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Investments - Find a Consultant

Your Financial Consultant's role is to help you determine, or re-evaluate, your retirement and investment strategies by offering guidance on investments and assistance with financial planning and insurance.



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Texas Financial Consultants

  • Robert Alaniz

    Robert Alaniz, CRPCSM

    Financial Advisor





    Boerne
    135 W. Bandera Rd.
    San Antonio, TX 78006

    The Rim Branch
    18103 IH-10 W.
    San Antonio, TX 78257

    Bandera
    5757 N.W. Loop 410
    San Antonio, TX 78238

    Contact

    210.476.4774 (main)
    210.476.4859 (direct)
    210.476.4812 (fax)

    Email Robert

    After serving an overseas tour in the U.S. Army, Robert attended the University of Texas San Antonio. He graduated Cum Laude with a Bachelor of Business Administration in Management with an International Business concentration.

    Upon graduation, he immediately joined the financial services industry and held multiple positions from Private Client Advisor to Registered Principal with Ameriprise Financial, JP Morgan Securities, and Bank of America Merrill Lynch.

    As a Chartered Retirement Planning Counselor®, he works closely with investors to build long-term relationships providing tailored financial solutions. Whether it be retirement planning, college education planning, wealth management or life insurance, Robert is able to develop a customized financial strategy suited to your individual needs.

  • Joseph Cater

    Joseph H. Cater

    Financial Advisor





    281 North Branch
    1421 N. Loop 1604 E.
    San Antonio, TX 78232

    Isom
    10205 Oasis St.
    San Antonio, TX 78216

    Park North
    602 N.W. Loop 410, Suite 114
    San Antonio, TX 78216

    Contact

    210.476.4774 (main)
    210.476.4269 (direct)
    210.545.4498 (fax)

    Email Joseph

    Mr. Cater has been in the financial services industry since 1989 and holds a Bachelor of Business Administration degree from Texas A&M University. He is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent who implements retirement planning, wealth management, and cash management programs. Mr. Cater develops long-term relationships with his clients using a conservative approach to investing.

    Mr. Cater is passionate about his hobbies, which include golf, fishing, and cooking. Mr. Cater also volunteers at University United Methodist Church.

  • Brad Feldman

    Brad Feldman

    Financial Advisor





    1604/Bandera Branch
    9253 N. Loop 1604 W.
    San Antonio, TX 78249

    Park North
    602 N.W. Loop 410, Suite 114
    San Antonio, TX 78216

    Contact

    210.476.4774 (main)
    210-476-4128 (direct)
    210.476.4028 (fax)

    Email Brad

    Mr. Feldman entered the financial services industry in 1997 after earning his Bachelor of Business Administration degree from the University of Texas at San Antonio. Mr. Feldman is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He helps members reach their retirement, education, and financial goals through professional guidance and insight into a wide range of products and services. Mr. Feldman has also worked for a number of financial service organizations such as Bank of America Investment Services and Citicorp Financial Services.

    In his spare time, Mr. Feldman enjoys golfing and camping. He is also an Assistant Den Leader with the Cub Scouts.

  • Fred Garza

    Fred Garza

    Financial Advisor





    Highland Hills Branch
    1507 Goliad Rd.
    San Antonio, TX 78223

    410/Rigsby
    2022 SE Loop 410
    San Antonio, TX 78220

    Southwest Military
    7382 Barlite Blvd.
    San Antonio, TX 78224

    Pleasanton
    1360 W. Oaklawn Rd.
    San Antonio, TX 78064

    Contact

    210.476.4774 (main)
    210.877.3960 (direct)
    210.877.3965 (fax)

    Email Fred

    Mr. Garza has been in the financial services industry since 2006. He earned his Bachelor of Arts from Texas A&M University at Kingsville. Mr. Garza is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He uses a clear and educational approach to explain investment selections. His conservative, long-term approach to investing follows the principles of diversification and asset allocation to achieve financial goals.

    In his free time, Mr. Garza enjoys outdoor photography, hiking, and woodwork.

  • Kent Mulkey

    Kent Mulkey

    Financial Advisor





    De Zavala Branch
    12707 IH 10 W. (De Zavala Road Exit)
    San Antonio, Texas 78230

    Wurzbach
    9543 IH-10 W.
    San Antonio, Texas 78230

    Uvalde
    605 E. Main St.
    San Antonio, Texas 78801

    Contact

    210.476.4774 (main)
    210.476.4781 (direct)
    210.476.4222 (fax)

    Email Kent

    Mr. Mulkey has worked at Security Service since 1993, and joined the investment group in 2001. He holds a bachelor’s degree in business administration from the University of Texas at San Antonio and is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent.

