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# Sendero

We help our clients achieve their goals through holistic solutions that consider what truly matters to them. We stand for intellectual honesty, independent thinking, and personal connections.

## Sitemaps

- [XML Sitemap](https://sendero.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Weekly Market Update: August 11, 2026](https://sendero.com/weekly-market-update-august-11-2026/) - Markets delivered their strongest weekly performance since April as investors responded to a softer-than-expected employment report and growing confidence that the Federal Reserve may remain on hold through its September meeting. While geopolitical tensions in the Middle East and inflation concerns remained important themes, the combination of moderating labor market conditions, resilient corporate earnings, and continued strength in AI-related investment helped support risk assets. The market's response suggests investors focused more on the prospect of stable monetary policy than on the risk of additional rate hikes.
- [Quarterly Investments Webinar: 2Q2026](https://sendero.com/quarterly-investments-webinar-2q2026/) - Our Investments Team met in July to discuss several topics shaping today's market environment. The team revisited the bull-bear scenarios published at the beginning of the year, comparing those expectations against where markets stand now. The discussion explored where returns are being generated across different areas of the market, the influence of ongoing global events, and the continued momentum around artificial intelligence. The team also examined the relationship between inflation expectations and real interest rates, renewed interest in value names, and trends in corporate capital spending. Watch now to stay informed about our current thinking and the areas we are monitoring most closely as market conditions evolve.
- [Weekly Market Update: August 04, 2026](https://sendero.com/weekly-market-update-august-04-2026/) - Markets ended July on a stronger footing, with equities recovering from recent volatility despite a continued rise in long-term interest rates.
- [Market Update: July 28, 2026](https://sendero.com/market-update-july-28-2026/) - Markets faced a challenging week as rising global bond yields weighed on both equities and fixed income.
- [Market Update: July 21, 2026](https://sendero.com/market-update-july-21-2026/) - Markets experienced a notable shift in leadership as a sharp selloff in semiconductor stocks weighed heavily on broad equity indices despite generally constructive economic data and a solid start to second-quarter earnings season.
- [From the Due Diligence Desk](https://sendero.com/from-the-due-diligence-desk-2/) - Some nights sport hands you a metaphor too clean to ignore. Saturday was one of those nights. What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
- [When Life Resets: Starting Over After Divorce](https://sendero.com/starting-over-after-divorce/) - For many women, divorce brings profound change, emotionally and financially. When the papers are signed and the process is behind you, it's normal to feel a mix of emotions: relief, uncertainty, hope, or all of the above. What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
- [Market Update: July 14, 2026](https://sendero.com/market-update-july-14-2026/) - Markets navigated another week shaped by geopolitics, inflation concerns, and shifting expectations for monetary policy. Renewed tensions between the United States and Iran contributed to higher oil prices and raised concerns that the recent improvement in inflation trends could face new headwinds.
- [Monthly Market Recap: June 2026](https://sendero.com/monthly-market-recap-june-2026/) - In June’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on energy markets, inflation, housing, and more.
- [Market Update: July 07, 2026](https://sendero.com/market-update-july-07-2026/) - Markets began the second half of the year on a positive note as investors looked beyond softer labor market data and focused instead on the growing possibility that the Federal Reserve could begin adopting a less restrictive policy stance later this year.
- [Market Update: July 01, 2026](https://sendero.com/market-update-july-01-2026/) - Markets experienced a notable divergence, as supportive macroeconomic conditions and moderating inflation were overshadowed by a sharp rotation within equities, most visibly in mega-cap technology and semiconductor stocks. Importantly, the underlying economic backdrop appears to remain supportive, with steady growth, resilient consumer activity, and continued earnings strength tied to AI-related investment.
- [Market Update: June 23, 2026](https://sendero.com/market-update-june-23-2026/) - Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in capital markets activity. Encouragingly, equity performance appeared to broadened beyond mega-cap leadership, while credit markets remained stable, implying underlying confidence despite a more complex macro backdrop. Against this environment, investors continue to weigh the durability of growth, the trajectory of inflation, and the potential implications for central bank policy. U.S. equities finished modestly higher, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all advancing approximately 0.6%–0.7%, as per Bloomberg data.
- [Happy Father's Day!](https://sendero.com/happy-fathers-day-3/) - Wishing all fathers, grandfathers, and father figures a day of celebration and appreciation. Happy Father's Day!
- [When Does Big Become Too Big?](https://sendero.com/when-does-big-become-too-big/) - Who is actually running your wealth management firm? When private equity or a foreign sovereign wealth fund acquires a firm, the people making decisions for your money now answer to investors whose names you may never know. Read the full article to discover why an independent, employee-owned firm is worth considering.
- [Global Investing Lessons from the World Cup](https://sendero.com/global-investing-lessons-from-the-world-cup/) - With the 2026 FIFA World Cup now underway, global markets and a global sport intersect in a way that offers a useful framework for investors. While the tournament will ultimately be decided on the pitch, several underlying dynamics—talent development, diversification, structural discipline, and behavioral volatility—can serve as helpful analogies for the forces that may influence long-term investment outcomes. What can the San Antonio Spurs vs. Oklahoma City Thunder Game 7 teach us about a market near new highs? Find out in our latest article.
- [Market Update: June 16, 2026](https://sendero.com/market-update-june-16-2026/) - Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in capital markets activity. Encouragingly, equity performance appeared to broadened beyond mega-cap leadership, while credit markets remained stable, implying underlying confidence despite a more complex macro backdrop. Against this environment, investors continue to weigh the durability of growth, the trajectory of inflation, and the potential implications for central bank policy. U.S. equities finished modestly higher, with the S&P 500, Dow Jones Industrial Average, and Nasdaq all advancing approximately 0.6%–0.7%, as per Bloomberg data.
- [Monthly Market Recap: May 2026](https://sendero.com/monthly-market-recap-may-2026/) - In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income markets, and more.
- [Market Update: June 9, 2026](https://sendero.com/market-update-june-9-2026/) - Markets experienced a notable shift in tone this week as stronger-than-expected economic data challenged the prevailing soft-landing narrative and prompted a reassessment of monetary policy expectations.
- [Protecting What Matters Most: A Proactive Approach to Family Wealth and Wellbeing](https://sendero.com/when-life-changes-everything-protecting-what-matters-most-2/) - Life is full of surprises—sometimes it’s an unexpected retirement, sometimes a sudden health change. We believe the best time to plan for the unexpected is before it happens. Discover how proactive planning can provide your family with the opportunity to focus on what matters most, with less stress and more confidence.
- [Navigating the Rough: What Oakmont's U.S. Open Can Teach Investors About Risk Management](https://sendero.com/navigating-the-rough-what-oakmonts-u-s-open-can-teach-investors-about-resk-management/) - The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s journey to success and building a resilient investment portfolio.
- [Market Update: June 2, 2026](https://sendero.com/market-update-june-2-2026/) - Markets closed the week higher, supported by a combination of moderating inflation signals, incremental progress on geopolitical tensions, and continued strength in AI-driven earnings.
- [How We Think About AI at Sendero®](https://sendero.com/how-we-think-about-ai-at-sendero/) - We approach that question with the same care and discipline we bring to every client relationship. We have adopted a deliberate and disciplined approach to AI. We are leaning in, but doing so thoughtfully, with clear guardrails, and without losing sight of why our clients believe in us: a focus on trust, judgment, experience, and long-term relationships.
- [Restarting Your Home Wi-Fi Router: The NSA’s Latest Cyber Security Alert](https://sendero.com/restarting-your-home-wi-fi-routerthe-nsas-latest-cyber-security-alert/) - After a recent wave of sophisticated cyberattacks, federal officials are urging Americans to take a fresh look at their home Wi Fi routers. In this article, David delves into why routers have become a prime target, highlights current NSA guidance, and outlines simple steps, starting with a weekly reboot, that can help protect your data at home.
- [Market Update: May 27, 2026](https://sendero.com/market-update-may-27-2026/) - Markets extended their constructive tone last week, supported by resilient economic data, renewed confidence in artificial intelligence–driven earnings growth, and tentative signs of geopolitical stabilization.
- [Market Update: May 19, 2026](https://sendero.com/market-update-may-19-2026/) - Markets navigated a more complex macro backdrop this week as resilient inflation, rising interest rates, and ongoing geopolitical uncertainty challenged the durability of the recent equity rally.
- [This is Wealth - Living Life Richly: Episode 16](https://sendero.com/this-is-wealth-living-life-richly-episode-16/) - As women, there are things we just don’t say out loud. In this episode, host Liz Crawford is joined by her colleague Sadie Schweers, Wealth Advisor at Sendero®, to pull back the curtain on Let’s Talk, a small‑group, confidential program within Sendero’s Women’s Initiative that creates space for women to have honest conversations about money and the lives wrapped around it. We invite you into our circle, to listen, to own your story, to understand your values, to be empowered, and to have honest conversations about the things that are often left unsaid.
- [Empowering Women - A Father's Vision](https://sendero.com/empowering-women-a-fathers-vision/) - A historic moment in Kentucky Derby history became a point of reflection for Partner | President | Chief Operating Officer, Ian Sale. Cherie DeVaux’s win wasn’t just about breaking barriers for the sake of history; it was about preparation, merit, and resilience. For Ian, a father of three daughters, it signaled quiet and steadfast progress and reinforced why Sendero’s Women’s Initiative exists: to build confidence, expand access, and ensure women are fully invited into leadership and financial decision making.
- [Monthly Market Recap: April 2026](https://sendero.com/monthly-market-recap-april-2026/) - In April’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing his perspective on equity markets, Fed rates, inflation, and more.
- [Happy Mother's Day!](https://sendero.com/happy-mothers-day-3/) - We believe that legacy is not only what is passed down financially, and wealth is not only measured by assets. This Mother’s Day, we honor the mothers whose patience, resilience, and love compound across generations and redefine what true wealth really means. Happy Mother's Day!
