Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Community participation

Eric Dupre:

  • Vice Chair- San Antonio Symphony
  • Board Member-Las Casas Foundation
  • Board Member-Women Involved in Nurturing, Giving, Sharing

Paul Darter:

  • Oak Hills Church Member
  • Animal Defense League of Texas Participant

Belle Watson:

  • Mentor- North East Council of Parent Teacher Association
  • National &Texas Parent Teacher Associations
  • Alumni Member-Alpha Sigma Alpha Sorority

Donelle Meyer:

  • Horse Show Committee Volunteer- San Antonio Rodeo
  • Cowboy Church Committee Volunteer- San Antonio Rodeo
  • Club Member& Drill Team- Guadalupe County Sheriffs Mounted Posse