Justin Hanna, CFP®
Founding Partner
(210) 348-1394
Justin.Hanna@equitable.com
J. Miguel Velasco
Executive Partner
210-348-1396
Miguel.Velasco@equitable.com
J. Andrew Keck, RPS
Partner
210-348-1382
James.Keck@equitable.com
Emily Persyn, CFP® CDFA®
210-348-1360
Emily.Persyn@equitable.com
(713) 402-6432
oscar.roa@equitable.com
Associate
2103481367
Carolina.Herrera@Equitable.com
(972) 455-9137
nicole.ramirez@equitable.com
(210)348-1364
Marshall.Frazier@equitable.com
Client Relationship Manager
210-348-1379
Shannon.Gregory@equitable.com
New Business Facilitator
210-348-1375
Karen.Kleiwer@equitable.com
Director of Operations
210-774-2041
justin.torres@equitable.com
Operations Manager
210-348-1388
brandon.george@equitable.com
Client Service Specialist
(210) 348-1370
adam.trojcak@equitable.com
Availability / Higher Purpose / Service / Process / Follow Through
Hardwork / Honesty / Fiduciary
Trust / Communication / Trusted Partnership / Teamwork
