As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our Approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you’ll be fully comfortable on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and professional, efficient service.

Our advisors

Eric A Dupre, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Eric A Dupre

APMA®

Financial Advisor

President of Dupre Financial Group
Learn more about Eric A Dupre
Paul Darter, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Paul Darter

Financial Advisor

Learn more about Paul Darter

Our team

Belle Watson

Belle Watson

Business Development Director,

Chief Operating Officer

Qualifications

  • Financial Assistant, Raymond James & Associates, Inc.
  • Consultant, Recognos Financial
  • Assistant Vice President, Domestic and International Mutual Fund Operations, AllianceBernstein
  • Proprietress/District Trainer, Victoria’s Secret Stores

Roles & Responsibilities

  • Operations
  • Relationship Management
  • Business Development
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Donelle Meyer

Donelle Meyer

Client Relationship Manager

Qualifications

  • Administrative Assistant, Trust & Estate Analyst, USAA Trust Services
  • Relationship Management, Dedicated Contact, Mutual Fund Operations, AllianceBernstein
  • NSCC Reconciliation Representative, Mutual Fund Operations, AllianceBernstein
  • Insurance Agency Account Liaison, American Indemnity Insurance Company

Roles & Responsibilities

  • Operations
  • Relationship Management
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