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 MassMutual 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.  As in all our offices, the San Antonio office is home to a team of financial professionals who have specialties in the many 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 would like to speak 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

Michael Chartier

Registered Financial Services Representative

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Shelly Chavez

New Business Coordinator

Steve Collins

Financial Advisor

Robert Cornett

Investment Advisor Representative

Hattiesburg, MS

Carmen Corona

Financial Advisor

Craig Cross

Agency Supervisory Officer

Jason Duelm

Financial Advisor

Donovan Fikes

Financial Advisor

Thomas Gallagher

Financial Advisor

Mauro Gonzalez

Registered Representative

Michael Gonzalez

Financial Planner

Pamela Green

Financial Advisor

Wayne Hake

Financial Advisor

Ryan Hamman

Financial Advisor

Vincent Hu

Registered Financial Services Representative

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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

Julian Mathews

Financial Planner

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Charles Matt

Financial Advisor

Gina Mejia

Financial Services Representative

Michael Nelson

Agency Technology Specialist

Nicholas Olivares

Financial Advisor

Jason Parker

Investment Advisor Representative

Dulce Ramirez

Marketing Coordinator

Steve Ramirez

Registered Representative

Stephen San Roman

Senior VP*

Joe Skarda

Director, Education & Training- San Antonio

P. Jordan Smith, Jr.

Financial Planning Director

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

Carol Woellhof

Receptionist / Client Services Specialist

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Capital Strategies
Privacy Overview

Privacy Policy

This Privacy Policy ("Policy") applies to csomtx.com, and Capital Strategies ("Company") and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to the Company include csomtx.com. The Company's website is a news and information site. By using the Company website, you consent to the data practices described in this statement.

Collection of your Personal Information

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Sharing Information with Third Parties

The Company does not sell, rent, or lease its customer lists to third parties.

The Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services tothe Company, and they are required to maintain the confidentiality of your information.

The Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on the Company or the site; (b) protect and defend the rights or property of the Company; and/or (c) act under exigent circumstances to protect the personal safety of users of the Company, or the public.

Automatically Collected Information

The Company may automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding the use of the Company's website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

 - Delete your personal information from our records; and

 - Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

 - Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, and provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

 - Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

 - Debug to identify and repair errors that impair existing intended functionality;

 - Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

 - Comply with the California Electronic Communications Privacy Act;

 - Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

 - Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

 - Comply with an existing legal obligation; or

 - Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

The Company does not knowingly collect personally identifiable information from children under the age of 13. If you are under the age of 13, you must ask your parent or guardian for permission to use this website.

Email Communications

From time to time, the Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

If you would like to stop receiving marketing or promotional communications via email from the Company, you may opt out of such communications by replying STOP.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted.

Changes to This Statement

The Company reserves the right to change this Policy from time to time. For example, when there are changes in our services, changes in our data protection practices, or changes in the law. When changes to this Policy are significant, we will inform you. You may receive a notice by sending an email to the primary email address specified in your account, by placing a prominent notice on our Capital Strategies, and/or by updating any privacy information. Your continued use of the website and/or services available after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Company welcomes your questions or comments regarding this Policy. If you believe that the Company has not adhered to this Policy, please contact the Company at:

Capital Strategies
317 Grace Lane Suite 250
Austin, Texas 78746

Email Address:
arc@financialguide.com

Phone Number:
512-346-6020

Effective as of May 19, 2025