- [2026 Hedge Fund Outlook: A Discussion with Evanston Capital Management](https://sendero.com/2026-hedge-fund-outlook-a-discussion-with-evanston-capital-management/) - In February’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing perspective on U.S. equities, inflation, international trends, and the uncertainty during times of volatility.
- [The Power of Compound Interest](https://sendero.com/the-power-of-compound-interest/) - Compound interest is a powerful tool in investing that can help build wealth overtime. In this article, we will explain what compound interest is, how it works, and why it is important to start investing early.
- [Reasons Why People Did Not Invest in the Stock Market](https://sendero.com/reasons-why-people-did-not-invest/) - From global crises to record market highs, the last nine decades were filled with moments that caused investors to pause. History shows, however, that those who stayed invested were often rewarded over time. This chart depicts some of the reasons investors may have sat on the sidelines, and the potential cost of those decisions.
- [Fiesta, Service, and the Heart of Our City](https://sendero.com/fiesta-service-and-the-heart-of-our-city/) - Fiesta is more than a celebration; it’s a testament to community, culture, history, and service. In this article, Ariel shares why this season matters to him, how volunteering at Night in Old San Antonio (NIOSA) fuels his servant’s heart, and how Fiesta’s spirit aligns with the values we live every day at Sendero.
- [Cybersecurity Awareness Guide: Protecting Yourself This Tax Season](https://sendero.com/cybersecurity-awareness-guide-protecting-yourself-this-tax-season/) - Tax season is one of the most active periods for cybercriminals, and today’s scams are more convincing than ever. From fake IRS messages and phone calls to AI generated phishing emails, fraudsters rely on urgency, fear, and familiarity to catch people off guard. Our latest article examines some of the most common tax season scams, how to spot suspicious activity, and simple security habits that can help you protect your personal and financial information.
- [The Green Jacket Nobody Expected — Part 2: When Every Club Stops Working](https://sendero.com/the-green-jacket-nobody-expected-part-2/) - Last week, we drew the parallel between Tiger Woods' improbable 2019 Masters victory and the setup facing quality, earnings-driven companies today. This week, we’re examining how today’s environment may be quietly setting the stage for quality to matter again. Sometimes the hardest move isn’t switching strategies. It’s trusting the right club.
- [Quarterly Investments Webinar: 1Q2026](https://sendero.com/quarterly-investments-webinar-1q2026/) - Our Investment Team met recently to discuss several timely topics, including portfolio performance, market dynamics, and investment outlooks in light of recent economic and geopolitical developments. The team examined the impact of market volatility, inflation trends, and sector-specific shifts, with particular attention to the effects of global events and policy changes on asset allocation. The discussion also addressed the implications of rising yields, the evolving role of private credit, and the reassessment of technology and industrial sectors. Watch now to be informed about ongoing portfolio positioning and areas requiring close monitoring as market conditions evolve.
- [This is Wealth - Living Life Richly: Episode 3](https://sendero.com/this-is-wealth-living-life-richly-episode-3/) - Episode 3 of our podcast, This is Wealth – Living Life Richly, is now available. Join host Elizabeth Crawford on “This is Wealth,” as she chats with math teacher, Jose Molina about engaging kids in investing and teaching financial literacy. In this episode, discover practical tips and insightful advice to help your child take charge of finances and live a richer life. Tune in for actionable strategies to enhance your financial well-being!
- [The Green Jacket Nobody Expected — Part 1: The Setup](https://sendero.com/the-green-jacket-nobody-expected-part-1-the-setup/) - As the Masters Tournament approaches, one of golf’s greatest comebacks offers a timely parallel for today’s markets. Just as Tiger Woods defied years of doubt to claim the green jacket in 2019, quality, earnings driven companies may be positioning for their own moment after being overlooked in a market dominated by hype and speculation. Expectations are low, narratives are set, and history suggests that’s often when conditions get interesting.
- [Private Credit](https://sendero.com/private-credit/) - Private credit is now a $2+ trillion market, having evolved significantly since its origins in the 1990s, when it primarily focused on lending to distressed borrowers. In this article, our Investment Team shares insights on the recent media coverage surrounding growing stress within certain segments of the private credit market.
- [S&P 500 Index Level vs. Wars & Conflicts](https://sendero.com/sp-500-index-level-vs-wars-conflicts/) - Wars and geopolitical conflicts have been a constant throughout history, and recent events may prompt investors to revisit how markets have performed during these periods. The chart below highlights the S&P 500 Index levels dating back to 1927, alongside several major wars and conflicts from then until now. While uncertainty can influence markets in the short term, this long‑term view underscores the market’s resilience and reinforces the importance of maintaining a disciplined, long‑term perspective.
- [Monthly Market Recap: February 2026](https://sendero.com/monthly-market-recap-february-2026/) - In February’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing perspective on U.S. equities, inflation, international trends, and the uncertainty during times of volatility.
- [Your Vote Matters: Bexar County Primary Elections](https://sendero.com/your-vote-matters-bexar-county-primary-elections/) - Early voting in Bexar County is well underway. With Election Day right around the corner, voters have the opportunity to help select candidates for local, state, and federal offices. Voting plays an essential role in shaping the future of our local community, state, and country, and taking part in the primaries helps ensure the ballot reflects the priorities of the people it represents. Stay informed, confirm your registration, and make a plan to vote. Learn more elections through the Bexar County Elections Department: https://www.bexar.org/1568/Elections-Department
- [Grantmaking for Success: Stewarding Generosity with Intention](https://sendero.com/grantmaking-for-success-stewarding-generosity-with-intention/) - We believe that philanthropy reaches its fullest potential when generosity is matched with structure and purpose. Discover more about stewarding generosity with intention in our latest article by our Foundations & Philanthropy team.
- [Monthly Market Recap: January 2026](https://sendero.com/monthly-market-recap-january-2026/) - Our first Market Recap of 2026 is here. Join Amaury as he revisits what happened in the market during the month of January.
- [2026 Market Outlook: Bull-Bear](https://sendero.com/2026-market-outlook-bull-bear/) - Join our investment team for a discussion on our 2026 market outlook, featuring bull, bear, and base case scenarios. They also revisit key themes that shaped 2025, such as inflation and AI, and explore how equity markets are positioned, highlighting where risks may lie and where opportunities may emerge.
- [New Year Financial Planning: A Checklist for Your Financial Health](https://sendero.com/new-year-financial-planning-a-checklist-for-your-financial-health/) - January is a great month to pause, reflect, and set a clear course for your family’s financial well-being. In this article, you’ll find a practical checklist and thoughtful guidance to help you make the most of your financial health in the new year.
- [The Gift of Time: Building New Traditions in Seasons of Change](https://sendero.com/the-gift-of-time-building-new-traditions-in-seasons-of-change/) - The holidays remind us that life moves in cycles—loss, joy, and change. This season, focus on what truly matters: time together. Instead of falling into old routines or small talk, be intentional. Simple gestures like a shared walk, a toast to loved ones, or hopes for the year ahead, create space for the family you are now. Enjoy our latest article about how spending time intentionally with your family is one of the greatest holiday gifts.
- [Living Our Values: My Personal Decision to Become a Sendero Client](https://sendero.com/living-our-values-my-personal-decision-to-become-a-sendero-client/) - This article offers a unique, personal perspective on Sendero’s culture, seen through the eyes of Ian Sale, our Partner | President | Chief Operating Officer.
- [Merry Christmas!](https://sendero.com/merry-christmas/) - From our families to yours, we wish you a very Merry Christmas and Happy New Year!
- [Cybersecurity Tips to Protect You and Your Family in the Age of AI-Driven Threats](https://sendero.com/cybersecurity-tips-to-protect-you-and-your-family-in-the-age-of-ai-driven-threats/) - As artificial intelligence continues to advance, cybercriminals are leveraging these technologies to create more sophisticated and personal threats. With over 1,300+ AI-powered tools now available to hackers, protecting yourself and your loved ones online is more important than ever. Discover tips to help protect yourself and your loved ones from Cybersecurity threats in our latest article.
- [Monthly Market Recap: November 2025](https://sendero.com/monthly-market-recap-november-2025/) - November was a dynamic month for investors. In November’s Market Recap, Amaury shares his insights on market volatility, global equities and emerging markets, and more.
- [This is Wealth - Living Life Richly: Episode 14](https://sendero.com/this-is-wealth-living-life-richly-episode-14/) - In this episode of This Is Wealth, host Liz Crawford sits down with entrepreneur and creative thinker Jason Turner to explore what success really looks like—beyond the job titles, the income, and the checklist life.
- [Monthly Market Recap: October 2025](https://sendero.com/monthly-market-recap-october-2025/) - October was an overall positive month for investors. In October’s market recap, Amaury shares his insights on interest rate cuts, domestic and international stocks, commodities, and more.
- [Sendero Thanksgiving 2025](https://sendero.com/sendero-thanksgiving-2025/) - Family is at the heart of everything we do, and that value shines even brighter as the holiday season approaches. This week, we gathered around our kitchen table for an early Thanksgiving celebration, sharing delicious food, cherished memories, and heartfelt prayers and gratitude for one another and for our clients. Take a look at some of our favorite moments from this celebration!
- [The Psychology of Retiring: Planning Your Purpose Beyond the Portfolio](https://sendero.com/the-psychology-of-retiring-planning-your-purpose-beyond-the-portfolio/) - Many executives and founders discover that the biggest challenge in retirement is money; it’s identity. After decades of working with ultra-high-net-worth individuals, Liz has found that the happiest retirees aren’t those with the largest portfolios—they’re the ones who invest in discovering their next purpose. In this article, Liz shares insights on redefining retirement as a time that is not just for rest—it’s a time to thrive.
