Client Spotlight
Client relationships are the essence of business, and our clients mean the world to us. On a daily basis, these clients indicate that We Solve Problems® is not just a slogan with them. They really believe that Our Job is to Put Money in Your Pocket®. Learn more about who we serve and how we serve them.

Stone Oak Wealth Management
Greg Thompson has long respected money and how it can catalyze greater things. He was drafted to the Dodgers right out of high school and had the foresight to save much of his signing bonus.

Party City
You may not be aware of it, but Don Lasseter has helped you throw a party. How do we know that? He’s the franchise owner of six San Antonio-area Party City stores.

Westar Alamo Land Surveyors, LLC
Land surveyors aren’t known for exceptional customer service. But why shouldn’t they be? David Breaux set out in 1998 to prove that treating customers right can pay off in any industry. Decades later, Westar Alamo Land Surveyors, LLC, is a testament to that commitment.

OverWatch Enterprises, LLC
When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud owners of OverWatch Enterprises, LLC, a cutting-edge security services company.

Mr. Electric of San Antonio
Matt and Lara Bruhn met while in graduate school at Harvard. He served as an officer and F-15C pilot with the U.S. Air Force. She became a marketing and finance whiz in the worlds of publishing, higher education, human resources, business consulting, and more.