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