- [Honoring Service and Celebrating Sacrifice](https://sendero.com/honoring-service-and-celebrating-sacrifice/) - Veterans Day is a moment to pause, reflect, and express our deepest gratitude to all who have worn the uniform of our nation. From all of us at Sendero®, thank you to all who have served and continue to serve!
- [From Fear to Focus: Tips for Surviving a Volatile Market](https://sendero.com/from-fear-to-focus-tips-for-surviving-a-volatile-market/) - Market volatility is inevitable and can be unsettling for many investors. With Halloween just around the corner, we’re here to treat you to three practical tips for staying calm and confident when the market gets scary.
- [This is Wealth - Living Life Richly: Episode 13](https://sendero.com/this-is-wealth-living-life-richly-episode-13/) - In this episode of This Is Wealth, Liz Crawford sits down with mental health entrepreneur Amanda Koplin to explore what families really need to raise healthy, resilient children—especially when addiction, entitlement, anxiety, or emotional struggles begin to surface.
- [Quarterly Investments Webinar: 3Q2025](https://sendero.com/quarterly-investments-webinar-3q2025/) - Our third quarter investments webinar is now available! Join our Investment and Research Team as they review how we performed against our 2025 bull-bear scenarios, portfolio construction and asset allocation, as well as themes we have observed in the macro environment, equity markets, and more.
- [Sendero Wealth Management Welcomes Tom Yager as Investment Advisor](https://sendero.com/sendero-welcomes-tom-yager-investment-advisor/) - Sendero Wealth Management Welcomes Thomas Yager as Investment Advisor
- [Sendero Wealth Management Welcomes Ed Kreusel as Investment Advisor](https://sendero.com/sendero-welcomes-ed-kreusel-investment-advisor/) - Sendero Wealth Management Welcomes Ed Kreusel, CFA as Investment Advisor
- [Monthly Market Recap: September 2025](https://sendero.com/monthly-market-recap-september-2025/) - In September’s market recap, Amaury provides insights on earnings, tariffs, interest rates cuts, the labor market, international markets, and more.
- [When Life Changes Everything: Protecting What Matters Most](https://sendero.com/when-life-changes-everything-protecting-what-matters-most/) - Life’s biggest challenges often arrive without warning—illness, loss, divorce, or career disruption. In these moments, your financial plan becomes more than a strategy. It becomes a lifeline. In this article, Lee Przybyla shares how to build a resilient financial foundation that can help protect your family, your future, and your peace of mind. Discover how to prepare for the unexpected and ensure your wealth truly serves what matters most.
- [The Heart of Retirement: Redefining Wealth for What Matters Most](https://sendero.com/the-heart-of-retirement-redefining-wealth-for-what-matters-most/) - As the pace of life slows and our calendars open up, retirement invites us to rethink what it means to be live life richly. Inspired by Sahil Bloom’s “The 5 Types of Wealth,” this article explores how time, connection, curiosity, health, and financial freedom come together to create a life of deep fulfillment.
- [Monthly Market Recap: August 2025](https://sendero.com/monthly-market-recap-august-2025/) - In August’s market recap, Amaury provides insights on global equities, mid-cap and small-cap stocks, the Jackson Hole Symposium, and more.
- [This is Wealth - Living Life Richly: Episode 12](https://sendero.com/this-is-wealth-living-life-richly-episode-12/) - In this episode of This Is Wealth: Living Life Richly, host Liz Crawford talks with Staci Almager, former CEO of Hill Country Family Services, about the strength it takes to keep going when life doesn’t go as planned—even when everything looks perfect on the outside.
- [Back to School 2025](https://sendero.com/back-to-school-2025/) - Back-to-school season brings fresh opportunities for our children to learn, grow, inspire, and lead. As classrooms fill with curiosity and backpacks with dreams, let’s remember: education is the foundation for the next generation. Here’s to empowering young minds and shaping a brighter tomorrow! 🌟 We are proud to share the back-to-school faces of our Sendero® family with you!
- [Investing in Tomorrow's Leaders: Sendero's High School Shadowing Program](https://sendero.com/investing-in-tomorrows-leaders-senderos-high-school-shadowing-program/) - This summer, Sendero® proudly launched its first-ever High School Shadowing Program—an immersive experience designed for juniors and seniors to explore careers in wealth management. Inspired by a mentorship story that began eight years ago—leading one student to become a current intern—this program proves the power of early guidance and meaningful connections.
- [August Financial Planning: A Mid-Year Checkup for Families](https://sendero.com/august-financial-planning-a-mid-year-checkup-for-families/) - As summer winds down and the school year approaches, August offers a unique opportunity to reflect and realign your family’s financial strategy. From tuition payments and philanthropic giving to investment rebalancing and estate planning, now is the time to ensure your wealth plan is resilient and aligned with your values. As summer winds down and the school year approaches, August offers a unique opportunity to reflect and realign your family’s financial strategy. From tuition payments and philanthropic giving to investment rebalancing and estate planning, now is the time to ensure your wealth plan is resilient and aligned with your values.
- [Monthly Market Recap: July 2025](https://sendero.com/monthly-market-recap-july-2025/) - Amaury provides insights on global equity markets, the S&P 500, tech stocks, the Federal Reserve’s latest meeting and House testimony, and more.
- [2025 CowParade](https://sendero.com/2025-cowparade/) - CowParade is the largest public art event in the world, and this year it’s back in San Antonio with CHRISTUS Children’s as its exclusive charity partner. This event features 70 life-size, uniquely painted cow sculptures that are placed around the city and ultimately auctioned off for charity.
- [Monthly Market Recap: June 2025](https://sendero.com/monthly-market-recap-june-2025/) - Amaury provides insights on global equity markets, the S&P 500, tech stocks, the Federal Reserve’s latest meeting and House testimony, and more.
- [This is Wealth - Living Life Richly: Episode 11](https://sendero.com/this-is-wealth-living-life-richly-episode-11/) - In this episode of This is Wealth: Living Life Richly, host Liz Crawford sits down with Terry Kyle—Chief Executive Officer and Chief Development Officer of CHRISTUS Santa Rosa Health System Foundations—to discuss what it means to take the fear out of fundraising.
- [Christmas in July](https://sendero.com/christmas-in-july/) - Christmas in July: Helping Our Hill Country Neighbors
- [The Open Championship at Royal Potrush](https://sendero.com/the-open-championship-at-royal-potrush/) - The Open Championship at Royal Portrush presents the perfect parallel to Spaun's weather-tested victory at the 2025 U.S. Open. Northern Ireland's rugged coastal conditions create the ultimate test of adaptability and mental fortitude. Just as links golf rewards those who embrace rather than fight the elements, successful investing requires accepting market volatility as an opportunity rather than an obstacle. Our latest article, written by Rodrigo Lopez, delves further into the similarities of golf and investing.
- [This is Wealth - Living Life Richly: Episode 10](https://sendero.com/this-is-wealth-living-life-richly-episode-10/) - In this episode of This Is Wealth: Living Life Richly, we sit down with the remarkable Suhail Arastu—a San Antonio native whose path has spanned continents, causes, and cultures. From studying neurobiology at Berkeley to deep-sea fishing in a remote Japanese village and circumnavigating the globe with the UN, Suhail’s journey is anything but ordinary.
- [Sendero's Emerging Leaders Featured in San Antonio Business Journal](https://sendero.com/senderos-emerging-leaders-featured-in-san-antonio-business-journal/) - Codey Flickinger, Director | SFE Family Office was recently featured in San Antonio Business Journal’s People on the Move publication as thy newest team member to Sendero’s Family Office division.
- [This is Wealth - Living Life Richly: Episode 9](https://sendero.com/this-is-wealth-living-life-richly-episode-9/) - In this episode of This Is Wealth: Living Life Richly, host Liz Crawford welcomes Mike Bacon—Vice President for Alumni Relations and Development at Trinity University and a trusted advisor to some of Texas’s most transformative philanthropic efforts.
- [Philmont Journey - Part 6](https://sendero.com/philmont-journey-part-6/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 6 of Philmont Journey delves into the crew’s final stages of preparation.
- [A Historic Step Forward: Texas Joins the Growing Movement for Financial Literacy Education](https://sendero.com/a-historic-step-forward-texas-joins-the-growing-movement-for-financial-literacy-education/) - Governor Abbott recently signed House Bill 27 into law, requiring all Texas public high school students to complete a one-half credit course in personal financial literacy. With this signing, Texas becomes the 29th state to guarantee all students receive this critical education, joining a growing movement that recognizes financial literacy as essential preparation for adult life. In this article, Partner | CEO Liz Crawford delves into the importance of financial literacy and why this Bill matters.
- [Happy Father's Day!](https://sendero.com/happy-fathers-day/) - From all of us at Sendero®, we wish you a Father’s Day full of love, joy, and endless blessings. Happy Father’s Day!
- [Father's Day Q&A](https://sendero.com/fathers-day-qa/) - Fatherhood is one of the most rewarding, yet challenging, journeys of a lifetime. Fathers often seek guidance from other fathers who came before them, and in this video, Tyler Davies does just that as he sits down for a Q&A with Ed Hart for answers on some of fatherhood’s frequently asked questions.
- [Happy Mother's Day!](https://sendero.com/happy-mothers-day/) - We want to wish all mothers, grandmothers, and mother figures a day full of love, laughter and joy!
- [Philmont Journey - Part 5](https://sendero.com/philmont-journey-part-5/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 5 of Philmont Journey delves into the prep work taking place to ensure everyone is fully equipped with the essential gear needed for the adventure ahead.
- [Monthly Market Recap: May 2025](https://sendero.com/monthly-market-recap-may-2025/) - In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of May.
