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.

• Retirement Planning
• Wealth Management
• Trust Services
• Business Retirement Planning (401ks, SIMPLE IRAs, SEP IRAs)
• College Education
• Long-term Care Insurance
• Life insurance

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

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.

Hwy. 151
8439 Texas Highway 151
San Antonio, TX 78245

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.

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 and camping.

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

Mr. Gamez experience and expertise allow him to assist members with comprehensive wealth management. Working with members directly, Joe will help identify financial needs, develop and implement appropriate strategies for their goals.

Mr. Gamez began his career in the financial services industry in 2000. During this time Mr. Gamez has worked closely with clients to help develop paths to meet their financial goals as well as supervised teams of other financial advisors. He is a Registered Securities Representative, Investment Advisory Representative and Life Insurance Agent. He is a graduate of Our Lady of the Lake University.

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

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.

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 BBA 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 tailored financial solutions, whether it be retirement planning, wealth management, life insurance or education planning. She can customize a financial strategy to help you achieve your financial goals and she prides herself in building long-term relationships.

Ms. Serna enjoys traveling, photography, cycling, golf, and pickleball. She enjoys cheering on the UTSA Roadrunners and the San Antonio Spurs. Sue also enjoys volunteering with the Security Service Volunteer Corps and since 2015 has been raising money for the Children’s Cancer Research Fund through the annual Great Cycle Challenge event in September.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, CFP^® and CFP^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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 31 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. In his spare time he enjoys the outdoors, skiing, and running half marathons competitively. 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 pursing 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 Advisory Representative, he also holds FINRA 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 Securities Representative, Investment Advisor 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. Chapman has over 20 years of experience in the financial services industry. Prior to joining SSIG, she worked for 12 years with Planto Roe Financial Services as their new business coordinator, processing all new business applications and handling policy service. Prior to that, she was affiliated with Silver Oak Financial Services where she reviewed and processed new business, handled related matters, performed policy service and was the office manager.

Now with Security Service Investment Group, Ms. Chapman will be assisting and supporting our financial advisors in serving our members, tracking production and ensuring that our members’ needs are met.

Mount Caramel
310 East Abriendo Ave.
Pueblo, CO 81004

Ms. Hughes has worked in financial services for more than 11 years as a sales assistant. Prior to joining Security Service Investment Group, she was a Registered Sales Assistant at Smith Barney. Ms. Hughes has also worked for the City of Pueblo and for the Colorado State Fair. When Ms. Hughes isn’t assisting investors, she enjoys creating pottery in a local art studio.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Ms. Mejia has been with Security Service Federal Credit Union since April 2007. She comes to us from the Account Services Department where she was an Account Analyst that dealt directly with Individual Retirement Accounts (IRAs). 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. Her focus is on ensuring the smooth flow of information and resolution to meet the needs of existing and prospective clients. On her free time she enjoys spending time with her family & friends, playing co-ed flag football, and Sunday BBQs.

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.