We are so excited to have the privilege of working together with fellow credentialed, high integrity, and professional colleagues. We feel in the course of serving our clients, it is very important for our own sanity, capability, and client service that we have a reliable continuity and backup in place. Working together as a team, we draw on our similar investment process and philosophy, and have the technical tools to allow us to collaborate, whenever any one of us are not immediately available. We are confident that we will be able to continue to deliver personalized follow-through to help our clients and their families realize their financial and life goals.
Included in some of these collaborative tools, are cloud based work, management systems and investment analysis. We have diligently searched and believe are presently utilizing one of the best analytical tools to decide when and how to take social security benefits. We utilize a state-of-the-art financial planning program. You may benefit from aggregation tools that allow automated flowing of clients balances to update financial plans.
To better service our clients, we we have regularly scheduled meetings to be coordinated, review investment options, and benefit from each other's deep insights.
The world tends to talk about being service oriented, we are fortunate to have our Director of Client Relations, Staci Hernandez, who has a pleasant, can-do and accurate attitude to service clients. We also enjoy the utilization of three virtual assistants who are experts in their own field and allow us to be streamlined, yet have great depth and backup.
It is a joy to have our MBA intern John Dana available to assist with various technical details that tend to require a great deal of time to get right.
Also backing up our team is Sigma Financial Corporation, a 30-year-old broker dealer, with over 600 representatives and great depth and continuity of staff. As an example, in their respective departments, we can call upon any one of six CERTIFIED FINANCIAL PLANNER® practitioners and glean from their full time focus on financial planning issues. We share with them access to all client plans where we can be very efficient and productive in offering best-of-breed collaboration.
Eric has been passionate about investing since starting in college in the early 1970s. He is dedicated to the financial planning and investment profession by earning the following degrees and credentials.
His past business investment experience includes positions with IBM, being an officer with USAA, and the Royal Bank of Canada Wealth Management. He has run several firms in the commercial real estate industry.
He's also passionate about serving his community and has enjoyed active participation in the City of San Antonio's Leadership Program and Masters Leadership Program. He is a volunteer assistant scoutmaster in his sons' scout troop for seven years, and had great joy in teaching various merit badges and seeing many of these great young men become Eagle scouts.
Eric has been blessed with a vibrant 33-year marriage to his wife Angela, a fellow University of Texas Longhorn. They enjoy three adult children and their expanding families. To relax, he enjoys fly fishing, RV'ing, cycling, reading, and attempting golf.
Eric believes you have to have a compatible fit between advisor and client, and is very happy to take the time up front in a no-obligation visit to see if the things Client Centric might offer for a client would be a mutually beneficial fit.
"As you can tell from the above, I'm very passionate about my practice and look forward to having the opportunity of visiting with you to see if the vast resources and experiences we enjoy could benefit you and your family."
~ Eric Weissgarber
CFP® - CERTIFIED FINANCIAL PLANNERTM
CLU® - CHARTERED LIFE UNDERWRITERTM
AIF®- ACCREDITED INVESTMENT FIDUCIARYTM
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Eric Zeitler has a strong knowledge of the financial services industry, its products, processes and culture.
Eric employs his 16 years of experience as an advisor, broker, and investment manager to help extend his comprehension to his clients. Eric obtained his Chartered Retirement Plan Specialist and Chartered Mutual Fund Counselor designations from the College of Financial Planning early in his career and is experienced with Employer Sponsored Retirement Plans. Eric's focuses are investment management, financial planning, employer sponsored retirement plan solutions, group benefits and service.
Eric holds his Series 7, 26, 63, and 65 FINRA licenses, along with his Group 1 Insurance License.
Eric graduated from Angelo State University with a bachelor's degree in Business. Originally from West Texas, Eric has lived in San Antonio for the last 18 years and is married to his beautiful wife Kelly. Eric and Kelly have 2 children. Eric enjoys golf, hunting, volunteering at church and spending time with his family.
CRPS® - CHARTERED RETIREMENT PLANS SPECIALISTTM
CMFC®- CHARTERED MUTUAL FUND COUNSELORTM
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Ty has over a decade of experience working directly with his clients under his belt. He likes to think of himself as a fresh, new perspective on financial planning and forward-looking solutions to help the clients of CCWM reach their goals.
Ty began his career at Ameriprise Financial in 2005 where he built his practice from scratch spending time in both San Antonio and Austin before settling in San Antonio permanently. He enjoys getting to know the clients of CCWM personally because he believes knowing who they are and what they value is key to helping them reach their financial and life goals.
Ty graduated from Texas Tech University where he earned a Bachelors Degree in Business Management. Wanting to combine his quantitative ability with the desire to help people, he was drawn to financial planning.
Ty is a CERTIFIED FINANCIAL PLANNER™ professional - exemplifying his commitment to the highest standards of integrity and professionalism in the industry. He is also a member of the Financial Planning Association, keeping him up-to-date with the ever changing financial world. Ty works with clients across the country and believes people today are seeking the best advice and financial planning relationship regardless of geography.
Ty grew up in Lamesa, Texas a small farming community just south of Lubbock where the landscape is flat, the wind blows and people talk a little slower. He now resides in San Antonio, Texas. When hes not perfecting financial plans Ty enjoys golfing, fishing, Texas Tech football, going to his favorite Crossfit gym as well as exploring the Texas Hill Country and other places near and far, grabbing a cup of coffee, reading, and spending time with friends and family.
If youre looking for a fresh new perspective on your finances schedule an introductory meeting with Ty here. (Book Me link)
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Staci Hernandez brings over 17+ years of administrative practice to her position at CCWM. She has been happily assisting clients in her role as Director of Client Relations since April 2010 and is a pivotal part of our team. Staci is responsible for supporting a busy roster of clients; maintaining a constant stream of inquiries, problem solving, navigating, scheduling, and troubleshooting for the client and the advisor. Her attention and skill set affords her position focus and clear opportunity to attain the goals expected from each and every individual she supports.
Prior to joining our firm, Staci honed her detailed financial skills from 15 years of employment with Beneficial Finance. This comprehensive background provides the experience and characteristics that we value.
Outside of the office, Staci and her husband enjoy raising their three busy children. She is a active Mom and loves spending time supporting her children's extracurricular activities including, baseball and softball.
Staci's role as Director of Client Relations is an essential component to the efficiency of the overall office. She brings versatility to her position as an effective administrator of a busy office. Her personal qualities demonstrate an eye for maximizing time and achieving greater value.
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John Dana graduated from Louisiana Baptist University with a double major in music and business at the age of 20. Since then he has helped start an education business that catered to high school students wanting to jump-start their college degree. He started off working in the finance world as an intern and is currently an analyst at Client Centric Wealth Management.
John enjoys extreme sports such as sky diving, skiing and snowboarding, and mountain climbing. He is an Eagle Scout, John currently helps out at local organizations dedicated to helping widows and orphans.
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