- 5460 Babcock Rd Suite 120, San Antonio, TX 78240
- 915.920.4279
Gary is a native Texan and longtime resident of San Antonio, home of the Spurs and the Alamo. He has been a financial professional and licensed agent since 2001, and has held the Certified Financial Planner TM designation since 2010.
He is active in the San Antonio community, volunteering at local San Antonio Food Bank, and serving as Booster for Brandeis High School marching band.
He is raising two active adolescents with his spouse Kimberly, and has been married since 2007.
Gary is a graduate of The University of Texas at Austin (BA) and Louisiana State University in Baton Rouge (MBA). In his spare time, he enjoys hiking, competitive cycling, and reading historical fiction and sci-fi fantasy novels.
Alex has over 24 years’ experience in the financial services industry, and is dedicated to helping individuals and families navigate their retirement journey, specializing in creating tailored retirement income strategies based on client goals and income needs.
His mission is to guide clients through all market cycles by securing and growing their assets while ensuring financial peace of mind in retirement. He is based in San Antonio, TX, and supports clients virtually across the nation.
Alex’s primary objective is to help clients realize their financial goals and secure a comfortable retirement. He has worked for many years in the securities industry, and holds life/health insurance licenses in various states, ensuring clients receive well-rounded, professional guidance in their best interest.
He is fully bilingual, speaking English and Spanish fluently, which allows him to serve a diverse range of clients.
He has earned two Bachelor’s degrees in Business Administration from California State University Long Beach, and has spent the majority of his career working with Fortune 100 companies.
Beyond professional work, Alex is passionate about spending quality time with family. He has been married to his spouse, Barbara since 2002, and is the proud father of two children, currently in high school and college.
Alex also enjoys hiking, fishing, and cheering on his son at soccer games.
Bruce has been in the financial industry since 2010, focusing on annuity and life insurance planning to create sustainable retirement income and legacies for future generations.
After graduating from Carnegie Mellon University, he began his career at MetLife, a leading provider of insurance services in his hometown of Pittsburgh, PA.
Today, Bruce is an independent consultant representing dozens of highly rated insurance carriers, and supports clients virtually across the country.
His primary goal is to help clients simplify complex topics, uncover blind spots, and equip them with the clarity and confidence to make informed decisions about their retirement security.
Bruce’s passion for retirement planning became deeply personal after the loss of his father at a relatively young age, resulting in him becoming his mother’s first advisor. Helping her secure her assets and turn savings into income showed Bruce how powerful a personalized plan can be—and how peace of mind can truly change lives.
Outside of work, Bruce and his spouse love exploring the outdoors—whether hiking, biking, or sightseeing. He also enjoys working with his hands and often helps friends and neighbors with home improvement projects.
Bruce values giving back to his community and encouraging others to realize their full potential.
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