Meet Our Financial Advisors

The Rim
18103 IH-10 W.
San Antonio, TX 78257

After serving an overseas tour in the U.S. Army, Robert attended the University of Texas San Antonio. He graduated Cum Laude with a Bachelor of Business Administration in Management with an International Business concentration.

Upon graduation, he immediately joined the financial services industry and held multiple positions from Private Client Advisor to Registered Principal with Ameriprise Financial, JP Morgan Securities, and Bank of America Merrill Lynch.

As a Chartered Retirement Planning Counselor®, Robert works closely with clients to build long-term relationships providing tailored financial solutions. Robert is able to develop a customized financial strategy suited to your individual needs.

• Fiduciary Services
• Retirement Planning
• Wealth Management
• Tax Free Investing
• Charitable Giving
• Trust Services
• Business Retirement Planning (401ks, SIMPLE IRAs, SEP IRAs)
• College Education
• Long-term Care Insurance
• Life insurance
• Annuities

Outside of work Robert enjoys traveling with his family, attending country music concerts with his wife, and being outdoors with his son and daughter.

McColl
621 E. Pecan Blvd.
McAllen, TX 78501

Prior to the financial services industry, Joe served in the United States Marine Corps. Most of his military career was spent as a Marine Security Guard, providing diplomatic security to American Embassies and Consulates. His career also offered him the opportunity to travel to different countries and experience many cultures. After his service, he earned a Bachelor of Science degree from Texas A&M University - Corpus Christi and a Master of Business Administration from The University of Texas - Pan American.

Joe holds the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating his expertise in helping employers manage their fiduciary duties. He believes in continuous learning and self-improvement and is currently working toward earning the Chartered Financial Consultant® (ChFC®) credential.

He enjoys giving back to the community. He is a past board member of the McAllen Public Library Advisory Board and graduate of Leadership McAllen Class 36. He’s also a member of the Marine Corps League RGV Detachment #1456

Joe married his wife in 2013 and they have two kids. He enjoys spending his free time with his family and training for triathlons and other endurance sports.

Trenton
7906 N. 10th St.
McAllen, TX 78504

With a Bachelor of Finance and a background in education, Mr. Casarez understands the importance of knowledge and understanding when planning for financial goals. Whether it’s planning for education, a major purchase, or living in retirement, Mr. Casarez’s approach begins with educating his clients on implementing investment strategies that will help them achieve those goals.

Mr. Casarez has been developing ongoing financial planning relationships since 2013 when he made the transition from education to financial planning. He has worked with Edward Jones and JP Morgan Private Client and understands that goals are individual and specific. Keeping a close relationship with his clients allows Mr. Casarez to adjust and implement new strategies to keep his clients on the roadmap to their own financial freedom. Schedule a visit with Mr. Casarez and let’s start on your roadmap.

In his spare time, Mr. Casarez enjoys fishing, home DIY projects, cooking, grilling, and sharing a meal with family and friends.

1604/Culebra
5750 W. Loop 1604 N.
San Antonio, TX 78251

Mr. Cazarez has been providing investment and advisory services to his retail clients since 2013. His previous retail advisory firms include Edward Jones and Bank of America/Merrill Lynch. He is a graduate of New Mexico State University with a Bachelor of Science in Mechanical Engineering and Eastern Michigan University with a Master of Business Administration.

Mr. Cazarez’s extensive experience, which ranges from financial security, retirement readiness and college planning, allows him to help members with many aspects of financial planning. He provides personalized service in meeting with clients, understanding their investment needs and assisting in the development of plans designed to help meet financial goals.

During his spare time, he enjoys spending time with his wife, toddler twins and dogs. His hobbies include travel, outdoor activities, automotive, home improvement and woodworking projects.

1604/Bandera
9253 N. Loop 1604 W.
San Antonio, TX 78249

Mr. Feldman entered the financial services industry in 1997 after earning his Bachelor of Business Administration degree from the University of Texas at San Antonio. Mr. Feldman is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He helps members reach their retirement, education, and financial goals through professional guidance and insight into a wide range of products and services. Mr. Feldman has also worked for a number of financial service organizations such as Bank of America Investment Services and Citicorp Financial Services.

In his spare time, Mr. Feldman enjoys golfing, camping and traveling with his two sons.

Evans
21102 U.S. 281 N.
San Antonio, TX 78258

Mr. Gamez has over 20 years of experience in wealth management. Throughout his career he has led teams of financial advisors as a Registered Principal, managed independent firms, and worked closely with clients identifying their financial needs to develop and implement appropriate strategies to help reach their goals.

