Your Team
San Antonio
- Erik Aagaard, CFP® – Senior Wealth Management Analyst
- Michelle Barrientes – Wealth Management Associate
- Samuel N. Boldrick, III – Chief Investment Officer & Managing Director
- David H. Coull – Information Services Director / Web & Graphic Designer
- Sherry Harrison – Wealth Management Administrator
- Jesus “Jesse” Antonio Loyo – Wealth Management Associate
- Reid M. Harrell – Chief Executive Officer
- James Walter Park, V – Investment Analyst
- Michael R. Sierra, JD, CFP® – Vice President / Senior Trust Officer
- Heather Duncan Webb, JD, CPA – Vice President / Trust Officer