San Antonio

CAPITAL STRATEGIES

Our San Antonio Location

You know the old saying…Two are better than one.  There is no better place to see that come to life than in our San Antonio office.  With the 2021 merger of Mass Mutual South Texas and Capital Strategies, the San Antonio office now has the most financial professionals and staff members under one roof.  Even with the geographical differences between our offices, you will feel right at home in our San Antonio office, because Capital Strategies culture, values and mission have no boundaries.   We have state of the art tools to keep our offices functioning as one.   All our financial professionals have one thing in common, they love to help people. So, if you are that type of financial professional and you are looking at a place that will empower you to do what you love, contact us, let’s talk. 

Our clients find that our office is a one stop shop for their financial planning needs.  Like in all our offices, the San Antonio office is home to a team of financial professionals who have specialties in all areas you may need when planning for your financial future.  We take the time to follow our well thought out process to ensure we understand where our clients want to go, and we are committed to helping them plan their way.  Contact us if you are wanting to talk with one of our financial professionals.

Stephen San Roman Benefits of this Career –  CRN202505-2336347

Our San Antonio Team

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in the San Antonio area

Shelly Chavez

New Business Coordinator

Michael Nelson

Agency Technology Specialist

Dulce Ramirez

Agency Assistant

Lori Vasbinder

Site Coordinator

Carol Woellhof

Receptionist / Client Services Specialist

P. Jordan Smith, Jr.

Financial Planning Director

Scott Talbott

Investment Specialist

Melinda Adams

Financial Advisor

Michael Aguirre

Registered Representative

George Becknell

Financial Advisor

Rocco Bonazza

Financial Advisor

Cesar Canizalez

Financial Advisor

Steve Collins

Financial Advisor

Robert Cornett

Registered Representative

Jason Duelm

Financial Advisor

Donovan Fikes

Financial Advisor

Thomas Gallagher

Financial Advisor

Kristina Glassford Hanley

Investment Advisor Representative

Mauro Gonzalez

Registered Representative

Michael Gonzalez

Financial Planner

Pamela Green

Financial Advisor

Wayne Hake

Financial Advisor

Claud Jacobs

Financial Services Representative

James Jahnsen

Financial Advisor

D’Cater Joseph

Financial Advisor

Gabriel Kennedy

Financial Services Representative

Peter Lewis

Financial Advisor

Mayra Martinez

Financial Services Representative

Charles Matt

Financial Advisor

Jeffrey McCracken

Registered Representative

Stephen San Roman

Senior VP*

Gina Mejia

Financial Services Representative

Mallory Meyer

Financial Advisor

Kyle Motal

Financial Services Representative

Keith Mulkey

Registered Representative

Nicholas Olivares

Financial Advisor

Jason Parker

Investment Advisor Representative

Javier Perez

Financial Services Representative

Michael Plummer

Financial Advisor

Steve Ramirez

Registered Representative

Christian Sifuentes

Financial Services Representative

Joe Skarda

Registered Representative

Charles Snowden

Financial Services Representative

Frederick Steubing

Financial Advisor

Young Tran

Financial Services Representative

Gary Underbrink

Financial Advisor

David Valtierra

Financial Advisor

Craig Cross

Agency Supervisory Officer

Lisa Ann Davila

Assistant Agency Supervisory Officer

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