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Sponsors

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

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

Spahn Law Firm Logo

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


Rice University Logo

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

BRONZE LEVEL

Invesco Logo

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


CFA Society

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


Charles Schwab Logo

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!

 

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THANK YOU TO OUR
2012 SPONSORS

PLATINUM LEVEL

Frost Investment Advisors

 


GOLD LEVEL

Spahn Law Firm Logo


SILVER LEVEL

i*financial logo

Rice University Logo


BRONZE LEVEL

Invesco Logo


CFA Society


Charles Schwab Logo