Mr. Gamez is a Registered Securities Representative, Registered Securities Principal, Investment Adviser Representative and Life Insurance Agent. Joe is also a proud graduate of San Antonio's local Our Lady of the Lake University.

In his spare time, Joe enjoys spending time with his family, being active with his church, travelling, and writing music.

Highland Hills
1507 Goliad Rd.
San Antonio, TX 78223

For more than 50 years, Security Service has been addressing members' financial needs by offering financial products and services of the utmost value, quality, and convenience. Mr. Garza has been in the financial services industry since 2006. He earned his Bachelor of Arts from Texas A&M University at Kingsville. Mr. Garza is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He uses a clear and educational approach to explain investment selections. His conservative, long-term approach to investing follows the principles of diversification and asset allocation to help achieve financial goals. In his free time, Mr. Garza enjoys outdoor/wildlife photography, hiking, and spending time with his wife and 2 daughters.

Windcrest
4910 Windsor Hill
San Antonio, TX 78239

Mrs. McCord has been in the financial services industry since 2007 and she is a graduate of Texas A & M University. Mrs. McCord is a registered Securities Representative, Investment Advisor Representative and a Life Insurance Agent who prides herself in building lasting client relationships based upon exceptional service and client education. She creates customized financial and retirement plans for individuals and families that address their specific needs, wants and goals.

Mrs. McCord is an avid home decorator and is known to always have a project. She is the proud mother of three boys, enjoys entertaining friends, attending Aggie football games with her family and traveling with her husband.

De Zavala
12707 IH-10 West
San Antonio, TX 78230

Mr. Mulkey’s personal goal is to offer the finest investment products and services to clients with the utmost honesty and personal integrity. He emphasizes education to ensure his clients are comfortable with investment strategies to provide for their financial independence. With a focus on attainable financial goals, Mr. Mulkey helps his clients identify short- and long-term objectives to develop a customized plan.

Mr. Mulkey has worked at Security Service since 1993, and joined the investment group in 2001. He holds a bachelor’s degree in business administration from the University of Texas at San Antonio and is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent.

Mr. Mulkey volunteers with Girls Scouts of America, YMCA, and a variety of his daughter’s extra-curricular activities. He also enjoys hunting, fishing, home improvement, and gardening.

The Rim
18103 IH-10 W.
San Antonio, TX 78257

After graduating from Johnson high school, Graham attended the University of Texas at San Antonio. He graduated with a Bachelors in Multidisciplinary Studies focusing on Business, Communications, and Health.

Upon graduation, he obtained his General lines Life and Health license with New York Life before making the jump to financial services accepting a role with Bank of America Merrill Lynch. Graham spent almost 3 years at Merrill, earning both his Series 7 and Series 66 while servicing clients in the San Antonio community as a Financial Advisor. While at Merrill, Graham worked closely with clients to build long-term relationships providing client-tailored financial solutions. He developed a customized financial strategy suited to clients’ individual needs.

Outside of work, Graham enjoys spending time outdoors, riding motorcycles, and BBQ’ing.

Hwy. 46 / New Braunfels
1692 W. State Highway 46
New Braunfels, TX 78132

Christopher Sanger has been in the financial services industry over 14 years. He graduated from Texas A&M University - Kingsville with a Master of Business Administration degree with a 4.0 GPA.

His previous firms include Wells Fargo and Morgan Stanley. As a Chartered Retirement Plans Specialist^® , and Financial Advisor with Raymond James, Mr. Sanger has established a wealth management process designed to provide clients with a consultative, proactive goals-based approach focused on comprehensive financial planning that puts his client's needs first.

Mr. Sanger has served as a Texas City councilman, college football coach, and entrepreneur. He draws from a diverse set of experiences and strong relationships with successful leaders across the United States. He genuinely enjoys helping others discover their full potential by subscribing to a “whatever-it-takes” mentality through servant leadership.

In his free time, Mr. Sanger serves on the board of the Texas Emerging Leaders. He also enjoys volunteering for organizations that help Veterans and coaching little league sports because he understands mentoring children is vital to a prosperous future for our country.

Raymond James is not affiliated with and does not endorse the entities mentioned above.

Highway 90
7323 Highway 90 W.
San Antonio, TX 78227

Ms. Serna has been in the financial services industry since 1998. She graduated from the University of Texas at San Antonio with a Bachelor of Business Administration and earned her MBA from Our Lady of the Lake University. In 2009 she became a CERTIFIED FINANCIAL PLANNER ™ professional.

As a CERTIFIED FINANCIAL PLANNER ™ professional, Ms. Serna works closely with clients to create customized financial plans, whether it be retirement planning, wealth management, life insurance or education planning. She can tailor a plan to help you achieve your financial goals and she prides herself in building long-term relationships.

