Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.


Brownsville, TX
Robert Swantner, CLTC (956) 541-2041 robert.swantner@plantoroe.com
Corpus Christi, TX
Bill Bevill, CLTC (361) 888-8700 bill.bevill@plantoroe.com
Suzanne Wood, CLTC (361) 888-8700 suzanne.wood@plantoroe.com
Gail Wesseling, Administrative Assistant (361) 888-8700 gail.wesseling@plantoroe.com
Lake Charles, LA
Emily Miller Irwin (337) 474-4025 emily@terrellandassociates.com
Roland Terrell (337) 474-4025 roland@terrellandassociates.com
New Braunfels, TX
Anne Buck, CLTC, CLU, ChFC (830) 625-2368 anne.buck@plantoroe.com
Shawna West (830) 625-2368 shawna.west@plantoroe.com
San Antonio, TX
Mike Achmar (210) 477-7150 mike.achmar@plantoroe.com
Jake Aziz (210) 477-7242 jake.aziz@plantoroe.com
Bobby Baugh, ChFC (210) 477-7149 bobby.baugh@plantoroe.com
Peter Bellino (210) 477-7277 peter.bellino@plantoroe.com
Cyndi Blackmon, CLTC (210) 477-7164 cyndi.blackmon@plantoroe.com
Ron Botello, CLTC (210) 477-7156 ronald.botello@plantoroe.com
Ginger Chapman, FLMI, New Business Coordinator (210) 477-7165 ginger.chapman@plantoroe.com
Lisa Cornell, Firm Marketing Coordinator (210) 477-7264 lisa.cornell@plantoroe.com
Ron Dawson, CLU, ChFC, CFS (210) 477-7166 ron.dawson@plantoroe.com
Logan Dietel, CLTC (210) 477-7157 logan.dietel@plantoroe.com
Mike Ford (210) 477-7241 michael.ford@plantoroe.com
Jacquelyn Gabriel, Marketing Assistant (210)477-7142 jacquelyn.gabriel@plantoroe.com
Dianne Goss, Bookkeeper (210)477-7268 dianne.goss@plantoroe.com
Letty Guadiano, CLTC, Director of New Business (210) 477-7143 letty.guadiano@plantoroe.com
Liz Gum (210) 477-7258 liz.gum@plantoroe.com
Randy Habern, CLTC (210) 477-7163 randy.habern@plantoroe.com
Jay Howard, CLTC (210) 477-7266 jay.howard@plantoroe.com
Brit King (210) 477-7173 brit.king@plantoroe.com
Michael Lichtmacher (210) 477-7167 michael.lichtmacher@plantoroe.com
Jeremy Mandel (210) 477-7153 jeremy.mandel@plantoroe.com
Ben Mandel (210) 477-7152 ben.mandel@plantoroe.com
Stacy Olds, Recruiting Coordinator (210) 477-7169 stacy.olds@plantoroe.com
Raj Patel (210) 477-7254 raj.patel@plantoroe.com
Richard A. Planto, CLTC, CLU, CLF, ChFC (210) 477-7145 richard.planto@plantoroe.com
Chris Powers, CLTC, AEP, CFP® (210) 477-7160 chris.powers@plantoroe.com
Danny Prostrollo, Managing Director of Community Bank Financial Services (210) 477-7253 danny.prostrollo@plantoroe.com
Vicki Rembold, Administrative Support (210) 477-7146 vicki.rembold@plantoroe.com
Jonathan Ribble, Administrative Assistant (210) 477-7272 jonathan.ribble@plantoroe.com
Stacy Roberts (210) 477-7148 stacy.roberts@plantoroe.com
Charles E. "Gene" Roe, ChFC, CLU, CLF® , AEP (210) 477-7147 gene.roe@plantoroe.com
Sharon Rohrbach, Director of Operations (210) 477-7141 sharon.rohrbach@plantoroe.com
Richard Sharp, CLTC (210) 477-7155 richard.sharp@plantoroe.com
Michael Steadman, Chief Operating Officer (210) 477-7179 michael.steadman@plantoroe.com
Buddy Williams (210) 477-7278 buddy.williams@plantoroe.com
Michael Zuber, CLTC (210) 477-7170 mike.zuber@plantoroe.com

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Planto Roe Financial Services, Inc., 19230 Stonehue, Suite 4200, San Antonio, TX, 78258 (210) 477-7140
Copyright 2008 Planto Roe Financial Services, Inc., Securian Financial Network. All Rights Reserved.