Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Business Retirement Plans

Awards & recognition

  • Eric A Dupre, Five Star Wealth Manager, 2016-2019

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