Ms. Serna enjoys traveling, photography, golf and tennis. She enjoys cheering on our UTSA Roadrunners, the San Antonio Spurs and is a member of the Security Service Volunteer Corps.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Mt. Carmel
310 East Abriendo Ave.
Pueblo, CO 81004

Mrs. Chorak has worked in financial services since 2000. She is a Chartered Retirement Plan Specialist and works with clients to craft and implement strategies for retirement and other investment goals. Her investment philosophy is based on financial planning, asset allocation and diversification.

Mrs. Chorak, her husband and son enjoy staying physically active, are avid sports fans and are long-time supporters of CSU-Pueblo Athletics. She also enjoys cooking, reading and is an active volunteer with several youth related community projects.

Fort Collins
1025 E. Swallow Rd.
Fort Collins, CO 80525

Ms. McConnell has been in the financial services industry for more than 20 years. Prior to joining Security Service Investment Group, she served as Corporate Vice President for SummitView Capital in Denver. She also served as Vice President and Head of the Fixed Income Trading Division of John G. Kinnard, in Colorado. Ms. McConnell was Head of the Long-Term Care Insurance Division of a local investment planning company and also worked in the wealth management department. She has held positions in bond and equity trading, working with Fortune 500 companies, institutions, and individuals.

Ms. McConnell received her MBA in 1997 from the University of Massachusetts in Amherst and is an Investment Advisory Representative and Insurance Agent. She helps clients plan for a successful future by setting goals that include investment and insurance planning. Ms. McConnell's approach is balanced with a long-term philosophy using asset allocation and portfolio diversification. In her spare time, she enjoys photography and hiking. Ms. McConnell also volunteers with the elderly at local assisted living facilities.

Mt. Carmel
310 East Abriendo Ave.
Pueblo, CO 81004

Mr. Salardino has worked in financial services for more than 30 years. He is a CERTIFIED FINANCIAL PLANNER™ professional and focuses on financial and goal planning to work towards achieving long-term investment results for his clients.

Mr. Salardino is very involved in the Pueblo community. He serves on the board of St. John Neumann Catholic School and as president of both the Pueblo Sister City Commission and the Dante Alighieri Society. He is a former Pueblo City Councilman.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Raymond James is not affiliated with and does not endorse the entities mentioned above.

Briargate
1485 Kelly Johnson Blvd
Colorado Springs, CO 80920

Mr. White began his career in the investment business in 1989 as a financial advisor at a major New York brokerage firm, and has served in various capacities in the field over the past 32 years. He earned a Bachelor of Science degree in Mathematics and Mathematics Education from the University of Texas at Austin, and also studied Electrical Engineering at The Ohio State University. He has worked in financial advisory, asset management, mutual fund advisory, and financial advisor consulting for such firms as Paine Webber, Merrill Lynch, Pioneer Investments, Lazard Freres and JP Morgan.

He values relationships built on trust and understanding long-term goals. His financial and mathematical experience and acumen serve his clients’ interests well. He is active in philanthropic endeavors with his church and other non-profit organizations. He and his wife Susan, love Colorado and enjoy trail running, hiking and camping. He is also involved in the lives of his remarkably amazing (ok, some bias here) five grown children.

Orem
175 E. 200 S.
Orem, UT 84058

Kelly has worked in the securities industry for nearly 10 years. After working for several large investment firms, Kelly gained experience in developing investment strategies for clients in different life stages and with varying investment needs and risk profiles. He encourages every client to take a long-term view when pursuing their financial goals.

Kelly graduated from Westminster College with a Master’s of Business Administration and from Utah State University with a Bachelor’s degree in business marketing. He is a Registered Securities Representative and an Investment Adviser Representative, he also holds Series 7, 63, 66 and 55 securities licenses.

When he’s not helping clients create financial plans for the future, Kelly enjoys spending time with his family. He is an avid sports fan, especially hiking, swimming, golf and football.

S. Jordan
10404 S. Redwood Rd.
S. Jordan, UT 84095

Mr. Finneman has been in the financial services industry since 2003 and he is a graduate of Westminster College in Salt Lake City, Utah. His previous retail advisory firms include E*TRADE, TD Ameritrade and Scottrade as Branch Manager. Mr. Finneman is a Registered Representative, Investment Adviser Representative and a Life Insurance Agent. Mr. Finneman experience and expertise allows him to assist members with comprehensive financial solutions. Working with members directly, Randy prides himself in building lasting client relationships based upon exceptional service and client education. He creates customized financial and retirement plans for individuals and families that address their specific needs, wants and goals.

