YOUR PARTNER IN COMPREHENSIVE PLANNING

Jeff Whaling is a Wealth Advisor for Southwestern Investment Group, part of the Raymond James Financial Services network. He specializes in providing comprehensive financial advice to his clients. This includes strategies for the beginning investor as well as the more sophisticated investor with a more complex investment diversification. As a part of Raymond James, our team is a group of INDEPENDENT advisors.

We follow the fiduciary standard and commitment to each and every client. We are focused on the absolute best investment strategies to help you with your financial needs whether it be retirement, tax planning, 529’s, etc. Jeff’s family is from the area of Helotes, TX. He has 3 children who have attended Helotes Elementary, Kuentz Elementary, Garcia Middle School, and O’Connor High School (all in the Northside Independent School District). Jeff joined the Southwestern Family of Companies by first selling books in college with the company’s summer internship program. After graduating from Oklahoma State University, he became a sales leader with the company and continued helping college students run a successful business, while building communication skills and developing deep, personal growth.

These campuses included the University of Oklahoma (where Jeff earned an MBA in finance), University of Arkansas, and many other colleges in the greater Oklahoma area. He was later invited to join the school fundraising side of Southwestern, Great American Opportunities. He achieved the rank of Vice-President of Experienced Salespeople and was responsible for fundraising professionals all across the country. After building successful sales organizations over 28 years, Jeff was invited to join Southwestern Investment Group to help open the San Antonio office. He enjoys running marathons, playing basketball, and keeping up with the kids’ activities. He currently has his series 7, series 66 and life and annuity insurance license. He also has an MBA in Finance from the University of Oklahoma.

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.

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.