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Cecilia Sanchez

Client Service Administrator

(956) 683-1818

all work so well together to make sure that our clients’ needs are met in a level that really does exceed their expectations.”  Her happy family life includes a wonderful husband, an incredible son, and 5 four-legged kids.

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Juan Trevino


(956) 683-1818

Juan has enjoyed helping families and individuals achieve their financial goals since 1988. He attended the University of Illinois at Urbana-Champaign and graduated from the University of Texas Pan Ame

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Thomas P. Greuner

Business Development Coordinator

Judy has been in the financial services industry since 1986.   Much of her work experience was spent at Merrill Lynch.  She is bilingual in Spanish and English and holds license designations that in...


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Web Developer


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