Broker Check

Your Team

 

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 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 allow us to be streamlined, yet have great depth and backup.
 

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 TM 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 Weissgarber, MBA, CFP®, CLU®, AIF®

Private Wealth Manager

(210) 807-7599

ericw@ccwmgmt.com

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. A BBA in finance from the...

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Eric Zeitler, AIF®, CRPS®, CMFC®

Private Wealth Manager

210.807.7599

ericz@ccwmgmt.com

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...

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Ty Hodges

(210) 807-7599

tyh@ccwmgmt.com

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...

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Staci Hernandez

Director of Client Relations

210.807.7599

stacih@ccwmgmt.com

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...

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Katie Casey-Macias

Financial Para-Planner

(866)378-4470

Katiec@cccwmgmt.com

Katie Casey-Macias holds a Master of Social Work degree and passed the CFP ® Exam in March of 2016; she is currently pursuing the experience requirement to gain the Certified Financial Planner ™ designation. Katie has...

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