Meet Our Financial Advisors

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

After serving in the U.S. Army, Robert attended the University of Texas San Antonio and graduated Cum Laude with a Bachelor of Business Administration in Management with an International Business concentration. Upon graduation, he joined the financial services industry and held multiple positions.

Robert was named to the Raymond James Executive Council in 2023, presented annually to select advisors reflecting their achievements. He was also named to the Executive Council in 2020, 2021, and 2022. As a Chartered Retirement Planning Counselor^®, Robert works closely with clients to build long-term relationships with tailored financial solutions and a customized strategy suited to your individual needs.

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

*2023 membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

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 get started 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 clients 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.

Mr. Cazarez is also happy to speak with clients in Spanish.

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. He is a Registered Securities Representative, Investment Adviser Representative, and Life Insurance Agent.

Mr. Feldman helps clients reach their retirement, education, and financial goals through professional guidance and insight into a wide range of products and services. He 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 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

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 Adviser 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 two 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 Adviser 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.

Virtual Branch
1500 IH-10 West
San Antonio, TX 78249

Mr. Mulkey’s personal goal is to offer suitable 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 help 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.

He 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 Adviser Representative, and Life Insurance Agent.

Mr. Mulkey volunteers with numerous local charitable organizations. He also enjoys hunting, fishing, home improvement, and gardening.

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

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, earning both his Series 7 and Series 66 while servicing clients in the San Antonio community as a Financial Advisor.

As a Financial Advisor, Graham works closely with clients to build long-term relationships providing tailored financial solutions. Graham can develop a customized financial strategy suited to your individual needs.

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

Highway 151
8439 Texas Hwy 151
San Antonio, TX 78245

After graduating from Central Catholic High School, Mr. Rodriguez attended St. Mary’s University. He began his professional journey at Charles Schwab where he gained valuable industry knowledge, including simple investing strategies and the importance of utilizing appropriate investment vehicles to achieve long-term goals.

One of his primary focuses is providing client education, simplifying complex financial concepts into plain English, and collaborating with clients to help them achieve their desired outcome. His investment principles focus on healthy cash flow, careful diversification, intentional asset allocation, and discipline.

Outside the office, you can find Rudy at the local gym or exploring trails with his dogs. If you have the chance, ask him about the books he is currently reading.

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

Christopher Sanger began in the financial services industry in 2007. 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 clients' 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 Community Development Advisory Committee of the City of New Braunfels, the Finance Board of the historic First Protestant Church of New Braunfels, and the board of 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 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 and 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 large, multinational companies, institutions, and individuals.

Ms. McConnell received her MBA in 1997 from the University of Massachusetts in Amherst and is an Investment Adviser 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.

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 34 years. He earned a Bachelor of Science degree in Mathematics and Mathematics Education from the University of Texas at Austin and 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 help serve his clients’ interests well.

Mr. White 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 eight grown children.

Mount Caramel
310 East Abriendo Ave.
Pueblo, CO 81004

Maria Hughes has been dedicated to meeting the financial needs of individuals, families, and businesses for over two decades. She strives to establish lasting relationships with her clients by understanding their objectives and providing practical strategies for every aspect of wealth planning.

Originally from Pueblo, CO, Maria graduated from Colorado State University - Pueblo with a Bachelor of Science in Art. In 2022, she earned the prestigious AAMS™ professional designation from the College for Financial Planning. Before joining Security Service Federal Credit Union in 2011, Maria gained valuable experience working for the City of Pueblo and Smith Barney/Citigroup Global Markets Inc.

Outside of work, Maria enjoys traveling, gardening, learning Spanish, and hiking with her husband, Michael, their two children, and their beloved dog, Blue.

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’s experience and knowledge allows him to assist members with comprehensive financial solutions. Working with members directly, Randy prides himself in building lasting client relationships by striving to provide exceptional service and educating his clients. He creates customized financial and retirement plans for individuals and families that are designed to address their specific needs, wants and goals.