    Mr. Mulkey’s personal goal is to offer the finest investment products and services to clients with the utmost honesty and personal integrity. He emphasizes education to ensure his clients are comfortable with investment strategies to provide for their financial security. With a focus on attainable financial goals, Mr. Mulkey helps his clients identify short- and long-term objectives to develop a customized plan.

    Mr. Mulkey volunteers with Girls Scouts of America, YMCA, and a variety of his daughter’s extra-curricular activities. He also enjoys hunting, fishing, home improvement, and gardening.

  • Terry O'Connor

    Terry O'Connor

    ​Financial Advisor





    1604/Culebra Branch
    5750 W. Loop 1604 N.
    San Antonio, TX 78251

    Culebra
    8300 Culebra Rd.
    San Antonio, TX 78251

    Ingram Park Mall
    6301 N.W. Loop 410
    San Antonio, TX 78238

    Contact

    210.476.4774 (main)
    210.877.3947 (direct)
    210.877.3954 (fax)

    Email Terry

    Mr. O'Connor has been in the financial services industry since 2000. He attended the University of Texas at El Paso and is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. Mr. O'Connor works closely with clients to understand their specific financial goals, risk tolerance, time horizon, and investment preferences.

    Mr. O’Connor is an avid outdoorsman who enjoys fly-fishing. He is a former ski instructor and an accomplished private pilot who enjoys volunteering in his community.

  • Jared Parks

    Jared Parks

    ​Financial Advisor





    Windcrest
    4910 Windsor Hill
    San Antonio, TX 78239

    Nacogdoches
    14000 Nacogdoches Rd.
    San Antonio, TX 78247

    Rolling Oaks
    6907 N. Loop 1604 E.
    San Antonio, TX 78266

    Contact

    210.476.4774 (main)
    210.476.4342 (direct)
    210.877.3954 (fax)

    Email Jared

    Mr. Parks has been in the financial services industry since 2006 and has held the CERTIFIED FINANCIAL PLANNERTM certification since 2009. He holds a degree in Economics from the University of Arizona and received his Masters of Business Administration from the Florida Institute of Technology. He is also a registered representative and holds the Series 7 and 66 securities registrations. Additionally, he holds the Texas Group 1 life, accident and health license.

    In working with his clients, Mr. Parks takes a comprehensive, client-focused approach to providing financial planning and investment advice. His goal is to educate, inform, and empower clients financially by delivering the most accurate and timely financial information available while providing the highest quality products, services and advice.

  • Susanne Serna

    Susanne Serna, CFP®

    Financial Advisor





    Hwy. 90 Branch
    7323 Highway 90 W.
    San Antonio, TX 78227

    Southwest Military
    7382 Barlite Blvd.
    San Antonio, TX 78224

    Pleasanton
    1360 W. Oaklawn Rd.
    San Antonio, TX 78064

    Castroville
    703 Hwy. 90 E.
    San Antonio, TX 78009

    Contact

    210.476.4774 (main)
    210.476.4521 (direct)
    210.476.4522 (fax)

    Email Susanne

    After earning her Master’s Degree from Our Lady of the Lake University in 1996, Ms. Serna began her career as a financial advisor. She works closely with each member, whether a new client or seasoned investor, to identify, plan, and understand their financial needs and goals. As a Registered Securities Representative, Investment Advisory Representative, and Insurance Agent, Ms. Serna became a CERTIFIED FINANCIAL PLANNERTM professional in May 2009. Her investment philosophy is based on financial planning, asset allocation, and diversification.

    Ms. Serna enjoys traveling, photography, tennis, and golf. She is a member of the Security Service Volunteer Corps.

Colorado Financial Consultants

  • Charles Blanchette

    Charles Blanchette

    Financial Advisor

    Broadway Branch
    99 S. Broadway
    Denver, CO 80209

    Contact

    1.800.435.6457 (main)
    303.727.6400 (direct)
    303.778.5489 (fax)

    Email Charles

    Mr. Blanchette has been in the financial services industry for over 20 years. As a financial advisor, Mr. Blanchette offers significant experience in asset management for individuals, institutions, and businesses. He has worked with financial and estate issues, taxation, and wealth transfer.

    Mr. Blanchette previously served as Regional Vice President in the Wealth Management Division of a community bank in Colorado. He also headed the National Rollover Retirement Group with Prudential Financial Retirement Services, and has held various sales and management positions at U.S. Bank and Fidelity Investments.

