:
Not NCUSIF-Insured • Not Insured by any Federal
Government Agency Not Financial Institution Guarantee •
May Lose Value • Not a Deposit

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PrimeVest privacy policy and other important information

 

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