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

FM 306
190 Creekside Crossing, Suite 1101
New Braunfels, TX 78130-3928

Richard has dedicated his career to the financial services industry since 1992, accruing over three decades of invaluable investment and insurance experience. He holds a Master of Business Administration (MBA) degree with a specialization in Finance from the University of San Francisco, as well as a Bachelor of Arts in Business Administration from Whittier College. Richard's professional qualifications include being a CERTIFIED FINANCIAL PLANNER (CFP^®), Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®), and Certified in Long Term Care (CLTC).

Outside of his professional endeavors, Richard's passion lies in football. Having been an active member of the Whittier College Football Team as a fullback, he now finds joy in watching his son play as an offensive lineman on weekends here in Central Texas. Additionally, Richard enjoys watching Texas rodeo events with his wife and son.

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.

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

Lane Chandler joined Security Service in 2021 as a member service representative before joining the Security Service Investment Group in 2022 as an Administrative Assistant. In 2023 he became a Registered Sales Assistant. Through his years of industry experience and belief in Security Service core values, Lane focuses on providing beneficial financial solutions custom to each member’s needs.

Lane Chandler attended Texas A&M University Corpus-Christi and studied finance. In his free time, he enjoys playing soccer, kayaking Texas rivers, and spending time with his family and friends.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Richard joined Charles Schwab as a Licensed Brokerage Representative in 2021. He was responsible for aiding and educating their Financial Consultants, Individual Investors, and Remote Advisors. Richard received his SIE, Series 7, and Series 63 while at Charles Schwab and was then accountable for providing market insight and placing trades for investors. Richard most recently joined Security Service Investment Group as a Registered Sales Assistant and is part of Financial Advisor Robert Alaniz’s team. During his tenure with Security Service, Richard completed his general insurance certification and Series 66. Richard has years of experience in cultivating long-term relationships with those just beginning their journey in their careers, as well as High Net-worth individuals.

Outside of work, Richard enjoys collecting vinyl records, attending local concerts, and fishing.

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.

Corporate Headquarters
15000 W Interstate 10
San Antonio, TX 78249

Andres Garza attended Huston-Tillotson University in Austin and graduated with a Bachelor of Arts in Psychology. Upon graduation, he began his early career in real estate and business development. In 2023, he joined Security Service Investment Group. He brings a wealth of experience in customer service and relationship building.

Andres is a devoted husband and father of two. In his spare time, he enjoys watching basketball, football, and baseball with his family.

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

Teresa Sánchez joined Security Service Federal Credit Union in 2018 as a Member Service Representative. She quickly moved up to Senior Member Relationship Officer, then transferred to Security Service Investment Group in 2022. Her purpose and intention are to work with a servant’s heart, showing each member fairness while being devoted to finding ways to help members become financially successful.

Teresa proudly graduated from John F. Kennedy High School in San Antonio, Texas. Teresa received an associate degree from San Antonio College. After working five years in the education sector, Teresa decided to explore a career with Security Service. She is currently working toward a Bachelor of Applied Arts in Finance at Texas A&M University-San Antonio with aspirations of growing in the investment field.

In her free time, Teresa loves thrifting, kayaking, biking, and volunteering with her church. She is most proud of her daughter who cheers with her school, is a champion robotics engineer, and is a first-chair cello player.

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.

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’s experience and knowledge allows him to assist clients with comprehensive financial solutions. Working with clients 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 3 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. Mejia joined Security Service Federal Credit Union in 2007 as a Member Service Representative and later transferred to the Account Services Department where she was an Account Analyst that dealt directly with Individual Retirement Accounts (IRAs). She now assists the Senior Vice President with developing and implementing Security Service Investment Group’s strategy for long-term growth and operational excellence. She is responsible for maximizing efficiency of processes, project management, generating department and program performance reports, along with leading the team of administrative and sales assistants. Her goal is to employ solutions for the department to serve our members effectively and efficiently. Outside of work, she enjoys spending time with her family, traveling, and Sunday BBQs.