- [This is Wealth - Living Life Richly: Episode 8](https://sendero.com/this-is-wealth-living-life-richly-episode-8/) - In this episode of This Is Wealth: Living Life Richly, host Liz Crawford sits down with Elizabeth Fauerso — strategist, storyteller, and the visionary behind some of San Antonio’s most beloved spaces, including the iconic Pearl Brewery.
- [Register Now for Financial Literacy Bootcamp](https://sendero.com/register-now-for-financial-literacy-bootcamp/) - Sendero's Financial Literacy Bootcamp is designed for high school and college students who want to build essential money skills that last a lifetime. Students will engage in practical lessons and interactive activities covering budgeting, spending, saving, investing, credit, and more during sessions led by Saint Mary's Hall math teacher and Bootcamp Facilitator, Jose Molina. Registration is now open!
- [Memorial Day: A Veteran's View](https://sendero.com/memorial-day-a-veterans-view/) - This Memorial Day, let’s remember the true meaning of the holiday and the heroes who made it possible. As you gather with family and friends to reflect and honor those who have fallen, enjoy this article written by Codey Flickinger, Director | SFE Family Office at Sendero® and United States Marine Corps Veteran. Happy Memorial Day!
- [Monthly Market Recap: April 2025](https://sendero.com/monthly-market-recap-april-2025/) - In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of April.
- [Philmont Journey - Part 4](https://sendero.com/philmont-journey-part-4/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 4 of Philmont Journey delves into training and preparation at Bear Creek Scout Reservation and lessons learned along the way.
- [Philmont Journey - Part 3](https://sendero.com/philmont-journey-part-3/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 3 of Philmont Journey is available on our website now.
- [2025 Financial Literacy Bootcamp: Registration is Now Open!](https://sendero.com/2025-financial-literacy-bootcamp-registration-is-now-open/) - Sendero's Financial Literacy Bootcamp is designed for high school and college students who want to build essential money skills that last a lifetime. Students will engage in practical lessons and interactive activities covering budgeting, spending, saving, investing, credit, and more during sessions led by Saint Mary's Hall math teacher and Bootcamp Facilitator, Jose Molina. Registration is now open!
- [Firm Announcement: New Partners](https://sendero.com/firm-announcement-new-partners/) - We are thrilled to announce the elevation of five employees to Partner status! Join us in congratulating Anne Chilton, Kristina G. Craig, David Dale, Tyler Davies, and Rodrigo Lopez on this milestone.
- [Golf vs. Investing: Part 3](https://sendero.com/golf-vs-investing-part-3/) - The 2025 Masters have concluded, and Rory McIlroy has claimed victory. In the final article of our 3-part series, we examine the similarities between Rory’s journey to success and building a resilient investment portfolio.
- [Blazing the Sendero Trail, Part 1](https://sendero.com/blazing-the-sendero-trail-part-1/) - Trails require someone to take the lead; to be the first one to carve the path that will eventually become a trusted trail. Sendero means “path” in Spanish and our trailblazer was Fred Middleton. More than three decades ago, he brought the concept of modern wealth management to San Antonio. He localized the idea of finding
- [The Sendero Story Part 2](https://sendero.com/the-sendero-story-part-2/) - Fred was sure to continue his legacy as well. In 2011, Fred and Scott analyzed the industry landscape and deduced, like many business owners, they had two choices: sell the firm or build for the next generation. The simple answer would have been to cash out and enjoy retirement but the motto of Sendero is
- [Kristina G. Craig, CPA, CGMA® named Chief Financial Officer | Chief Operating Officer](https://sendero.com/kristina-g-craig-cpa-cgma-named-chief-financial-officer-chief-operating-officer/) - “Kristina’s vast knowledge and skillset allows us to think broader, take on more complex client projects and creatively grow and expand our teams…” -Elizabeth Flavin Crawford Partner | CEO Read our press release >>
- [Sendero® Welcomes Julie K. Gerron, CFA as General Counsel | Chief Compliance Officer](https://sendero.com/sendero-welcomes-julie-k-gerron-cfa-as-general-counsel-chief-compliance-officer/) - As General Counsel | Chief Compliance Officer, Julie is directing regulatory compliance and risk mitigation programs. Read our press release >>
- [Sendero® Expands to Austin](https://sendero.com/sendero-expands-to-austin/) - Sendero® is growing, and we are excited to have expanded to Austin, TX with the opening of our new office. Discover more about our growth in our piece in Austin Business Journal by Mike Christen and our official press release.
- [Anne Buckthal Chilton, CFA is Promoted to Investment Advisor](https://sendero.com/anne-buckthal-chilton-cfa-is-promoted-to-investment-advisor/) - Anne Buckthal Chilton, CFA was recently recognized in San Antonio Business Journal’s People on the Move for her promotion to Investment Advisor.
- [Thano Hasiotis, CFA, is Recognized in Austin Business Journal](https://sendero.com/fabian-j-rodriguez-is-promoted-to-investment-advisor/) - Thano Hasiotis, CFA, was recently recognized in San Antonio Business Journal’s People on the Move for his role as Managing Director, Sendero Family Enterprise | Strategist to Investment Committee.
- [Kristina G. Craig, CPA, CGMA®, Awarded 2023 C-Suite Award by San Antonio Business Journal](https://sendero.com/kristina-g-craig-cpa-cgma-awarded-2023-c-suite-award-by-san-antonio-business-journal/) - Kristina G. Craig was awarded the San Antonio Business Journal’s C-Suite award in 2023. This award recognizes CEOs, presidents, vice presidents and other top-level managers who have displayed leadership qualities and who have produced successes for their companies. Merriam-Webster's thesaurus describes leadership as – among other words – guidance, care and stewardship. Leaders are those who inspire passion and can create effective teams. Nominees must be CEOs or other C-level executives of for-profit companies in the San Antonio Area.
- [Kristina G. Craig, CPA, CGMA®, is Recognized in San Antonio Business Journal](https://sendero.com/kristina-g-craig-cpa-cgma-is-recognized-in-san-antonio-business-journal/) - Our Chief Financial Officer | Chief Operating Officer, Kristina G. Craig, CPA CGMA® was recently awarded with San Antonio Business Journal's 2023 C-Suite Award. This achievement was featured in her recent People on the Move publication by San Antonio Business Journal. Congratulations, Kristina!
- [Julie K. Gerron, CFA, is Recognized in San Antonio Business Journal](https://sendero.com/julie-k-gerron-cfa-is-recognized-in-san-antonio-business-journal/) - Julie was recently featured in San Antonio Business Journal's People on the Move publication for her role of General Counsel | Chief Compliance Officer at Sendero®.
- [Monthly Market Recap: December 2023](https://sendero.com/monthly-market-recap-december-2023/) - In this video, Amaury recaps what happened in the market during the month of December.
- [New Year Goals 2024](https://sendero.com/new-year-goals-2024/) - We all have goals for the new year. In our latest video, Investment Advisor Tyler Davies highlights a few of his goals for 2024.
- [Kristina G. Craig, CPA, CGMA® Speaks on Keys to Success and What it Takes to be a Great Leader](https://sendero.com/kristina-g-craig-cpa-cgma-speaks-on-keys-to-success-and-what-it-takes-to-be-a-great-leader/) - Kristina was recently honored with a San Antonio Business Journal 2023 C-Suite award. She speaks about what it takes to be a great leader is a recent article by San Antonio Business Journal.
- [Life is a Journey](https://sendero.com/life-is-a-journey/) - The journey of life is made up of many ups and downs, and how we handle them can be challenging. Liz chooses to celebrate the wins along her journey. Discover more in our latest video.
- [Women's History Month](https://sendero.com/womens-history-month/) - At Sendero®, we firmly believe in promoting women. As a woman-run registered investment advisory firm, we have created a program for women designed to help provide clarity into their financial future. Discover more about Sendero Women in our latest video.
- [90 Reasons Why People Did Not Invest in the Stock Market](https://sendero.com/90-reasons-why-people-did-not-invest-in-the-stock-market/) - In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good reason you should invest.
- [Monthly Market Update: January 2024](https://sendero.com/monthly-market-update-january-2024/) - In this video, we provide a recap of what happened in the market during the month of January.
- [The Importance of Financial Conversations](https://sendero.com/the-importance-of-financial-discussions/) - With tax season upon us, it is a great time to review last year’s finances with your spouse and look ahead at this year’s goals. Discover the importance of having financial conversations in our latest video.
- [2024 Bull-Bear Forecast](https://sendero.com/2024-bull-bear-forecast/) - In this video, our Investment Team provides a 2023 year-end review and an outlook on 2024 bull, bear, and base case scenarios.
- [Common Financial Topics of Discussion](https://sendero.com/common-topics-of-discussion/) - As we speak to many different people over the course of the year, there are often certain topics interest that are common in our discussions. This video dives into the 3 of our most common topics of discussion.
- [Monthly Market Update: February 2024](https://sendero.com/monthly-market-update-february-2024/) - In this video, we provide a recap of what happened in the market during the month of February.
- [AI and the Stock Market](https://sendero.com/ai-and-the-stock-market/) - What does the stock market think about Artificial Intelligence? How does it impact the industry? Discover more about how AI relates to the stock market in our latest video.
- [Let's Talk About Taxes](https://sendero.com/lets-talk-about-taxes/) - This is the time of year when taxes are top of mind for many investors. At Sendero®, we think about taxes all year long. Discover more about our approach in our latest video.
- [Monthly Market Update: March 2024](https://sendero.com/monthly-market-update-march-2024/) - Our latest video recaps what happened in the markets during the month of March.
- [Monthly Market Recap: April 2024](https://sendero.com/monthly-market-recap-april-2024/) - In this video, Partner | Vice President Investment Amaury de Barros Conti provides a recap of what happened in the markets during the month of April.
