Your Partner In Comprehensive Planning

One extremely important aspect of our team is that we are INDEPENDENT advisors. By being completely independent, our allegiance is with the client and not with any particular product. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

Manny grew up in the Hill Country of Kerrville, TX and he attended Texas State University where he graduated with a degree in Finance. Manny first established his relationship with Southwestern by selling books for the company’s summer internship program while attending college. After graduating, he continued working with the Southwestern Company as a sales manager with Southwestern. He helped coach college students on running an effective business, building their communication skills and developing personal growth. He was responsible for hiring, training and managing college students at Texas State University, the University of Texas, UTSA and the University of South Florida.

After building a successful organization over eight years with our parent company, Manny was invited to join Southwestern Investment Group. Manny currently lives in New Braunfels, TX with his beautiful wife and two young boys. He enjoys spending time playing city league football, classic cars, softball, fishing, hunting, and taking his dog “Dugger” to the park. He currently has his series 7, series 66, and life and annuity insurance license.

Cynthia works alongside Manny ensuring our client’s specific financial service needs are met. Whether it is welcoming our newest clients and answering questions or being able to assist on any issue that may arise over time, she makes serving our clients a top priority.

Cynthia is a native Texan and originally from Abilene Texas. She attended Tarleton State University and has over 20 years of Business Administration, Customer Relations and Marketing experience. Prior to becoming a Raymond James Team Member, Cynthia was a Graphic Designer and Retail Purchasing Manager. She continues to bring a warm hospitality and positive energy to our office.

Originally from Lewisville, Texas, Jacob Washburn made San Antonio his new home after graduating from Texas A&M University in 2019 with a bachelor’s degree in Economics. Prior to joining Southwestern Investment Group, Jacob worked briefly with an insurance group, serving the San Antonio community.

At Southwestern Investment Group, Jacob works alongside his mentor Manny Gonzalez, helping Manny to grow the business. By doing so, Jacob is learning everything he can so that, in a few years, he can start a practice of his own.

On his journey to Southwestern Investment Group, Jacob was approached by a recruiter at his last position with an opportunity that sounded almost too good to be true. After meeting Manny and the Southwestern family, he knew this was the best place for him to start a career and that such an opportunity might never come again.

Jacob's favorite part of this job is that he can make a significant impact on individuals’ financial literacy. Every day, he is meeting with clients who leave with a better understanding of finances than when they walked in, as well as a plan for how to get to and through retirement.

When not in the office, Jacob loves to spend time with his wife and Australian Shepherd named Cooper. Together, they all enjoy spending a lot of time outside while hiking, fishing, golfing, or just going for a cruise on his motorcycle.

With a bachelor's degree from the University of the Incarnate Word in San Antonio, Kathleen Kretschmer has over 10 years of experience in management, leadership, and customer sales and service from her prior roles.

At Southwestern Investment Group, Kathleen is currently responsible for managing the Gonzalez and Whaling Wealth Teams’ San Antonio office needs to ensure all clients have an exceptional experience. Kathleen also works to improve efficiencies and operations in all aspects of client interactions and is responsible for onboarding new clients, money movement, and account maintenance.

Before joining the team, Kathleen was led to Southwestern Investment Group as a client, and she loves the company culture. Above all, Kathleen appreciates the company’s core values and that a focus on family is truly important.

Outside of work, Kathleen spends the majority of her time with her three amazing grandchildren and has three children. When not spending time with family, Kathleen enjoys gardening and is an avid sports fan.