    Mr. Blanchette is a Registered Securities Representative, Investment Advisory Representative, and Life Insurance Agent. He works with members to create a financial plan using a consultative and educational approach. Beginning with member expectations, he focuses on goals, risk tolerance, timeline, and investment selection.

  • Jennelle Chorak

    Jennelle Chorak, CRPS®

    Financial Advisor

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Jennelle

    Ms. Chorak has worked in financial services since 2000. She is a Chartered Retirement Plan Specialist and works with clients to craft and implement strategies for retirement and other investment goals. Her focus is a conservative, long-term approach to investing, applying concepts of diversification and asset allocation. Ms. Chorak is active in her community, volunteering at Pueblo Child Advocacy Center and with the CSU-Pueblo Thundergals, among others.

  • Charlotte McConnell

    Charlotte McConnell

    Financial Advisor

    Fort Collins Branch
    1025 E. Swallow Rd.
    Fort Collins, CO 80525

    Contact

    1.800.435.6457 (main)
    970.207.2035 (direct)
    970.207.2040 (fax)

    Email Charlotte

    Ms. McConnell has been in the financial services industry for more than 20 years. Prior to joining Security Service Investment Group, she served as Corporate Vice President for SummitView Capital in Denver. She also served as Vice President and Head of the Fixed Income Trading Division of John G. Kinnard, in Colorado. Ms. McConnell was Head of the Long-Term Care Insurance Division of a local investment planning company and also worked in the wealth management department. She has held positions in bond and equity trading, working with Fortune 500 companies, institutions, and individuals.

    Ms. McConnell received her MBA in 1997 from the University of Massachusetts in Amherst and is an Investment Advisory Representative and Insurance Agent. She helps clients plan for a successful future by setting goals that include investment and insurance planning. Ms. McConnell's approach is balanced with a long-term philosophy using asset allocation and portfolio diversification. In her spare time, she enjoys photography and hiking. Ms. McConnell also volunteers with the elderly at local assisted living facilities.

    Ms. McConnell received her MBA in 1997 from the University of Massachusetts in Amherst and is an Investment Adviser Representative and Insurance Agent. She works with clients to assist in planning for a successful future by setting goals that include investment and insurance planning. Ms. McConnell's approach is balance and long term philosophy using asset allocation and portfolio diversification.

  • Michael Salardino

    Michael Salardino, CFP®

    Financial Advisor

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Michael

    Mr. Salardino has worked in financial services for over 25 years. He is a CERTIFIED FINANCIAL PLANNERTM, professional and focuses on asset allocation to help clients achieve long-term investment results. Mr. Salardino serves as Chair of the CSU-Pueblo Hasan School of Business Advisory Board, and on the boards of St. John Neumann Catholic School and Pueblo Sister City Commission. Mr. Salardino is a former Pueblo City Council member.

  • Jason Thornock

    Jason Thornock

    Financial Advisor

    Briargate Branch
    1485 Kelly Johnson Boulevard
    Colorado Springs, CO 80920

    Contact

    1.800.435.6457 (main)
    719.265.2201 (direct)
    719.594.5942 (fax)

    Email Jason

    Mr. Thornock has been in the financial services industry since 2000. He earned his bachelor's degree from the University of Northern Colorado in Greeley.

    As a financial advisor, Registered Securities Representative, and Life Insurance Agent, Mr. Thornock works closely with credit union members to educate them in the areas of risk management, retirement savings, and retirement income planning.

    When he’s not helping clients develop financial plans for every stage of life, Mr. Thornock enjoys spending time with family and friends. Often on the weekends his family enjoys traveling to soccer games and tournaments across Colorado.

Utah Financial Consultants

  • Joseph Brett Jenson

    Brett Jenson

    Financial Advisor

    Orem Branch
    175 E. 200 South
    Orem, Utah 84058

    Contact

    1.800.435.6457 (main)
    801.227.3641 (direct)
    801.227.3603 (fax)

    Email Brett

    Mr. Jenson has worked in the securities industry for nearly 10 years. After working for several large investment firms, Mr. Jenson gained experience in developing investment strategies for clients in different life stages and with varying investment needs and risk profiles. He encourages every client to take a long-term view when pursuing their financial goals.

    Mr. Jenson graduated from Brigham Young University – Idaho with a bachelor’s degree in business management. He is a Registered Securities Representative, Investment Advisory Representative, and Licensed Utah Life Insurance Producer.

    When he’s not helping clients create financial plans for the future, Mr. Jenson enjoys spending time with his family. He is an avid sports fan, especially skiing, basketball, golf, and football.