- [Honoring Our Mothers](https://sendero.com/honoring-our-mothers/) - Family is one of our core values. We are celebrating that value today by honoring all the mothers of Sendero®. Enjoy this video that highlights our team members who are mothers, grandmothers, and stepmothers, team members with their wives who are mothers, and team members with their mothers, grandmothers, stepmothers, and motherly figures. Happy Mother’s Day!
- [Not Investing with Your Politics](https://sendero.com/not-investing-with-your-politics/) - 2024 is an election year, which brings many questions about the potential market impact of different political outcomes. What can you do when the market becomes uneasy about the uncertainty of the upcoming election? Discover more in our latest video.
- [Financial Literacy Bootcamp 2024](https://sendero.com/financial-literacy-bootcamp-2024/) - We are excited to announce the launch of our first Financial Literacy Bootcamp on June 17th! We believe that learning financial literacy from a young age is important and can help your child become financially successful in the future. Our Financial Literacy Bootcamp has been carefully curated to do just that.
- [Monthly Market Recap: May 2024](https://sendero.com/monthly-market-recap-may-2024/) - In this video, we provide a recap of what happened in the markets during the month of May.
- [Happy Father's Day!](https://sendero.com/happy-fathers-day-2/) - Family is one of Sendero’s Core Values. Join us in celebrating this value with a video of all the Sendero® dads in honor of Father’s Day.
- [2024 Mid-Year Review](https://sendero.com/2024-mid-year-review/) - Join our investments team as they provide insights into what happened in the first half of the year and look ahead at the remainder of 2024.
- [The Women's Initiative](https://sendero.com/the-womens-initiative/) - We are excited to announce the relaunch of our Women’s Program – and it has a new name: The Women’s Initiative. The program will kick off with a September 18th event with wellness coach, international speaker, and mindfulness advocate, Alison Canavan. Stay tuned for more information about the upcoming event, and discover more about The Women’s Initiative in this message from the program’s founder and Sendero’s Partner | CEO Liz Crawford.
- [This is Wealth - Living Life Richly: Episode 1](https://sendero.com/identifying-wealth/) - In this episode of "This is Wealth-Living Life Richly," Elizabeth Crawford and special guest Tara Maxwell explore wealth beyond finances. They discuss its emotional, spiritual, and familial dimensions, offering insights on discussing wealth within families and fostering healthy money conversations. Tune in for practical tips on cultivating a harmonious family dialogue and embracing wealth in all aspects of life.
- [3 Tips for a Mid-Year Financial Check In](https://sendero.com/3-tips-for-a-mid-year-financial-check-in/) - With summer coming to a close, it’s a good time to do a quick appraisal of your financial situation. In this video, we give you 3 tips that can help you start your mid-year financial review.
- [This is Wealth - Living Life Richly: Episode 2](https://sendero.com/this-is-wealth-living-life-richly-episode-2/) - Episode 2 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, Liz sits down with international speaker, wellness coach, and mindfulness advocate, Alison Canavan. Alison is a former model whose journey from the runway to a personal transformation is truly inspiring.
- [Market Update: August 2024](https://sendero.com/market-update-august-2024/) - Join our Investment Team as they discuss the recent volatility and decipher what has been happening in the markets globally.
- [This is Wealth - Living Life Richly: Episode 4](https://sendero.com/this-is-wealth-living-life-richly-episode-4/) - Episode 4 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, join host Elizabeth Crawford on “This is Wealth,” as she chats with financial expert Joe Gonzalez about the ins and outs of borrowing money, what to do and what not to do.
- [Financial Conversations with Kids](https://sendero.com/financial-conversations-with-kids/) - Is it ever too late to have financial conversations with your kids? In our latest video, we explore why having these conversations is important and provide a few tips on when and how to have them.
- [This is Wealth - Living Life Richly: Episode 5](https://sendero.com/this-is-wealth-living-life-richly-episode-5/) - Episode 5 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, Liz Crawford speaks with Lisa Friel, CPA and champion for women in finance. They delve into Lisa’s career experience, the progress of women in the financial sector, and highlight Sendero's upcoming Women’s Initiative Event.
- [This is Wealth - Living Life Richly: Episode 6](https://sendero.com/this-is-wealth-living-life-richly-episode-6/) - Episode 6 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode, host Liz Crawford welcomes Teri Grubb, Sendero Wealth Management’s new Chief Operating Officer, for a discussion on their experience working in a male-dominated field. They explore Teri’s career ascent, strategies for self-advocacy, and the keys to overcoming workplace challenges. Tune in for a dynamic conversation filled with insights and inspiration to help you excel and lead with confidence in your career.
- [2024 Presidential Election: How the Results May Impact the Market](https://sendero.com/2024-presidential-election/) - The wait is over, and the results are in – Donald Trump has won the 2024 Presidential Election. Join our Investment Team as they provide insights into what these results could mean for the markets.
- [2025 Bull-Bear-Base Scenarios](https://sendero.com/2025-bull-bear-base-scenarios/) - Join our Investment Team as they discuss our outlook on 2025 bull, bear, and base scenarios.
- [Merry Christmas and Happy New Year!](https://sendero.com/merry-christmas-and-happy-new-year-2/) - From our families to yours, we wish you a very Merry Christmas and Happy New Year!
- [91 Reasons Why People Did Not Invest in the Stock Market](https://sendero.com/91-reasons-why-people-did-not-invest-in-the-stock-market/) - In this document, we examine why people did not invest in the stock market over the last 90 years and provide you with one good reason you should invest.
- [Monthly Market Recap: January 2025](https://sendero.com/monthly-market-recap-january-2025/) - In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of January.
- [Talking Alternative Investments with Evanston Capital Management](https://sendero.com/talking-alternative-investments-with-evanston-capital-management/) - Our Partner and Chief Strategist, Dr. John B. Rowsell sits down with Evanston Capital Management’s Founding Partner, CEO, and CIO, Adam Blitz to talk about alternative investments and our partnership with ECM.
- [Monthly Market Recap: February 2025](https://sendero.com/monthly-market-recap-february-2025/) - In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of February.
- [Kristina G. Craig, CPA, CGMA®, is Recognized in San Antonio Business Journal's People on the Move](https://sendero.com/kristina-g-craig-cpa-cgma-is-recognized-in-san-antonio-business-journals-people-on-the-move/) - While retaining her role as Chief Financial Officer, Kristina was recently named Vice President Estate & Tax, where she serves as an in-house advocate for clients and a resource to guide families through the intricate environment of generational wealth transitions.
- [What is Financial Literacy Month?](https://sendero.com/what-is-financial-literacy-month/) - Celebrated during the month of April each year, Financial Literacy Month is dedicated to promoting financial education and empowering individuals to make informed financial decisions. Sendero® is committed to educating youth on Financial Literacy with our Financial Literacy Bootcamp, held in June of each year.
- [Codey Flickinger, CPA, is Featured in San Antonio Business Journal's People on the Move](https://sendero.com/codey-flickinger-cpa-is-featured-in-san-antonio-business-journals-people-on-the-move/) - Codey Flickinger, Director | SFE Family Office was recently featured in San Antonio Business Journal’s People on the Move publication as thy newest team member to Sendero’s Family Office division.
- [Monthly Market Recap: March 2025](https://sendero.com/monthly-market-recap-march-2025/) - In this video, Partner | Vice President Investments, Amaury de Barros Conti, provides a recap of what happened in the markets during the month of March.
- [Golf vs. Investing: Part 2](https://sendero.com/golf-vs-investing-part-2/) - In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 2: Golden Bell, Amen Corner, and the Art of Portfolio Construction
- [Golf vs. Investing: Part 1](https://sendero.com/golf-vs-investing-part-1/) - In anticipation of the Masters Tournament that begins on April 10th, we are producing a 3-part article series that examines the similarities between golf and investing, written by Partner | Director of Due Diligence, Rodrigo Lopez. Part 1: That Awkward 3-Iron Moment: When Your Portfolio's Least Favorite Club Saves Par
- [Casting for Returns: The Similarities of Investing and Bass Fishing](https://sendero.com/casting-for-returns-the-similarities-of-investing-and-bass-fishing/) - Investing and bass fishing may seem like distant cousins, at best Yet at second glance, they are more alike than what meets the eye. Curious about what these similarities could possibly be? Read our latest article to find out.
- [Tips for Navigating Tax Season](https://sendero.com/tips-for-navigating-tax-season/) - Tax season is here and can be a stressful time for many, but with the right preparation and knowledge, you can make the process much smoother. In this article, we will explore several tips that can help you navigate through the filing season with ease.
- [Philmont Journey - Part 2](https://sendero.com/philmont-journey-part-2/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values through his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012, when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 2 of Philmont Journey is available on our website now.
- [Philmont Journey - Part 1](https://sendero.com/philmont-journey-part-1-january-2025/) - Service and Family are two of Sendero’s Core Values. Partner and Vice President of Investments, Amaury de Barros Conti, regularly demonstrates those values with his involvement with the Boy Scouts of America. Amaury has been involved with scouting since 2012 when his oldest son started as a Bobcat. His youngest son joined scouting in 2015 and is now a Star Scout. Over the years, Amaury has been on many camping trips with the Scouts, and the biggest journey is ahead of him. Amaury and his youngest son will be going to the Philmont Scout Ranch for a 7-day high-adventure hiking trip on June 28th. Follow along the journey with Amaury as he provides monthly updates on how this journey advances. Part 1 of Philmont Journey is available on our website now.
- [Tips for a Successful Year-End Financial Review](https://sendero.com/tips-for-a-successful-year-end-financial-review/) - As the year draws to a close, it's the perfect time to take a step back and review your financial situation. In this article, we will provide several tips that may help you begin the process of a year-end financial review.
