Our Team

Team members

Michael Clark, CIMA®, CRC®

President

Timothy Sinks, AIF®

Chief Retirement Officer

Jeffrey D. Allison, CFP®

Vice President

E. J. Jaax, CFP®, CRPC®

Financial Advisor

Jane Weekley

Financial Consultant

Pamela E. Sager-Dixon

Director of Client Services

Micah Wakefield, AWMA®, AAMS®

Operations Manager

Rita Copp

Client Services Associate

Amy Torres

Client Services Associate

Luke Becker

Financial Consultant

Zachary Clark

Financial Consultant

Maxwell Clark

Financial Consultant

Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera 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.

Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing