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
Availability / Higher Purpose / Service / Process / Follow Through
Hardwork / Honesty / Fiduciary
Trust / Communication / Trusted Partnership / Teamwork
This website uses tracking technologies to enable our website functionalities, to enhance user experience or to analyze performance and traffic. We may also share information about your use of our site with our analytics partners. We do not sell your information or share it for purposes of cross-contextual advertising. For more details on the data we process, see our Privacy Policy.