- [Charitable Giving During the Holiday Season: Maximizing Your Impact](https://sendero.com/charitable-giving-during-the-holiday-season-maximizing-your-impact/) - The holiday season is a time of joy, reflection, and generosity. It's a great opportunity to engage in charitable giving, not only to spread cheer but also to make a meaningful impact on causes that matter to you and your family. This article delves into how strategic charitable giving involves thoughtful planning, understanding the various aspects of donations, tax benefits, and aligning your contributions with personal values.
- [Election Day 2024 - Let Your Voice be Heard](https://sendero.com/election-day-2024-let-your-voice-be-heard/) - Today is Election Day, and we let our voices be heard at the ballot box. If you haven't already, we hope you'll take part in shaping the future and cast your vote. For Bexar County Election Day voting information, visit Election Day Vote Information | Bexar County, TX - Official Website
- [This is Wealth - Living Life Richly: Episode 7](https://sendero.com/this-is-wealth-living-life-richly-episode-7/) - Episode 7 of our podcast, This is Wealth – Living Life Richly, is now available. In this episode of This is Wealth - Living Life Richly, host Liz Crawford sits down with Shannon Davis, a remarkable woman known for her relentless fight for justice. Shannon is a wife, mother, attorney, and CEO, but she’s best recognized for taking on impossible causes and making an extraordinary impact.
- [Habits, Routines, and Time Management](https://sendero.com/habits-routines-and-time-management/) - Small changes over time can lead to positive results when trying to overcome a bad habit or form a healthy one. In this video, we explore how developing sustainable routines and time management skills can help you form healthy habits or overcome bad ones.
- [Fatherhood and Family Values](https://sendero.com/fatherhood-and-family-values/) - In anticipation of Father’s Day this weekend, Partner | Chairman, Scott R. McMillian reflects on fatherhood and family values. He also shares a story about his own father and reflects on the values he “caught” from his dad.
- [Integrating Financial Wellness into Men's Health Month](https://sendero.com/integrating-financial-wellness-into-mens-health-month/) - June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness that contribute to overall health, such as finances. Discover how financial wellness integrates into Men’s Health Month in our latest article.
- [Gifting Stock Portfolios to High School Graduates](https://sendero.com/gifting-stock-portfolios-to-high-school-graduates/) - As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock portfolios may be an option for your high school graduate.
- [Happy Mother's Day!](https://sendero.com/happy-mothers-day-2/) - Some mothers are biological, some mothers are stepmothers, and some mothers are not biologically related but are chosen. As we approach Mother’s Day, we want to celebrate all mothers in our lives. Happy Mother’s Day!
- [Fear of People's Opinions and Investing](https://sendero.com/fear-of-peoples-opinions-and-investing/) - You have likely heard of FOMO (fear of missing out), but have you heard of FOPO (fear of people’s opinions)? Discover more about FOPO and how it relates to investing in our latest video.
- [Spring Cleaning Your Finances](https://sendero.com/spring-cleaning-your-finances/) - As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our latest article.
- [Preparing Your Family to be Good Stewards](https://sendero.com/preparing-your-family-to-be-good-stewards-2/) - Talking to your family about stewarding your wealth can be complex. Discover more about preparing your family to be good stewards in this video.
- [3 Tips for Household CFOs](https://sendero.com/household-cfo-tips/) - For many households, it’s common to have a “CFO Spouse” who loves to discuss all things financial and a “Non-CFO Spouse” who may not love financial conversations as much. This video provides 3 tips for household CFOs that may help you be a better steward of your family’s portfolio and engage in financial conversations with your “Non-CFO Spouse”.
- [Investing vs. Gambling](https://sendero.com/investing-vs-gambling/) - Some people may argue that investing and gambling are one in the same. However, investing shows an expected positive return over time whereas gambling does not. Discover more about the differences between investing and gambling in our latest video.

## Pages

- [Sendero Wealth Management](https://sendero.com/) - A Trusted Independent Financial Advisory Firm, helping you navigate wealth beyond investments. We help our clients achieve their goals through holistic solutions that consider what truly matters to them, in their professional and personal lives, today and in the future. We stand for intellectual honesty, independent thinking, and personal connections.
- [Careers](https://sendero.com/careers/) - Careers Making a career move is a big decision. Attracting top talent that fits our core values of respect, service, honor, trust, and family are critical to us. If you’re looking to make a move to a place where you will be respected, welcomed and encouraged to reach for the stars, take a look at
- [SpaceX](https://sendero.com/spacex/) - Your SpaceX equity is worth a lot.Let's make sure it stays that way. FOR SPACEX EMPLOYEES & SHAREHOLDERS Vested options, RSUs, or shares you purchased when SpaceX was private. A tender offer or sale turns paper value into real money and real decisions. Sendero can help you evaluate timing, tax considerations, and trade-offs so you
- [SpaceX - Request Thank You](https://sendero.com/spacex-request-thank-you/) - Your SpaceX equity is worth a lot.Let's make sure it stays that way. Thank you for your request! We will get in touch with you shortly.
- [What Makes Us Different](https://sendero.com/what-makes-us-different/) - WHY SENDERO® What Makes Us Different Partner-Led Firm As a locally managed firm, we can make decisions that benefit our client, not a bureaucracy. Our Partners Our People We have a uniquely qualified senior management team with decades of multifaceted investing and problem-solving experience. Two thirds of our team work directly with our clients. Our
- [The Women's Initiative](https://sendero.com/the-womens-initiative/) - Every Stage of Your Life Investing In Your Future Pivotal Life moments Every Stage of Your Life Women have unique wealth management needs regardless of the phase of life. We are committed to engaging, empowering, and partnering with women to become stewards of their wealth throughout each stage of their lives. We are focused on
- [Women’s Happy Hour - July 30, 2026](https://sendero.com/womens-happy-hour-july-30-2026/) - You are invited to our Women's Happy Hour A Season of Connection Summer has kept us wonderfully busy, and we hope you have been making the most of these sunny summer days! Whether you are filling your time with travel, family gatherings, or simply enjoying everything that makes summer in the Hill Country special, we
- [Boerne Chamber Mixer - Aug 27, 2026](https://sendero.com/boerne-chamber-mixer-aug-27-2026/) - BOERNE CHAMBER AFTER HOURS MIXER & RIBBON CUTTING—Hosted by Sendero Wealth Management. AUGUST 27, 4:00 – 6:00 PM @ The Richter
- [Let's Talk](https://sendero.com/lets-talk/) - Let's Talk Our “Let’s Talk” program is designed to bring women with wealth together to learn, share experiences, and grow as individuals. We cover important topics such as your money story, knowing your numbers, decision making, communication, death, disability, and divorce. We don’t believe in dull education so get ready to have fun while learning!The program is
- [Boerne Chamber Mixer - Aug 27, 2026 - Yes, Thank You](https://sendero.com/boerne-chamber-mixer-aug-27-2026-yes-thank-you/) - BOERNE CHAMBER AFTER HOURS MIXER & RIBBON CUTTING —Hosted by Sendero Wealth Management Thank you Thank you for registering for the Boerne Chamber Mixer and Ribbon Cutting on Thursday, August 27, 2026 from 4:00pm – 6:00pm. You will receive a confirmation email shortly. Please see below the event details:Date: Thursday, August 27, 2026Time: 4:00pm –
- [Philanthropy](https://sendero.com/philanthropy/) - OUR SOLUTIONS Family Foundations Begin with Your Story Giving backas value Your charitable giving represents your values. The causes that are important to you and the intent for philanthropy in your life are personal decisions. Our expertise in creating your customized strategic plan allows your values to shine. From afterthought to forethought Full time administration
- [Boerne Chamber Mixer - Aug 27, 2026 - Not Attending](https://sendero.com/boerne-chamber-mixer-aug-27-2026-not-attending/) - BOERNE CHAMBER AFTER HOURS MIXER & RIBBON CUTTING —Hosted by Sendero Wealth Management I will not be able to attend Name(Required) First Last Email(Required)
- [Boerne Chamber Mixer - Aug 27, 2026 - Yes, I will attend](https://sendero.com/boerne-chamber-mixer-aug-27-2026-yes-i-will-attend/) - BOERNE CHAMBER AFTER HOURS MIXER & RIBBON CUTTING —Hosted by Sendero Wealth Management Yes, I will attend Name(Required) First Last Email(Required) Any dietary restrictions?Are you bringing a guest?(Required) Yes No Guest Name(Required) First Last Guest Email(Required) Any dietary restrictions for your guest?
- [Boerne Chamber Mixer - Aug 27, 2026 - Not Attending, Thank You](https://sendero.com/boerne-chamber-mixer-aug-27-2026-no-thank-you/) - BOERNE CHAMBER AFTER HOURS MIXER & RIBBON CUTTING —Hosted by Sendero Wealth Management Thank you for letting us know We’re sorry you’re unable to attend The Boerne Chamber Mixer & Ribbon Cutting on August 27, 2026. We hope to see you at our next event.
- [AR/AP Accounting Specialist](https://sendero.com/ar-ap-specialist/) - CAREERS Open Positions AR/AP Accounting Specialist About the Role The AR/AP Accounting Specialist administers the firm’s accounts payable, accounts receivable, and client billing functions while ensuring the accurate processing, recording, and reporting of financial transactions. This role serves as the subject matter expert for AR/AP systems, manages compliance documentation, processes client billing and cash receipts,
- [Form CRS, Disclosures & Important Documents](https://sendero.com/form-crs-disclosures-important-documents/) - Form CRS, Disclosures & Important Documents Sendero Wealth Management, LLC (“Sendero”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Sendero® is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which Sendero® maintains clients. Sendero® may only
- [Financial Bootcamp](https://sendero.com/financial-literacy-bootcamp/) - About Financial Literacy Bootcamp: Individual Budgeting & Investing Sessions Back by popular demand – Financial Literacy Bootcamp Budgeting and Investing sessions! Back by popular demand – Financial Literacy Bootcamp Budgeting and Investing sessions!We believe that learning financial literacy from a young age is important and can help your child become financially successful in the future.