Mr. Finneman is married with 4 children and 2 grandchildren. In his spare time, Mr. Finneman enjoys traveling with family, mountain biking, golfing and spending time with his family.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Ms. Cassidy is a registered securities representative and has over 30 years of experience in the financial services industry, including retail and institutional sales support, trading, discount brokerage, management, and training roles. She joined the SSIG team in August 2007 after her tenure with World Savings Bank, where she managed the short term assets and liabilities of the company.

Ms. Cassidy is committed to providing an excellent customer service experience for our members and supporting our Financial Advisors in order to ensure the investment needs of our members are fully met.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Ms. Alexis Garcia has been with Security Service Federal Credit Union since 2016. She served as a Senior Member Service Representative and joined Security Service Investment Group in 2021 as an administrative assistant. She received her associate degree from Palo Alto College and is currently attending Texas A&M San Antonio to obtain her bachelor’s degree in finance. Ms. Garcia has her Group one annuities, life, and health insurance license.

She is bilingual and committed to providing quality customer service to our members and supporting our existing clients. Outside of work, Ms. Garcia enjoys traveling with family and friends.

Mount Caramel
310 East Abriendo Ave.
Pueblo, CO 81004

Maria Hughes is a Registered Sales Assistant at Security Service Investment Group. She has worked in the financial services industry for more than 17 years and has been with Security Service Investment Group since 2011. Prior to joining Security Service Investment Group, she worked for the City of Pueblo and Smith Barney / CitiGroup. Ms. Hughes is a native of Colorado and graduated with a bachelor’s degree from Colorado State University – Pueblo. Her certifications include the Series 7, 63, and 66.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Ms. Venessa King, Sales Assistant, has more than 14 years of experience in the industry, primarily as a back-office operations professional. Prior to joining Security Service Investment Group, she worked as a Field Operation professional with Ameriprise Financial.

Ms. King graduated from New Mexico State University with a Bachelor of Business Administration. When she isn’t assisting investors, Ms. King enjoys being with her three kids and helping them grow to be great people.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Ms. Mejia has been with Security Service Federal Credit Union since April 2007. Her time with the Credit Union has allowed her to truly understand the principle of our mission statement of delivering personalized service to help build strong financial futures. She began her career in the Account Services Department where she was an Account Analyst II that dealt directly with Individual Retirement Accounts (IRAs). Her focus now with Security Service Investment Group is to enhance & track production revenue for Management, while acting as a liaison between the department & third party investment service providers with regard to record keeping & reporting. On her free time she enjoys spending time with her family & friends, training Jiu Jitsu, and Sunday BBQs.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Briannah Zavala, Administrative Assistant, served as a Member Relationship Officer for Security Service Federal Credit Union prior to joining Security Service Investment Group and brings a diverse background in banking and client relationships.

Briannah’s time in banking gives her valuable knowledge and experience, enabling her to better serve our members. She shares the same core values as Security Service and hopes to enrich the lives of every member she meets with dedication and integrity. Briannah is a devoted mother to her wonderful daughter. She also enjoys cooking and homemaking.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Mr. Damiani has been in the financial services industry for over 30 years and holds a Bachelor of Science Degree from the University of Massachusetts at Amherst. He is a Registered Securities Representative, Registered Securities Principal, an Investment Advisory Representative, and Life Insurance Agent.

Over the years he has worked in the industry in many different capacities but his passion is helping clients develop and clarify their financial goals; then helping them to implement and monitor the plans necessary to achieve those goals. Mr. Damiani is inherently conservative in his approach to investing and always strives to distil complex financial concepts down to plain English. This has allowed him to build lifelong relationships with his clients.

Mr. Damiani has five children, one of whom is attending Texas A&M University and another who is attending the University of Houston. Mr. Damiani is an avid boater and when he’s not in his office helping clients or at a sporting event at one of his two favorite Universities, you’ll find him relaxing on his boat at Lake Travis.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Mr. Tabor has worked in the financial services industry for more than 30 years, acting as a Financial Advisor as well as several senior-level management roles.

He is a graduate of the University of Tennessee at Knoxville where he earned a Bachelor of Science degree in Business Management. He currently holds securities licenses 6, 7, 63, 24, 26, and 51.

Mr. Tabor brings a valuable depth of experience to the credit union and Security Service Investment Group. His career includes working at one of the largest regional banks in the country for 15 years, and as president of a boutique California-based financial management firm with more than 100 advisors for six years.

In his spare time, he enjoys spending time with family, watching sports, traveling, and cooking.