Step 1: Meet the Team
Jeremiah Pizana: president
Jeremiah graduated from Texas State University with a Bachelors of Business Administration in Finance. He proceeded to work in the banking industry for 11 years and held positions such as a credit officer and commercial lender. He felt that business owners needed much more guidance above and beyond commercial lending services. With a passion for helping business owners and a love for finance, Jeremiah's transition to financial planning was a natural fit.
Understanding that everyone's financial and life situation is unique, Jeremiah provides his clients with a customized plan which he believes is essential in order to do what's in the best interest of his clients.
antoniO "tony" buentello, cHfc, clu: financial advisor
Bio coming soon.