- [Financial Bootcamp - June 2026](https://sendero.com/financial-bootcamp-june-2026/) - 3rd Annual Financial Literacy Bootcamp Budgeting & Investing We believe that learning financial literacy from a young age is important and can help students build confidence and make smart financial decisions for the future. Our Financial Literacy Bootcamp has been carefully designed to provide engaging, hands-on learning experiences that make personal finance both practical and
- [Not attending Thanks, Women's Happy Hour - July 30, 2026](https://sendero.com/not-attending-thanks-womens-happy-hour-july-30-2026/) - You are invited to our Women's Happy Hour Thank you for letting us know We’re sorry you’re unable to attend our Women’s Happy Hour – July 30, 2026. We hope to see you at our next event.
- [Not attending form, Women's Happy Hour – July 30, 2026](https://sendero.com/not-attending-form-womens-happy-hour-july-30-2026/) - You are invited to our Women's Happy Hour I will not be able to attend Name(Required) First Last Email(Required)
- [Attending form, Women's Happy Hour – July 30, 2026](https://sendero.com/attending-form-womens-happy-hour-july-30-2026/) - You are invited to our Women's Happy Hour Yes, I will attend Name(Required) First Last Email(Required) Any dietary restrictions?Are you bringing a guest?(Required) Yes No Guest Name(Required) First Last Guest Email(Required) Any dietary restrictions for your guest?
- [Thank You, Women's Happy Hour - July 30, 2026](https://sendero.com/thank-you-womens-happy-hour-july-30-2026/) - Thank you for registering to our Women's Happy Hour Thank you for registering for our event on Thursday, July 30, 2026 from 4:30pm – 6:30pm at El Chaparral. You will receive a confirmation email shortly. Please see below the event details:Date: Thursday, July 30, 2026Time: 4:30pm – 6:30pmLocation:El Chaparral36 Old San Antonio Rd. Boerne, TX
- [Open House - Tuesday, January 13, 2026](https://sendero.com/open-house-tuesday-january-13-2026/) - Sendero Open House After a year of thoughtful growth—new partners, well-earned promotions, and talented additions to our team—we are eager to bring everyone together. Join us to reconnect and meet the faces behind your Sendero family. When Tuesday, January 13, 2026 4:30pm – 6:30pm Where The Argyle (Slick Urschel Room)934 Patterson AvenueSan Antonio, Texas 78209
- [Mix & Mingle - May 19, 2026](https://sendero.com/mix-mingle-may-19-2026/) - Your Path to Security At Sendero®, we created a platform where women freely talk about and understand their personal finances. Our passion is guiding women and providing clarity for their financial futures. We provide the tools and education to instill confidence in creating a healthy relationship with their money, both now and moving forward. Educational
- [Financial Bootcamp, June 2026 - Thank You](https://sendero.com/financial-bootcamp-june-2026-thank-you/) - Thank you for your interest in Financial Literacy Bootcamp! You will receive an email with payment information and additional details soon. Presented by
- [Not attending form, Mix & Mingle – May 19, 2026](https://sendero.com/not-attending-form-mix-mingle-may-19-2026/) - I will not be able to attend
- [Thank You, Mix & Mingle – May 19, 2026](https://sendero.com/thank-you-mix-mingle-may-19-2026/) - Sendero Mix & Mingle – May 19, 2026 Thank you for registering for our event on Tuesday, May 19, 2026 from 4:30pm – 6:30pm at The Oben Room at Richter Tavern. You will receive a confirmation email shortly. Please see below the event details:Date: Tuesday, May 19th 2026Time: 4:30pm – 6:30pmLocation:The Oben Room at Richter
- [Attending form, Mix & Mingle – May 19, 2026](https://sendero.com/attending-form-mix-mingle-may-19-2026/) - Yes, I will attend
- [Not attending Thanks, Mix & Mingle – May 19, 2026](https://sendero.com/not-attending-thanks-mix-mingle-may-19-2026/) - Thank you for letting us know We’re sorry you’re unable to attend our Mix & Mingle – May 19, 2026. We hope to see you at our next event.
- [Contact](https://sendero.com/contact/) - Contact We offer you personal assistance with your questions and inquiries.​ Request an Appointment Sendero Wealth Management San Antonio 250 W. NottinghamSuite 300San Antonio, TX 78209 (210) 805-0171 View map ⟶ Austin 200 Congress Ave.Suite 904Austin, TX 78701 (512) 549-2246 View map ⟶ Boerne 1580 S Main St.Suite 203Boerne, TX 78006 (210) 739-1818 View map
- [Our Events](https://sendero.com/our-events/) - EVENTS Serving clients with the purpose of guiding and navigating their financial futures. We stand for intellectual honesty, independent thinking, and personal connections. AUG 27 View Event Details 153 S Main St, Boerne, TX 78006 4:00 PM - 6:00 PM Please join Sendero Wealth Management for a Boerne Chamber After Hours Mixer and Ribbon Cutting
- [Stay in Touch](https://sendero.com/stay-in-touch/) - COL 1 COL 2
- [Investments](https://sendero.com/investments/) - OUR SOLUTIONS Investments A Legacy of Trusted Financial Advisory Services 1 | Personal Attention and Focus Our team at Sendero® believes in a personalized approach that is focused on you. Our model is designated to deliver what you need – an individualized planning process that provides a clear path and adapts to changes in life.
- [People](https://sendero.com/people/) - WHY SENDERO® People Your Story. Our Expertise. One Team. As a partner-led firm, Sendero® is comprised of strategists and global financial experts with diverse and complementary backgrounds. Our areas of expertise spread across multiple generations and each member of our team brings unique strengths and experiences to create tailored questions. Partner Investment and Research Advisors
- [Family Office](https://sendero.com/family-office/) - OUR SOLUTIONS Family Office: Unique as the Family it Serves Charting a Personalized Path The lives of family office clients are unique, multifaceted, and demand expertise. They require a dramatically different approach to address the needs of their full balance sheet and a comprehensive set of services, both financial and non-financial. We work closely to
- [Legacy](https://sendero.com/legacy/) - OUR SOLUTIONS Everyone has a Legacy Defining your legacy Through partner-led engagements, Sendero® offers a comprehensive approach that encourages effective communication between generations, enabling parents and adult children to be clear about intentions and perceptions. Our attention is on assisting families with goalsetting and achieving alignment to sustain wealth for generations to come. We focus
- [test form](https://sendero.com/test-form/) - [contact-form-7 id="bdc894a" title="Stay in Touch"]
- [Thank You, Open House Event - Jan 13, 2026](https://sendero.com/thank-you-open-house-event-jan-13-2026/) - Sendero Open House Thank you for registering for our event on Tuesday, January 13, 2026 from 4:30pm – 6:30pm at The Argyle. You will receive a confirmation email shortly. Please see below the event details:Date: Tuesday, January 13, 2026Time: 4:30pm – 6:30pmLocation:The Argyle(Dorn Room)934 Patterson AvenueSan Antonio, Texas 78209Parking: complimentary valet and surface parking available.Questions/Concerns?Contact
- [DNU Not attending form, Open House Event - Tue, Jan 13, 2026](https://sendero.com/no-attending-form-open-house-event-tuesday-january-13-2026/) - I will not be able to attend
- [Not attending Thanks, Open House Event - Jan 13, 2026](https://sendero.com/no-attending-thanks-open-house-event-jan-13-2026/) - Thank you for letting us know We’re sorry you’re unable to attend our Open House on January 13, 2026. We hope to see you at our next event.
- [Attending form, Open House Event - Tue, Jan 13, 2026](https://sendero.com/attending-form-open-house-event-tue-jan-13-2026/) - Yes, I will attend
- [Client Resources](https://sendero.com/client-resources/) - Client Resources External Links Sendero® Client Portal Pershing NetXInvestor Fidelity Client Portal
- [Institutions](https://sendero.com/investments/institutions/) - INVESTMENTS | INSTITUTIONS Disciplined. Repeatable. Process. You have a dedicated partner in Sendero® who understands your structure, will develop a plan for your growth, and maintain a strategic partnership for maintaining your assets in perpetuity. Our team of institutional advisors have the skill in creating a disciplined repeatable process and have the experience working with
- [Investment Review & Outlook Event, San Antonio - Sep 24, 2025](https://sendero.com/san-antonio-event-september-24-2025/) - Investment Review & Outlook In today’s climate of rising costs, market volatility, and evolving economic policies, everyone—from business owners managing tighter margins to families seeking to maintain their purchasing power—faces new challenges. Persistent inflation pressures, shifting central bank stances, and a rapidly changing geopolitical backdrop are transforming the investment landscape, creating both fresh opportunities and
- [Family Office Team](https://sendero.com/family-office-team/) - OUR SOLUTIONS Family Office: Our Family Office Team Our Family Office Team We bring decades of experience serving mulitgenerational families, entrepreneurs, and family-run businesses—delivering sophisticated solutions with the personal attention your family deserves Meet Our People Elizabeth Flavin CrawfordPartner | Chief Executive Officer Roy H. TricePartner | SFE Family Office Kristina Craig, CPA, CGMA®Chief Financial
- [Austin Event - October 16th, 2024](https://sendero.com/austin-event-october-16th-2024/) - Investment Review & Outlook The last decade was the passive playground. Why has stock picking become so important? Listen to experienced stock pickers discuss philosophy, process, and how they identify high-conviction stock ideas. When Wednesday, October 16th, 2024 11:00am – 1:00pmPlease RSVP by September 30, 2024, seating is limited. Where The Austonian(The Austonian Club –
- [San Antonio Event - October 15th, 2024](https://sendero.com/san-antonio-event-october-15th-2024/) - Investment Review & Outlook The last decade was the passive playground. Why has stock picking become so important? Listen to experienced stock pickers discuss philosophy, process, and how they identify high-conviction stock ideas. When Tuesday, October 15th, 2024 11:00am – 1:00pm Please RSVP by September 30, 2024, seating is limited. Where The Witte Museum(Dawson Family Hall)
- [No attending form, San Antonio Event - Sep 24, 2025](https://sendero.com/no-attending-form-san-antonio-event-sep-24-2025/) - Investment Review & Outlook No, I cannot attend the event on Wednesday, September 24, 2025.
