Meet The Team
Credentials
210-864-3350
CERTIFIED FINANCIAL PLANNER™ (CFP™)
Certified Business Exiting Consultant® (CBEC®)
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®)
Eric Kala
CEO & Private Wealth Advisor
Credentials
210-864-3351
CERTIFIED FINANCIAL PLANNER™ (CFP™)
Certified Private Wealth Advisor® (CPWA®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Alicia Fuschak
Chief Operations & Compliance Officer
Credentials
210-864-3354
MBA
CERTIFIED FINANCIAL PLANNER® (CFP®)
Certified Investment Management Analyst® (CIMA®)
Chartered Retirement Plan Specialist® (CRPS®)
Chartered Financial Consultant® (ChFC®)
Dan Reinke
Financial Advisor
Credentials
210-864-3337
Retirement Income Certified Professional® (RICP®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Chartered Advisor for Senior Living® (CASL®)
Russell Stehling
Wealth Advisor
Credentials
210-864-3336
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Barret Kolle
Financial Advisor
Credentials
210-864-3353
Certified Private Wealth Advisor® (CPWA®)
Chartered Life Underwriter® (CLU®)
Chartered Financial Consultant® (ChFC®)
Retirement Income Certified Professional® (RICP®)
Lindsey Tablizo
Planning Coordinator
Credentials
210-864-3338
LLM, Master of Laws
JD, Juris Doctor