Our Team

Team members

Michael Clark, CIMA®, CRC®

President

Jeffrey D. Allison, CFP®

Vice President

E. J. Jaax, CFP®, CRPC®

Financial Advisor

Maxwell Clark, CFP®

Financial Advisor

Zachary Clark, CFP®

Financial Advisor

Jane Weekley

Financial Consultant

Pamela E. Sager-Dixon

Director of Client Services

Rita Copp

Client Services Associate

Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPCCetera is under separate ownership from any other named entity.

9311 San Pedro Ave., Ste 750, San Antonio, Texas 78216 United States
We are licensed to offer Insurance Products in AZ, CA, LA, NJ, TX.
We are registered to offer Securities in AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, ND, NJ, NM, NY, TN, TX, UT, VA, WA, WI.

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