Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

Our advisors

Nora Castro

RICP®

Private Wealth Advisor

Managing Director
Learn more about Nora Castro Visit Nora Castro's website

Elisabeth Uhl

CRPC™, APMA™

Financial Advisor

Associate Vice President
Learn more about Elisabeth Uhl Visit Elisabeth Uhl's website

Tom Uhl

CFP®, CMFA®

Financial Advisor

Vice President
Learn more about Tom Uhl Visit Tom Uhl's website

Rachel N Lothman

Registered Practice Associate

Learn more about Rachel N Lothman Visit Rachel N Lothman's website


Our team

Kim Banesse

Kim Banesse

Registered Client Service Associate,

Chartered Retirement Planning Counselor™

Personal Intro

Kim possesses over 20 years experience as a Licensed Paraplanner with a broad knowledge base in budgeting, insurance, wealth accumulation, investments, estate and retirement planning. She is detail oriented with strong math and analytical skills. She loves spending time with her two amazing teenage daughters and watching them both play soccer at Anderson High School. GO TROJANS!!

Qualifications

  • Associate of Applied Science Patisserie & Baking - Eta Sigma Delta Honors Society, Le Cordon Blue College of Culinary Arts, Austin, TX, 2017

  • Chartered Retirement Planning Counselor®, 2006

  • Series 7, Series 66, Licensed Insurance Representative-Texas Life, Accident and Health, 2005

  • Bachelor of Business Administration in Finance-Magna Cum Laude, Texas State University, San Marcos, TX, 2004

  • Financial Planning Program-Texas State University, San Marcos, TX, 2004

  • Associate in Art Degree-San Antonio Community College, San Antonio, TX, 1998

Roles & Responsibilities

  • Kim is responsible for assisting with client service and transaction requests, preparing financial plans and general administrative duties.
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