Meet Our Financial Advisors

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

Mr. Alaniz is a Private Wealth Advisor whose career began with distinguished service in the U.S. Army, where he cultivated the discipline, leadership, and commitment to excellence that continue to define his approach today.

 

He earned his Bachelor of Business Administration in Management, with a concentration in International Business, from the University of Texas at San Antonio, graduating Cum Laude. He also holds the Chartered Retirement Planning Counselor^SM (CRPC ^®) designation from the College for Financial Planning.

 

Robert is known for delivering exceptional client service and strategic financial guidance. His dedication and performance have earned him repeated recognition as a member of the Raymond James Executive Council (2020–2024), an honor reserved for top-performing advisors who consistently demonstrate excellence and client satisfaction.

Robert specializes in designing sophisticated, customized wealth strategies for high-net-worth families, corporate executives, and business owners.

• For families, he builds long-term, trusted relationships by deeply understanding each client’s unique goals. He develops comprehensive financial plans that include tax mitigation strategies, multigenerational wealth transfer, trust and estate planning, and philanthropic guidance.
• For business owners, Robert provides tailored succession planning strategies to ensure smooth transitions of ownership and the preservation of their legacy for future generations.

Outside the office, Robert enjoys traveling with his family, attending country music concerts with his wife, and sharing his love of the outdoors with their son and daughter.

*2024 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.

The Chartered Retirement Planning Counselor^SM, or CRPC^® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a "road map to retirement." There is a focus on clients" pre-and post- retirement needs as well as issues related to asset management and estate planning.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.

 

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.

He 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 him 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, ranges from financial security, to retirement readiness and college planning, allowing 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 developing plans designed to help meet their financial goals

During his spare time, he enjoys spending time with his wife, twins boys, 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.

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.

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

Michael entered the financial services industry in 1995, primarily focusing on financial planning. He graduated from the University of Texas at San Antonio with BBAs in Finance, Accounting and Management Science. Michael also holds the CFP^®, ChFC^® and CLU^® professional designations.

As a CERTIFIED FINANCIAL PLANNER^TM professional, Michael offers expertise in comprehensive wealth management, retirement strategies, estate planning, tax optimization and risk management. Having worked with clients from diverse financial backgrounds, Michael understands that no two financial journeys are the same and is committed to crafting customized plans that evolve with life’s changes. He takes pride in simplifying complex financial concepts, empowering clients to make informed decisions, and guiding them toward long-term financial security.

In his spare time, Michael enjoys hanging out with his four kids.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks, CFP^® and CERTIFIED FINANCIAL PLANNER^TM in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Bulverde
3907 N. Loop 1604 E., Suite 102
San Antonio, TX 78247

Mrs. McCord has been in the financial services industry since 2007 and 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.

An avid home decorator, Mrs. McCord 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.

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 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.

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^SM 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.

Chris is passionate about building others up in leadership and serving in the community. 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 that 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.

The Chartered Retirement Planning Counselor^SM, or CRPC^® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a "road map to retirement." There is a focus on clients" pre-and post- retirement needs as well as issues related to asset management and estate planning.

 

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^TMprofessional.

As a CERTIFIED FINANCIAL PLANNER^TM 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^TM, 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^SM 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.

The Chartered Retirement Planning Counselor^SM, or CRPC^® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a "road map to retirement." There is a focus on clients" pre-and post- retirement needs as well as issues related to asset management and estate planning.

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.

Southland
6359 S. Southlands Parkway
Aurora, CO 80016

After graduating from Central Catholic High School, Rudy attended St. Mary’s University and launched his career at Charles Schwab in San Antonio, Texas. It was there he first developed a passion for simplifying financial planning, discovering even the most complex strategies could be made straightforward and achievable with the right guidance.

Now a Chartered Retirement Planning Counselor^SM (CRPC^®), Rudy specializes in helping retirees and those nearing retirement achieve the financial independence they’ve worked a lifetime to build. Rudy’s approach is grounded in listening first and understanding every client’s vision for retirement is unique. He is dedicated to creating personalized plans addressing each client’s specific goals, whether generating sustainable retirement income, guiding clients to make educated and informed investment decisions, or ensuring financial reassurance for future generations. His guiding principles—healthy cash flow, thoughtful diversification, intentional asset allocation, and financial discipline—provide financial confidence as clients transition into retirement

Outside the office, Rudy enjoys spending quality time with his wife, staying active at the gym, and exploring trails with their dogs. Rudy’s always ready to chat about the latest book he’s reading, and enjoys sharing new insights with his clients along the way.

The Chartered Retirement Planning Counselor^SM, or CRPC^® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a "road map to retirement." There is a focus on clients" pre-and post- retirement needs as well as issues related to asset management and estate planning.

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.

He is active in philanthropic endeavors with his church and other non-profit organizations. He and his wife, love Colorado and enjoy trail running, hiking and camping. He is also involved in the lives of his eight grown children.

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

Mt. Carmel
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 the wealth planning equation.

Originally from Pueblo, CO, Maria graduated from Colorado State University - Pueblo with a Bachelor of Science in Art. She earned the professional designation of AAMS^®; from the College for Financial Planning in 2022. Prior to joining Security Service Federal Credit Union in 2011, Maria worked for the City of Pueblo and Smith Barney/Citigroup Global Markets Inc.

Away from the office, Maria enjoys traveling, gardening, learning Spanish, and hiking with her husband, their two children, and their beloved dog, Blue.

The Accredited Asset Management Specialists^SM, or AAMS^®program, is a designation program for financial professionals. The program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.

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.

 

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

Corporate Headquarters

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 from the University of Massachusetts at Amherst. He is a Registered Securities Representative, Registered Securities Principal, Investment Advisory Representative, and Life Insurance Agent.

He joined Security Service Investment Group (SSIG) in 2018 as a Financial Advisor and was promoted in 2023 to Senior Vice President. Mr. Damiani is responsible for leading the department’s investment strategy, driving growth, while also developing successful Advisors to deliver the highest level of service to our clients. His vision aligns with Security Service Federal Credit Union’s core values – Caring, Innovative, Honest, Fair, and Dedicated.

In his free time, Mr. Damiani enjoys spending time at South Padre Island with his wife and dog Piper.

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 transferred to Security Service Investment Group (SSIG) in 2013. In 2024, she was promoted to Assistant Vice President of Operations. Ms. Mejia assists the Senior Vice President with developing and implementing SSIG’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, as well as leading the team of Relationship Managers.
In 2025, she joined Raymond James FS Operational Advisory Group (OAG), which provides feedback and recommendations on new concepts, as well as existing policies, procedures, service and technology. Her goal is to employ solutions for the department to serve our members effectively and efficiently.

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.