Meet Brooklynn’s Team

 

 

kathrynKathryn Hernandez
Associate Advisor

Kathryn is in charge of processing, monitoring, and keeping our clients up to date with any account activity. She is responsible for establishing new accounts, tracking money transfers, and submitting all the necessary paperwork for client service requests. She ensures that it is completed correctly and submitted promptly, while also keeping our clients informed with status updates.¬†She is a graduate of Baylor University with a Bachelor of Business Administration in Finance and Real Estate. She was recognized as Baylor’s Most Outstanding Student in Real Estate in the Fall of 2011 and was a finalist for Baylor’s Most Outstanding Student in Finance in the Spring of 2011. She has acquired her insurance license from the Texas Department of Insurance. She is from Bulverde, TX and now resides in San Antonio¬†where she enjoys spending time with family, friends, and her dog Riley that she loves taking care of with her husband Michael.

Nannette Sabo, MBA
Operations Advisor & Fund Specialist

Brian Martinek, JD
Associate Advisor, College Funding Specialist & Sports Financial Advisor

Yvette Barrera
Independent Associate, Medicare Supplement Specialist

Kristie Munoz
Client Relationship Specialist

Montana Vega
Para Planner, Case Design

Zach Holcomb
Marketing Operations Coordinator