About Us

I have been in the financial services industry for more than 26 years. As a Financial Advisor, my job is to help people in determining their financial goals, and then to develop and implement strategies to help them achieve those goals. I provide comprehensive wealth management, consisting of professional portfolio management strategies as well as liability and risk management, all delivered with a high level of personalized service. Markets are constantly changing and I help my clients preserve, build and manage their total balance sheet in an effort to plan for retirement and pass on their wealth to future generations.

My previous experience as a commercial lender and credit analyst brings a specific set of skills that may be a benefit our clients who own their own businesses. From helping understand the lending environment to assisting with business transitions, I can help the business owner with critical decisions that often impact their largest investment, the business they have worked so hard to build.

With over 100 years of combined financial services experience on my team, discover why so many professionals, business owners, foundations and families have entrusted us to develop their financial strategies and help manage their wealth across generations.

I have earned my undergraduate degree from Southern Methodist University.  I hold the Series 7, 63 and 65 registrations and I am a licensed Insurance and Annuity Agent. 

I have one daughter and reside in San Antonio where I am very active in my daughter's school and activities. I am currently accepting new clients and referrals.

As a PIM ® Portfolio Manager and Chartered Financial Analyst, I am able to draw on my considerable institutional experience to bring unique, creative, and high performing solutions to our clients. 

As an accomplished Financial Services Executive, I offer demonstrated experience in investment management, market analysis, and equity / credit research. I have a record of success working on high performing teams.  My leadership philosophy embraces a focused approach to mentorship and employee engagement to extract meaningful contributions to organizational success. 

Throughout my career, I have been recognized as an analytical thought leader with strong evaluation skills and deep knowledge of investment strategies that achieve portfolio goals. 

I held both leadership and analytical roles within USAA's Asset Management Company for 19 years then made the move to Wells Fargo Advisors and now Wells Fargo Advisors Financial Network.  I hold a Master’s of Business Administration from St. Mary’s University and Bachelor of Science from Texas Tech University.   I earned the Chartered Financial Analyst designation in 2002.

My focus is on building relationships with our clients and creating planning strategies to help them achieve their financial goals throughout their lives.  I enjoy the collaborative conversations with our clients to gain their perspective on their current priorities and their vision for their future.

I began my career in financial services in 2018 and started as Client Associate.  This was a wonderful avenue for building relationships with our clients, making contacts and learning the back-office operations to help provide an outstanding service experience for our clients.

My educational background includes graduating with a BA in Business Administration with focus in marketing from Georgia Gwinnett College in Lawrenceville, GA.  I played softball throughout my college career and earned several awards and recognitions including being chosen for the All-Tournament Team for Region 24, NCAA Division 2 National Pitcher of the Week, chosen for the 2nd All Conference Award and was named to the Director of Athletics Honor Roll.  Now as a Financial Advisor, I recognize the value of my client relationships that allow me to dig deeper and learn about their holistic financial picture to help create customized plans to help address their needs.

In my free time I enjoy being active and outdoors.  Following my passion for team sports I play in a sand volleyball league with friends.  My dog Koda and I enjoy hiking.  Giving back to the community is a priority for me so I have recently started volunteering at the San Antonio Humane Society.

I have been a professional investor for over 20 years, building a successful track record of deep-dive, fundamental research, thoughtful portfolio construction, and customized asset allocation.  My role as a Financial Advisor and PIM Portfolio Manager allows me to apply my skills and experience to help clients build and preserve their wealth using bespoke investment strategies.  I lean on my designation as a CERTIFIED FINANCIAL PLANNER® professional to guide discussions beyond investments to include insurance and tax planning, retirement and estate planning strategies, educational savings, and charitable giving.  My goal is to help ensure that my clients achieve their goals.  

My experience as an institutional investor at USAA, which included managing $6B+ in pension assets (2020-2022), helping to run the $2B+ Income Stock mutual fund (2017-2019), and advising on $80B+ in insurance investments (2020-2022), has sharpened my ability to focus on the long-term plan and not be distracted by the short-term noise.  I believe in tactically adjusting allocations and portfolios to take advantage of market distortions caused by greed and fear.  Often the best time to buy is when everyone else is selling.

I am proud to be the newest member of the Kopplin team at San Antonio Wealth Management.  The experienced and growing team has a client-first approach and an investment process that makes sense.  My skills will enhance their capabilities and drive improved efficiency throughout the operation, with the benefit accruing to the individuals, families, and business owners that we serve.

I have an MBA from Indiana University and a Bachelor of Science degree from Kettering University.  I earned the Chartered Financial Analyst designation in 2006 and the CERTIFIED FINANCIAL PLANNER® certification in 2021.  I also hold Series 7, 63, and 66 registrations and am a licensed Insurance and Annuity Agent.

I have been married to my beautiful wife, Amy, for almost 30 years and we have two wonderful daughters: Samantha, attending college in Illinois, and Carrie, attending college in Texas.

I have been with the practice since 2008, and have over 20 years of financial industry experience.  I take a proactive approach to make sure our client's day to day needs are met efficiently.  My strong work ethic and deep understanding of the groups resources assist in my handling each client request.  Exceptional service is my goal to help ensure success for both the client and the practice.

I am originally from Southern California and now I call Texas my home.   I enjoy spending my free time with my family.

My focus is on supporting our team and delivering a premium service experience for each of our clients. In my role, I supervise account transactions such as trading and money movement.  I handle special service situations and compliance oversight.  I also assist in data analysis and reporting for planning purposes.

I received my BA degree in business administration from the University of Texas in San Antonio.  I have spent 19 years in the financial services industry.   My experiences at firms such as Ameriprise, MetLife, and J.P. Morgan have been invaluable in helping me craft my beliefs and core values to bring to our practice.  I joined Wells Fargo Advisors in 2015 and have been blessed to hold several positions for the firm before finding a home at SAWM. My licenses include the FINRA series 7, 9, 10 and 66. 

Community is a priority to our family so my wife, Jennifer and I volunteer our time to different charities that support local veterans, juvenile diabetes, and the American Cancer Society.  We have 2 children at home, and I am blessed to have an adult daughter living in West Virginia.

I’m a customer service professional with years of experience in hospitality and banking, and I love helping people have great experiences. Whether it’s handling financial transactions, keeping things organized, or working with a team to make operations run smoothly, I’m all about creating a positive and efficient environment. My goal is to make things easier for you and support your financial journey every step of the way.

I have been working with Rob Heckendorn, Financial Advisor, since 2022 and have over 29 years of financial/life insurance industry experience. 

I take a proactive, structured approach to client success and I help ensure every client detail is managed with precision to provide a seamless experience.  My approach to organization allows me to handle high-volume client needs without sacrificing quality, often reducing resolution times and I pride myself on being the reliable point of contact for clients, ensuring their needs are met efficiently and thoroughly.

I moved from North Carolina with my husband who is a former Marine and have been a Texan for over 30 years.

I enjoy spending my free time reading, working in the yard, watching movies and spending time with my family and our dog.