Next Meeting
Tuesday, February 21, 2012
Speaker:
Michael F. Amoia, JD, LLM, CFP, CLU, ChFC - Crump Life Insurance Svcs. and Potomac Affluent Markets
Topic:
An Estate Planner's View of Life Insurance and Annuity Products for Medium-size Estates
See Event Details
See Complete Calendar
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Leadership
| President
Adam A. Davis
Wells Fargo
512.895.4390
adam.a.davis@wellsfargo.com
| | President Elect/Vice President
Richard H. Tye Attorney
McReynolds & Tye, P.C.
210.227.8800
rtye@mcreynolds-tye.com
| | Secretary
Christopher J. Powers CFP, ChFC, AEP
Dawson Powers LLC
210.918.8970
chris.powers@tfgroup.com
| | Treasurer
Jeff Jackson CPA
Sol Schwartz & Associates, P.C.
210.384.8000 Ext. 144
jbj@ssacpa.com
| | Immediate Past President
Bruce L. Weilbacher CPA
Weilbacher & Associates, P.C.
210.828.8800
blw@wacpas.net
| | Board of Governors
Elinor Froemsdorf CLU, ChFC, AEP
FSC Securities Corporation
210.375.1385
elinor.froemsdorf@gmail.com
| | Board of Governors
Maggie B. Giltner Attorney
Porter, Rogers, Dahlman & Gordon, P.C.
210.736.3900
mgiltner@prdg.com
| | Board of Governors
Ben Gurwitz CFP
Financial Life Advisors, LLC
210.918.8998
ben@teamoliver.com
| | Board of Governors
Reid M. Harrell TO
The Trust Company
210.352.2422
rharrell@thetrustcompany.com
| | Board of Governors
A. Ryland Howard TO
Frost National Bank
210.220.4620
ryland.howard@frostbank.com
| | Board of Governors
Jason L. Rice CFP, ChFC
Wells Fargo
210.856.5903
jason.l.rice@wellsfargo.com
| | Board of Governors
John J. Rizzo Jr. CPA, CFP
John J. Rizzo, Jr., CPA, P.C.
210.229.1975
john@rizzocpa.com
| | Board of Governors
Fernando J. Rocha CPA
Davidson, Freedle, Espenhover & Overby, P.C.
210.340.1065
fernandor@dfeocpa.com
| | Board of Governors
Joseph P. Rubin Attorney
Law Offices of Joseph P. Rubin, P.C.
210.826.7373
rubin@lawcpatax.com
| | Board of Governors
J. Marvin Walker CLU, ChFC
Matteson, Harwood & Walker, Inc.
210.824.7777
jmarvin.walker@gmail.com
| | Board of Governors
Reagan K. Winslow Attorney
Cox Smith Matthews Incorporated
210.554.500
rwinslow@coxsmith.com
| | Board of Governors
Melanie A. Ytuarte CPA
Oroian Guest & Little, P.C.
210.641.5600
melanie@txcpa.com
| | Administrator
Birdie P. Sanchez
BPS Business Services
210.650.4455
bpsinc@satx.rr.com
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