Kristine Velasquez

I have devoted my 29 year long career as a Financial Advisor to helping individuals and families build, manage, preserve and transition wealth. I start each new client relationship by listening to what is most important to you. After gaining a full understanding of your circumstances and goals, my team and I will go to work. We will research, develop, and recommend strategies that can include investing for income, growth and/or preservation of assets for your future; assist in managing your liabilities, and utilize trust and estate planning strategies when appropriate. If we agree to work together, my team's commitment to you is to implement these strategies in an efficient and cost effective manager, while keeping you informed along the way. We will review your investments periodically, and make changes as your life changes and as the markets dictate. The most rewarding part of my job is helping people through the various stages of their lives. I am honored to have helped several generations of families. My husband Rick and I have been married over 30 years, are both natives of the Texas Hill Country and have two sons. Our passion is spending time with our family, traveling and listening to live music.