Broker Check

Leadership

Nick J. Valenti, CLU, ChFC, CFP®

President/Investment Advisor Representative

(210) 998-5000

(210) 998-5001

[email protected]

Nick Valenti has been very successful and has won numerous industry awards. He has a unique perspective in the financial services arena with experience in insurance and in banking.

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Elizabeth A. Valenti, CLTC, AIF®

 

Vice President

(210) 998-5036

(210) 998-5001

[email protected]

Elizabeth A. Valenti is Vice President of Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning, wealth accumulation, business planning and executive benefits.

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Kim Stine

Vice President

(248) 663-4764

(248) 827-7378

[email protected]

Kim Stine is a Vice President at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held...

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Kenneth Roesler

Director of Operations and Marketing

(210) 998-5031

(210) 998-5001

[email protected]