FPA of San Antonio & South Texas would like to thank all our sponsors for their support. With their support, we are able to deliver high quality programs.
THANK YOU TO OUR
2012 SPONSORS
PLATINUM LEVEL

FROST INVESTMENT ADVISORS
Margaret G. Velasquez
Mutual Fund Marketing & Liaison Officer
P.O. Box 1600
San Antonio, Texas 78296
Office: 210.220.4039
Fax: 210.220.4058
GOLD LEVEL

THE SPAHN LAW FIRM, PLLC
Matt W. Spahn, Attorney
4440 Piedras Dr. South, Suite 145
San Antonio, Texas 78228
Office: 210.880.4012
Fax: 210.579.1138
SILVER LEVEL

I*FINANCIAL
Kevin Moore, CFP®, AIF®
1901 NW Military Hwy., Suite 222
San Antonio, Texas 78213
Office: 210.342.4346
Fax: 210.308.6815

Susanne M. Glasscock School of Continuing Studies
Rice University
Carroll Scherer
6100 Main Street
Houston, Texas 77005
Office: 713.348.6106
BRONZE LEVEL

INVESCO
Dixie Green
11 Greenway Plz, Suite 200
Houston, Texas 77046
Office: 713.214.7591

CFA SOCIETY OF SAN ANTONIO
David Ullom, CFA®, President

CHARLES SCHWAB ADVISOR SERVICES
Bart Crowder
VP, Managing Director
South Central Region
5601 Granite Parkway, Suite 450
Plano, Texas 75024
Office: 972.731.2732
Fax: 800.977.8206
Cell: 214.995.5487
Thank You 2011 Sponsors
GOLD LEVEL
FROST INVESTMENT ADVISORS
Margaret G. Velasquez
Mutual Fund Marketing & Liaison Officer
P.O. Box 1600
San Antonio, Texas 78296
Office: 210.220.4039
Fax: 210.220.4058
U.S. GLOBAL INVESTORS
Jennifer Alberding
U.S. Global Brokerage, Inc.
7900 Callaghan Road
San Antonio, Texas 78229-2327
ALLIANZ
Sheila Soukup
(972) 839-0929
DALTON EDUCATION
Lisa Russell
Operations Manager
Office: 877.426.2373 ext. 221
Fax: 877.884.4711
SILVER LEVEL
GENWORTH FINANCIAL
Linda Wong, LTCP, CLTC
Genworth Financial
15915 Tall Heights
San Antonio, Texas 78255
Office: 210.218.7705
BRONZE LEVEL
METLIFE BANK, N.A.
Craig Castle
Reverse Mortgage Consultant
Metlife Home Loans
Office: 210.789.3685
FIRST COMMAND FINANCIAL SERVICES
Fred W. Offutt, CFP®
First Command Financial Services
86243 IH-10 West, Suite 250
San Antonio, Texas 78201
Office: 210.735.0653
RICE UNIVERSITY
Kathy Oakley, MBA, CPA, CFP®
CFP® Program Director
Rice University
6100 Main Street
Houston, Texas 77005-1827
Office: 713.348.4498
Interested in learning more about becoming a sponsor - click here!