Meet The Team
Eric Kala
CEO & Wealth Advisor
210-864-3350
Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP™)
Certified Private Wealth Advisor® (CPWA®)
Certified Investment Management Analyst® (CIMA®)
Retirement Management Advisor® (RMA®)
Accredited Estate Planner® (AEP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Chartered Retirement Plans Specialist® (CRPS®)
Alicia Fuschak
COO & Director of Advanced Planning
210-864-3351
Credentials
CERTIFIED FINANCIAL PLANNER™ (CFP™)
Certified Private Wealth Advisor® (CPWA®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Russell Stehling
Wealth Advisor
210-864-3337
Credentials
Investment Advisor
Retirement Income Certified Professional® (RICP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Chartered Advisor for Senior Living® (CASL®)
Barret Kolle
Financial Advisor
210-864-3336
Credentials
Investment Advisor
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Dan Reinke
Financial Advisor
210-864-3354
Credentials
MBA
CERTIFIED FINANCIAL PLANNER® (CFP®)
Chartered Retirement Plan Specialist® (CRPS®)
Chartered Financial Consultant® (ChFC®)
Insurance Licensed
Lindsey Tablizo
Planning Coordinator
210-864-3353
Credentials
Certified Private Wealth Advisor® (CPWA®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Insurance Licensed
Kevin Clair
Planning Coordinator
210-864-3357
Credentials
Insurance & Securities Licensed
