About Our Firm

Here’s our story. We look forward to hearing yours.

Meet Brooklynn’s Team

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Kathryn Hernandez

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Nannette Sabo

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Montana Vega

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Yvette Barrera

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Zach Holcomb

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Kristie Munoz

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Maritza Morales

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Spring Taylor

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Kathryn Hernandez

Associate Advisor

Why did you get into the financial services industry?

I always knew I wanted to be in either the financial or real estate world, mostly because I excelled in both at Baylor University. However, there are numerous areas of specialties in both industries, that I wasn’t sure where I wanted to focus. It wasn’t until I joined Brooklynn at Texas Financial Advisory in 2013 that I determined specifically what I wanted to do in financial services industry.

How/why did you join Texas Financial Advisory?

Brooklynn was a close family friend and fellow Baylor Bear that gave me an opportunity to work for her firm on a part-time basis. Once I saw Texas Financial Advisory’s wholistic approach to financial planning, I knew I wanted to be a part of the team. Our firm is always working in the best interest of the client, which is most important to me. I believe in Brooklynn, her vision for the firm and our team.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

I’ve seen, firsthand, how the 2008 financial crisis affected retiree portfolios, and I never want to see that happen to anyone else. I’ve worked closely with Brooklynn and our clients for over five years learning the industry, our firm, and different financial strategies. That experience has enhanced my knowledge, provided resources, and given me a foundation to build my career as a financial advisor.

What are you passionate about outside of work?

My family, faith, and friends. I cherish every moment I get to spend with my husband, Michael, and our son, Lawton. He is growing up so fast and we are soaking in every second possible. Our dog, Riley, gets an honorable mention as well. On weekends you can find us watching football, grilling out with friends, and spending time with our families.

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Nannette Sabo, MBA, MSA

Director of Managed Accounts

Why did you get into the financial services industry?

I entered the financial markets in the late 90s. At that time, Capital Markets were an exciting place to be and offered vast career growth and opportunities. I wanted to be a part of the energy the markets offered.

How/why did you join Texas Financial Advisory?

From the moment, I walked through the doors, I felt it was a comfortable, family oriented environment. Brooklynn’s story really touched me close to my heart and I wanted to be a part of her to team.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

My past experiences in my career will offer great foundations for our team to build off.  I have a well-rounded understanding of the financial services industry.

 What are you passionate about outside of work? 

My passion outside of work is to help others.  I volunteer with a local charity; Soldiers’ Angels, when I can. With the military influence around me most of my life, it is very important for me to support our service men & women. I do what I can to help but generally, I am involved with the mobile food distribution for our Vets once a month.

My true passion is horses, horses, horses. I have found during a very challenging time in my life God brought to me these amazing animals.  With God’s help they are my strength. I spend most of my Saturday at Fort Sam Houston whether I’m feeding the Caisson Horses carrots, enjoying my lesson at Fort Sam Horse Equestrian Center or just spending time at the barn. I am currently reading a lot about equine management and horse behaviors.

My faith inspires me and keeps me going.  So, on Sunday’s I can be found at St. Luke’s Episcopal Church.

I am so thankful to have found my home in San Antonio.

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Yvette Barrera

Associate Advisor, Medicare Supplement Specialist

Why did you get into the financial services industry?

I got into the financial industry by accident. I actually got involved with a company that provided Medicare and Long-Term Care insurance and I started to understand how important all the decisions you make regarding your retirement savings can affect you. I decided at that time that I needed to dive deeper into the financial side and I have never looked back.

How/why did you join Texas Financial Advisory?

I have known Brooklynn since high school and we ran into each other at conference in Las Vegas with one of the carriers we were both appointed with. We got to talking and realized that we could both benefit from each other’s experiences. I love everything Texas Financial Advisory’s stands for so it was really a no brainer for me.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

I have been an athlete my whole life and I have always understood how important it is to be a team player. Texas Financial Advisory provides that same team mentality when it comes to helping people so it has been an easy transition to make sure my clients know that “WE” are a team as well walk through the journey of retirement.

What are you passionate about outside of work?

Outside of work you can catch me spending time with my two children, Piper(3) and Hudson(2). When we aren’t at ballet, swim, or watching college football, you can catch us as a family traveling to play poker. My children are really supportive of our love for poker and understand that mommy and daddy have to practice in order to stay competitive. My husband and I are part time poker pros and try to get away to a tournament at least once a quarter. You might just see one of us on television someday soon.  I am also super passionate about coaching volleyball. As a former college athlete, I try and instill a good work ethic and mental toughness in the young ladies I have had the privilege to influence.

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Zach Holcomb

Director of Marketing

Why did you get into the financial services industry?

I went into the financial service industry because I wanted to test the waters in a new environment. Before I started my employment at Texas Financial Advisor I interned at a small tech company. I didn't find the work rewarding so I started to look for a change. I got in with Brooklynn in May of 2016 and it's been full speed ahead ever since!

How/why did you join Texas Financial Advisory?

Brooklynn had partnered with an organization through my college that offers internship programs to undergrads. I had just finished my internship period at a previous company when I came across the job posting at TFA. I reached out to Brooklynn and the team, came in for an interview, and started with two other students in the summer of 2016!

