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.