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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Melinda Adams

Financial Advisor

George Becknell

Financial Advisor

Rocco Bonazza

Financial Advisor

Cesar Canizalez

Financial Advisor

Shelly Chavez

New Business Coordinator

Steve Collins

Financial Advisor

Robert Cornett

Investment Advisor Representative

Carmen Corona

Financial Advisor

Craig Cross

Agency Supervisory Officer

Lisa Ann Davila

Compliance Officer

Jason Duelm

Financial Advisor

Donovan Fikes

Financial Advisor

Thomas Gallagher

Financial Advisor

Michael Gonzalez

Financial Planner

Mauro Gonzalez

Registered Representative

Pamela Green

Financial Advisor

Wayne Hake

Financial Advisor

Ryan Hamman

Financial Advisor

Kristina Glassford Hanley

Investment Advisor Representative

James Jahnsen

Financial Advisor

D’Cater Joseph

Financial Advisor

Dale Leidinger

Registered Financial Services Representative

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Peter Lewis

Financial Advisor

Mayra Martinez

Financial Services Representative

Charles Matt

Financial Advisor

Jeffrey McCracken

Registered Representative

Gina Mejia

Financial Services Representative

Michael Nelson

Agency Technology Specialist

Nicholas Olivares

Financial Advisor

Jason Parker

Investment Advisor Representative

Steve Ramirez

Registered Representative

Dulce Ramirez

Marketing Coordinator

Stephen San Roman

Senior VP*

Joe Skarda

Director, Education & Training- San Antonio

P. Jordan Smith, Jr.

Financial Planning Director

Charles Snowden

Financial Services Representative

Braxton J. Stofferahn

Financial Planner

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Scott Talbott

Financial Planner, Agency Investment Specialist

Gary Underbrink

Financial Advisor

David Valtierra

Financial Advisor

Lori Vasbinder

New Business Coordinator

Anthony Vasquez

Financial Planner.

Carol Woellhof

Receptionist / Client Services Specialist

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