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

I had exposure working in the marketing department for a large company in the past, so it was easy to transition some of my knowledge into Texas Financial Advisory. The marketing world is constantly changing, so everyday has a new challenge and obstacle to overcome. I'm always trying to stay one step ahead of the curve and work as hard a possible to bring out the best in myself.

What are you passionate about outside of work?

Currently I'm preparing to pursue my masters degree at the University of Texas at San Antonio in the fall of 2018. My family lives very close to San Antonio and I'm visiting them as much as I can. My dad and I love watching college football together so you can always find me keeping up with all the scores on a fall Saturday!

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Kristie Munoz

Client Relationship Specialist

Why did you get into the financial services industry?

I came into the financial industry starting out as a Premier Client Specialist in August 2010.  I provided structure and knowledge to all of my clients, while allowing them the success of reaching their goals and making their dreams come to a reality!  I quickly discovered that I loved the challenge in allowing people to get over those milestones, that they thought was never possible or couldn't happen!  My Motto:  "You can do anything you want as long as you have the knowledge, the right tools,  and the drive to get there!!  

I wanted the challenge of helping others succeed in life when it came to their finances and savings plan.  I am the "Planner" in our family!!  Because of this journey, I have a better plan for my family and the knowledge to teach and better prepare for their future!  

How/why did you join Texas Financial Advisory?

Brooklynn Chandler Willy!  I have so much respect for Brooklynn and her firm, Texas Financial Advisory.  Mrs. Willy came in this industry when the economy was at its worst and most vulnerable in 2008.  She has continued to build an empire, while leading our wonderful clients in the right direction, rain or shine.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

Other than hoping and praying to the man above?  I've had an opportunity in working in one of the most challenging fast paced industries, working as a court reporter.  Life is what you make of it!  After slowing down and then picking back up again, I was able to work in the financial industry as a personal banker, for a few years thereafter.  I have learned that I do love a challenge and working with people who appreciate life!   

What are you passionate about outside of work?

My husband and my children!  Any time I get to spend with them is a treasure!  I love my babies and my husband Daniel, whom I've been married to for 16 years!  

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Montana Vega

Para Planner

Why did you get into the financial services industry?

I got into the industry because of the 2008 financial crisis. I was young and saw firsthand the true effect that finances can have on someone’s life and future. I am making it my mission to educate as many people as possible about their finances, and help them build that roadmap to financial freedom.

How/why did you join Texas Financial Advisory?

I wanted to make a change for the better and I felt we could revolutionize the financial industry and build trust within the financial community again here at Texas Financial Advisory!

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

My experience in customer service and the financial industry has laid the foundation for me to grow upon here at Texas Financial Advisory.

What are you passionate about outside of work?

I am very passionate about spending time with family and friends. I also love fishing, grilling, and hiking!

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Spring Taylor

Director of Community Outreach & Charitable Giving

Why did you get into the financial services industry?

I got into the financial service industry because I wanted to help build something that can be life changing for individuals and their families.

How/why did you join Texas Financial Advisory?

Brooklynn and I see eye to eye on a lot of things. Our goals for this business are aligned and it made the transition into this position a very easy one.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

My experience in customer service and the financial industry has laid the foundation for me to grow upon here at Texas Financial Advisory.

What are you passionate about outside of work?

Spending time with my family and figuring out when my next big trip is!

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Maritza Morales

Operations Assistant & New Business Specialist

Why did you get into the financial services industry?

I got into the financial service industry because I love numbers. My favorite types of numbers begin with the dollar symbol. I find myself immensely intrigued by all aspects of earning, saving, spending, and most importantly maximizing one's money and the financial service industry allows me to be immersed in all of it. I enjoy the feeling I receive sharing knowledge with others in order to help them better understand, handle, and maximize their money.

How/why did you join Texas Financial Advisory?

I was introduced to Texas Financial Advisory by a friend named Yvette, which you may recognize on this very page as part of our team. She explained to me what Texas Financial Advisory is all about and how it is different from other firms. Upon my own research, I came to realize that I admire everything that Texas Financial Advisory represents and wanted to be a part of it. Fortunately, the opportunity presented itself, TFA opened their doors, and I joined the team.

How has your past experiences (career, life, etc.) paved the way for you to succeed at Texas Financial Advisory?

I have over 8 years’ experience in Customer Service, Loan Processing, and Consumer Loan Underwriting mostly within the Home Mortgage industry. I have had difficult conversations about finances throughout the years and am determined to help others at Texas Financial Advisory so similar conversations be avoided. Experience has allowed me to have a much deeper understanding of what money, and lack of, can do to families and I want others to feel secure with their finances now and in the future.

What are you passionate about outside of work?

Happiness. I make it a priority to find it in all areas of my life whether it be in or through family, friends, spirituality, knowledge, self-improvement, etc. I am continuously seeking out ways to make sure my happiness doesn't waver. Some of my favorite pastimes include having lengthy conversations, building relationships, jamming out on the ukulele, and overall having fun. Most weekends you can find me at my parents’ home, pestering them.