Fernando Suarez, CFP®, ChFC®, CLU®

Wealth Management Advisor

My Team

We are committed to providing exceptional service to help our clients realize their dreams and achieve financial security.

Lisa N Heun

Lisa N Heun

Office 210-616-0900

Lisa joined in 2018, after being affiliated in a consulting role for almost 3 years. In her role as Business Manager, Lisa oversses the day to day operations of the firm, and supports the Managing Director’s Wealth Management practice.

Lisa has extensive management experience in operations and finance. She earned a BS in Business Management, with an emphasis in Human Resource Management from Kansas State University. Lisa resides with her husband, Scott, and three children in the hill country. She spends her free time cheering her active children on from a variety of sidelines and cheering for the Wildcats.


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