Meet Brooklynn’s Team
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 joined Texas Financial Advisory in May 2017. Prior to her employment she worked for Cumberland Advisors in Sarasota Florida as Vice President of Taxable Fixed Income, as well as a portfolio manager. In this capacity, Ms. Sabo was instrumental in portfolio construction & strategy design, analysis, and trading for taxable fixed income assets & accounts.
Ms. Sabo began her career in capital markets in 1993 with First Union Trust Operations and Derivatives P&L reporting. Ms. Sabo has also worked for Raymond James Financial as a registered representative for Institutional Taxable Fixed Income Sales, Branch Associate Manager and as Vice President for Institutional Debt Capital Market Sales with Cantor Fitzgerald and SMH Capital.
Ms. Sabo has held various positions in capital markets sales & trading, but has focused her career within fixed-income markets. Ms. Sabo holds a Bachelor of Science degree in Business Administration from the University of North Carolina at Charlotte, a Master of Business Administration from Nova Southeastern University, and a Master of Science in Accounting from Kaplan University. Ms. Sabo graduated with honors from both her MBA and MSA programs.
Ms. Sabo moved from Florida back to Texas to join the rest of her family and she is actively involved with Soldiers’ Angels, a local charity supporting our military families, deployed service members, wounded service members and veterans. In her spare time, she enjoys attending community events, attends St. Luke’s Episcopal Church, loves travelling the Hill County, and takes English horseback riding lessons at Fort Sam Houston Equestrian Center.
Brian is a former NCAA student-athlete at Washburn University where he excelled on the baseball team. He received his Bachelor of Psychology from Arizona State University in 2007, and his Juris Doctor from the University of Kansas in 2010. Since then Brian has worked in the field of higher education and college athletics. Mr. Martinek has worked as a Compliance Coordinator for The University of Texas at San Antonio. Most recently, Brian worked as the Associate Athletics Director for St. Mary’s University here in San Antonio. Brian joined our team at the start of 2017 as our new College Funding Specialist!
Yvette was born and raised in New Braunfels before pursuing her undergrad at Norman at the University of Oklahoma. She graduated in 2004 while playing on the volleyball team for all four years of her stay. Yvette moved into the financial service industry in 2006 and she has been there ever since. Outside of the office, Yvette coaches volleyball and basketball at Sts. Peter & Paul Catholic High school. She is also an avid poker and player and always loves a competitive game.
Kristie has recently joined our team as our new Client Service Specialist. Kristie was born in Longview, Texas and eventually made her way to San Antonio in early 2008. She has been married to her husband, Daniel Munoz, for 16 years and have two children, Jordan and Mackenzie. She attended the Court Reporting Institute of Dallas where she became a certified shorthand reporter. Eventually, Kristie made her way into the banking industry, where she has gained valuable experience in building long-lasting relationships with clients.
Zach was born about 45 minutes north of Austin in the small town of Lampasas, Texas. He moved to San Antonio in 2012 to continue his education at the University of Texas at San Antonio. Zach graduated in the spring of 2017 and joined the team at Texas Financial Advisory full time! Outside of the office, Zach finds himself getting outdoors as much as he can and watching sports with his roommates and friends.
Montana is currently a student at the University of Texas at San Antonio where he is finishing up his finance degree in the business school. He joined our team in the spring of 2016 before transitioning into his current role as a Para Planner. Montana assists our advisors with risk analysis, cost analysis, and also helps in the overall financial planning for the client.