Our advisors

Advisor photo for Andrew Inman

Andrew Inman

CEPA®

Financial Advisor

Managing Partner
Learn more about Andrew Inman Visit Andrew Inman's website
Advisor photo for Bob Book

Bob Book

AIF®

Financial Advisor

Managing Partner
Learn more about Bob Book Visit Bob Book's website

Camden Steele

Associate Financial Advisor

Learn more about Camden Steele Visit Camden Steele's website
Advisor photo for Chris Young

Chris Young

CFP®, CEPA®, BFA

Private Wealth Advisor

Managing Partner
Learn more about Chris Young Visit Chris Young's website
Advisor photo for Christopher Van Stavern

Christopher Van Stavern

CMFA®

Financial Advisor

Managing Partner
Learn more about Christopher Van Stavern Visit Christopher Van Stavern's website
Advisor photo for Kristen Christensen

Kristen Christensen

CRPC

Financial Advisor

Learn more about Kristen Christensen Visit Kristen Christensen's website
Advisor photo for Timothy Mason

Timothy Mason

CFP®, ChFC®, CLU®

Financial Advisor

Managing Partner
Learn more about Timothy Mason Visit Timothy Mason's website
Advisor photo for Zack Bender

Zack Bender

AIF®

Financial Advisor

Learn more about Zack Bender Visit Zack Bender's website


Our team

Nikki Herman

Nikki Herman

Program Manager,

Financial Planning Specialist

Personal Intro

  • CFO/COO for defense, technology companies for 22 years
  • Colorado Native, family and extended family of 20+ living and working in Colorado
  • Enjoys fly fishing, cooking and spending time with family and friends

Roles & Responsibilities

  • Financial Planning Specialist
  • Client Engagement
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Camden Steele

Camden Steele

Program Manager,

Financial Planning Specialist

Personal Intro

  • Graduated with a Bachelor's Degree in Personal Finance Planning from Texas Tech University
  • Spent the last decade in the Automotive Industry, helping customers while holding various positions including Finance Manager and New Vehicle Director
  • Proud native Texan with deep roots in West Texas, now settled in San Antonio
  • Enjoy my leisure time by spending time with my family, hunting, fishing and cooking

Roles & Responsibilities

  • Financial Planning Specialist
  • Client Engagement
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Sarah Heinen

Sarah Heinen

Program Manager,

Operations Director

Personal Intro

  • B.S. in Marketing, Kansas State University
  • Dog Mama to Hosmer
  • Love spending time with my family, listening to true crimepodcasts, playing in the mountains with my pup & traveling as much aspossible

Roles & Responsibilities

  • Plan & execute client events
  • Identify community outreach opportunities
  • Manage marketing efforts
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Christina Fallin

Christina Fallin

Registered Client Service Associate

Personal Intro

  • Married to Patrick
  • Two grown children, Michele & Gabriel
  • “KoKo” to grandchildren Noah & Sophia
  • I enjoy sitting on my porch playing with my dogs and hanging out with family and also going to Gruene with friends to listen to live music

Roles & Responsibilities

  • Appointment scheduling & preparation
  • Processing business
  • Being available for client calls & emails
  • Placing trades if necessary
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Vanessa Martinez

Vanessa Martinez

Client Service Associate,

Client Service Manager

Personal Intro

  • Married to Tony with two children, Janessa and Roman
  • Born and raised in San Antonio, TX
  • I love watching and reading true crime stories. I also love spending time with my family

Roles & Responsibilities

  • Participates in client meetings
  • Processes business
  • Available for client questions
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Jessica Ontiveros

Jessica Ontiveros

Client Service Associate

Personal Intro

  • Mom to four children, Gaby, Jackie, Isaiah and Olivia
  • Jojo to two grandsons, Sirach and Simeon
  • My free time is spent with the grandbabies, hiking and enjoying the outdoors, crafting and painting

Roles & Responsibilities

  • Scheduling, preparation and participation in client meetings
  • Processing business
  • Being available for client calls, emails and questions
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Riley Rodriguez

Riley Rodriguez

Client Service Associate,

Client Service Specialist

Personal Intro

  • B.S. Business Administration, Management Emphasis, at UCCS
  • Movie buff
  • Love to binge watch television series, travel, experience new things, and hike

Roles & Responsibilities

  • Maintain healthy client relations
  • Servicing client requests
  • Scheduling and preparation for client meetings
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Jessica Scott

Jessica Scott

Client Service Associate

Personal Intro

  • Arizona native
  • Dog & cat mama
  • Biscuit & gravy lover
  • Cher is my queen!
  • Family is SO important
  • I love camping & getting outside as much as possible

Roles & Responsibilities

  • Scheduling, preparation and participation in client meetings
  • Processing business
  • Being available for client calls, emails and questions
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