  • Nick Larsen

    Nick Larsen

    Financial Advisor

    South Jordan Branch
    10404 South Redwood Rd.
    South Jordan, Utah 84095

    Contact

    1.800.435.6457 (main)
    801.488.6743 (direct)
    801.488.6779 (fax)

    Email Nick

    Mr. Larsen has been helping clients pursue their financial goals for more than 12 years. While working at several large investment firms, he gained experience in financial planning, investments, 401(k) plans, insurance, and trusts.

    Mr. Larsen uses time-tested principles of investments and personal finance to develop a specific strategy to fit each client’s individual goals. Since financial planning can be complicated, he uses a consultative, collaborative approach to educate clients as he works with them.

    A graduate of the University of Utah, Mr. Larsen has a bachelor’s degree in finance. He is an active member of the Salt Lake County Business Alliance, where he has served in various capacities, including chairman of the Ambassador’s Committee.

Sales Assistants

  • Monique Cassidy

    Monique Cassidy

    Registered Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Monique

    Ms. Cassidy is a registered securities representative and has nearly 20 years of experience in the financial services industry, including retail and institutional sales support, trading, discount brokerage, management, and training roles. She joined the SSIG team in August 2007 after her tenure with World Savings Bank, where she managed the short term assets and liabilities of the company. Ms. Cassidy is committed to fostering a positive team environment and providing excellent customer service to all.

  • Ginger Chapman

    Ginger Chapman

    Registered Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Ginger

    Ms. Chapman has over 20 years of experience in the financial services industry. Prior to joining SSIG, she worked for 12 years with Planto Roe Financial Services as their new business coordinator, processing all new business applications and handling policy service. Prior to that, she was affiliated with Silver Oak Financial Services where she reviewed and processed new business, handled related matters, performed policy service and was the office manager.

    Now with Security Service Investment Group, Ms. Chapman will be assisting and supporting our financial advisors in serving our members, tracking production and ensuring that our members’ needs are met.

  • Rick Garza

    Rick Garza

    Registered Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Rick

    Mr. Garza has 20 years of previous financial services experience with companies such as American Funds, JP Morgan Chase Investments, Charles Schwab & Co., Inc. and Advisor Asset Management. The variety of roles – including retail, customer service, operations, inside sales and compliance – all help to develop his aptitude in the industry. He joined SSIG in April 2015 and will apply his knowledge to provide the highest levels of customer service experience possible.

  • Maria Hughes

    Maria Hughes

    Registered Sales Assistant

    Mt. Carmel Branch
    310 East Abriendo Ave.
    Pueblo, CO 81004

    Contact

    1.800.435.6457 (main)
    719.545.0529 (direct)
    719.544.0081 (fax)

    Email Maria

    Ms. Hughes has worked in financial services for more than 11 years as a sales assistant. Prior to joining Security Service Investment Group, she was a Registered Sales Assistant at Smith Barney. Ms. Hughes has also worked for the City of Pueblo and for the Colorado State Fair. When Ms. Hughes isn’t assisting investors, she enjoys creating pottery in a local art studio.

  • Rhoda Mejia

    Rhoda Mejia

    Sales Assistant

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4812 (fax)

    Email Rhoda

    Ms. Mejia has been with Security Service Federal Credit Union since April 2007. She comes to us from the Account Services Department where she was an Account Analyst that dealt directly with Individual Retirement Accounts (IRAs). Her time with the Credit Union has allowed her to truly understand the principle of our mission statement of delivering personalized service to help build strong financial futures. Her focus is on ensuring the smooth flow of information and resolution to meet the needs of existing and prospective clients. She is also fluent in Spanish and is currently studying at the University of Texas at San Antonio, pursuing a degree in Business Management.

Management

  • John Dallahan

    John J. Dallahan

    Sr. Vice President - Financial Services Registered Principal

    Corporate Headquarters
    16211 La Cantera Pkwy.
    San Antonio, TX 78256

    Contact

    210.476.4774 (main)
    210.476.4410 (direct)
    210.476.4812 (fax)

    Email John

    Mr. Dallahan has been in the securities industry for more than 30 years, primarily in management positions - from branch to senior management. He held regional management positions at Charles Schwab & Company and Fidelity Investments. Mr. Dallahan also worked at USAA's Investment Management Company as a Senior Vice President, directing the sales and operations activities of USAA's mutual fund and brokerage organizations. He has served on a variety of industry committees for both the Securities Industry Association and the Investment Company Institute and is an industry arbitrator for the Financial Industry Regulatory Authority (FINRA). Mr. Dallahan is a registered securities principal, investment advisory representative, and insurance representative.


Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James Financial Services, Inc. is not affiliated with the financial institution or the investment center.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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