Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Advisor photo for Rick Dunagan

Rick Dunagan

Financial Advisor

Managing Director
Visit Rick Dunagan's website


Team

Kim Banesse, CRPC®

Kim Banesse, CRPC®

Registered Client Service Associate

Qualifications

  • Associate of Applied Science Patisserie & Baking - Eta Sigma Delta Honors Society, Le Cordon Blue College of Culinary Arts, Austin, TX, 2017
  • Chartered Retirement Planning Counselor®, 2006
  • Series 7, Series 66, Licensed Insurance Representative-Texas Life, Accident and Health, 2005
  • Bachelor of Business Administration in Finance-Magna Cum Laude, Texas State University, San Marcos, TX 2004
  • Financial Planning Program-Texas State University, San Marcos, TX, 2004
  • Associate in Art Degree - San Antonio Community College, San Antonio, TX, 1998

Roles & Responsibilities

  • Kim will be responsible for assisting with client service and transaction requests, preparing financial plans, client events and general administrative duties.
  • Kim possesses over 15 years' experience as a Paraplanner. She has a broad knowledge base in budgeting, insurance, wealth accumulation, investments, estate and retirement planning.
  • She is detail oriented with strong math and analytical skills. Kim loves spending time with her two daughters and staying fit and active outdoors.
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