- [Thank You, San Antonio Event - Sep 24, 2025](https://sendero.com/thank-you-san-antonio-event-sep-24-2025/) - Investment Review & Outlook Thank you for registering for our event on Wednesday, September 24, 2025 from 11am – 1pm at San Antonio Country Club. You will receive a confirmation email shortly. Please see below the event details:Date: Wednesday, September 24, 2025Time: 11am – 1pmLocation:San Antonio Country Club(Ballroom)4100 N. New Braunfels Ave.San Antonio, Texas 78209Parking:
- [No attending, San Antonio Event - Sep 24, 2025](https://sendero.com/no-attending-san-antonio-event-sep-24-2025/) - Investment Review & Outlook Thank you for letting us know that you cannot attend our event on September 23, 2025. We hope to see you at the next one.
- [Financial Bootcamp - Thank You](https://sendero.com/financial-bootcamp-thank-you/) - Thank you for your interest in Financial Literacy Bootcamp! We will send you an email once registration opens. Presented by Need More Information? Please email sendero@sendero.com with questions.
- [Insights](https://sendero.com/insights/) - Insights TOPICS All Family Office Market Updates Articles Videos Investments In The News Philanthropy Legacy The Women’s Initiative Wealth Podcast Event Past Event Sendero® Service Financial Planning Search Search Market Updates Weekly Market Update: August 11, 2026 Markets delivered their strongest weekly performance since April as investors responded to a softer-than-expected employment report and growing
- [Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art](https://sendero.com/drop-dead-gorgeous-an-inspiring-evening-of-exquisite-jewelry-and-art/) - Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art Meet acclaimed jewelry designer Erica Courtney during an interactive evening with her Drop Dead Gorgeous collection, and experience select works of art from one of SAMA’s renowned collections. When Wednesday, January 29, 2025 5:00pm – 7:00pmRegistration for this event has closed. Where San Antonio
- [Let's Talk - Thank You Yes](https://sendero.com/lets-talk-thank-you/) - Thank you for your interest in Let's Talk. We will contact you soon to discuss further details.
- [Let's Talk - Not Attending](https://sendero.com/lets-talk-not-attending/) - Thank you for letting us know you cannot attend this event. We hope to see you at the next one.
- [Cocktails & Conversation: What Happens to the Tax Cuts?](https://sendero.com/cocktails-amp-conversation-what-happens-to-the-tax-cuts/) - Cocktails & Conversation: What Happens to the Tax Cuts? What The Tax Cuts and Jobs Act of 2017 expires at the end of 2025. What will this mean for you?Join us to hear how gift and exemptions are expected to change, and strategies that may benefit you. When Tuesday, October 29th 5 PM – 7
- [Drop Dead Gorgeous - Not Attending](https://sendero.com/drop-dead-gorgeous-not-attending/) - Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art Thank you for letting us know you cannot attend this event. We hope to see you at the next one.
- [Women's Initiative Event](https://sendero.com/womens-initiative/) - Defining Moments of Personal Transformation What As a former international model, Alison Canavan has graced the world’s most prominent runways and magazines, but it is her journey beyond the spotlight that truly captivates hearts and minds. Alison’s life took unexpected turns, leading her through mental health struggles and addictions. These challenges became the catalyst for
- [Drop Dead Gorgeous - Thank You](https://sendero.com/drop-dead-gorgeous-thank-you/) - Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art Thank you for registering for Drop Dead Gorgeous: An Inspiring Evening of Exquisite Jewelry and Art on January 29, 2025 from 5pm – 7pm at the San Antonio Museum of Art. The event details are below: When Wednesday, January 29, 2025 5:00pm – 7:00pmPlease
- [Women's Initiative Thank You](https://sendero.com/womens-initiative-thank-you/) - Thank You! You’ve been subscribe to our Newsletter
- [Thank You, San Antonio Event - Oct 15th, 2024](https://sendero.com/thank-you-san-antonio-event-oct-15th-2024/) - Investment Review & Outlook Thank you for registering for our event on Tuesday, October 15, 2024 from 11am – 1pm at The Witte Museum. You will receive a confirmation email shortly. Please see below the event details:Date: Tuesday, October 15, 2024Time: 11am – 1pmLocation:The Witte Museum(Dawson Family Hall)3801 Broadway St.San Antonio, Texas 78209Parking: Complimentary parking will
- [Thank You, Austin Event - Oct 16th, 2024](https://sendero.com/thank-you-austin-event-oct-16th-2024/) - Investment Review & Outlook Thank you for registering for our event on Wednesday, October 16, 2024 from 11am – 1pm at The Austonian. You will receive a confirmation email shortly. Please see below the event details:Date: Wednesday, October 16, 2024Time: 11am – 1pmLocation:The Austonian(The Austonian Club – 55th Floor)200 Congress Ave.Austin, Texas 78701Parking: complimentary valet parking
- [No attending, Austin Event - Oct 16th, 2024](https://sendero.com/no-attending-austin-event-oct-16th-2024/) - Investment Review & Outlook Thank you for letting us know that you cannot attend our event on October 16, 2024. We hope to see you at the next one.
- [No attending, San Antonio Event - Oct 15th, 2024](https://sendero.com/no-attending-san-antonio-event-oct-15th-2024/) - Investment Review & Outlook Thank you for letting us know that you cannot attend our event on October 15, 2024. We hope to see you at the next one.
- [Women's Initiative Podcast - Ep. 2](https://sendero.com/womens-initiative-podcast-ep-2/) - Episode 2 - Wellness is Wealth with Alison Canavan Presented by LEARN MORE Need More Information? Please email rsvp@sendero.com with questions Event RSVP Important Information Complimentary valet parkingGuests must check-in at the Austonian reception desk before taking the elevator to the eventSeating is limited! Questions/Concerns/ Dietary Restrictions Email:rsvp@sendero.comPhone Number:210-930-9400 ext. 401
- [Women's Initiative Sign Up](https://sendero.com/womens-initiative-sign-up/) - Sign up to receive updates about The Women’s Initiative Name(Required) First Last Email(Required) Presented by LEARN MORE Need More Information? Please email rsvp@sendero.com with questions Event RSVP Important Information Complimentary valet parkingGuests must check-in at the Austonian reception desk before taking the elevator to the eventSeating is limited! Questions/Concerns/ Dietary Restrictions Email:rsvp@sendero.comPhone Number:210-930-9400 ext. 401
- [Individuals | Families](https://sendero.com/investments/individuals-families/) - INVESTMENTS | INDIVIDUALS & FAMILIES Discover. Wealth Management. Honest Conversations We start by learning about your views of money and how to talk about money. Each phase of life brings new opportunities, challenges, and priorities. Understanding your current financial situation is vital to successfully making decisions concerning your future financial goals.Through structured discovery meetings, disciplined
- [Investment Panel and Luncheon - Austin](https://sendero.com/investment-panel-and-luncheon-austin/) - EVENTS Bonds are Back! Where are the Opportunities? Lunch and Panel Discussion VIEW PANELIST BIOGRAPHIES What Our Panel of Experts Discussed The outlook for Treasuries, municipal bonds, bank loans, high yield, and distressed credit opportunities.How bonds are finally back in favor after 10+ years of easy monetary policy and low interest rates.How credit strategies can
- [An Engaging Lunch with Peter Zeihan](https://sendero.com/engaging-with-peter-zeihan/) - EVENTS An Engaging Lunch with Peter Zeihan What Peter Zeihan is a celebrated geopolitical strategist. He provides an understanding of the intersect of geography, demography, energy and trade. Join us for an insightful explanation and forecast for economic, cultural, political and military developments. Topics will include: Is Globalization Dead? What are the new trading blocks
- [Investment Panel and Luncheon - San Antonio](https://sendero.com/investment-panel-and-luncheon-san-antonio/) - EVENTS Bonds are Back! Where are the Opportunities? Lunch and Panel Discussion VIEW PANELIST BIOGRAPHIES What Our Panel of Experts Discussed The outlook for Treasuries, municipal bonds, bank loans, high yield, and distressed credit opportunities.How bonds are finally back in favor after 10+ years of easy monetary policy and low interest rates.How credit strategies can
- [2023 Year-End Review and 2024 Outlook: Yes](https://sendero.com/2024-february-event/yes/) - EVENTS 2023 Year-End Review and 2024 Outlook Thank you for registering for our event on February 6, 2024: 2023 Year-End Review and 2024 Outlook You will receive a confirmation email shortly. For questions, please email rsvp@sendero.com Important Information Dress code: Business professional (no blue jeans, denim, tennis shoes, or t-shirts)Parking: Self-parking in the Club Giraud
- [2023 Year-End Review and 2024 Outlook Attending: No](https://sendero.com/2024-february-event/no/) - EVENTS 2023 Year-End Review and 2024 Outlook Thank you for letting us know that you cannot attend our event on February 6, 2024. We hope to see you at the next one.
- [2023 Year-End Review and 2024 Outlook](https://sendero.com/2024-february-event/) - EVENTS 2023 Year-End Review and 2024 Outlook What We invite you to join us as our Investment Team provides an in-depth review of what happened in the market in 2023 and shares our outlook on 2024. When Tuesday, February 6, 2024 5:00pm – 7:00pm Where Club GiraudCoach Room707 N. St. Mary’s St.San Antonio, TX 78205
- [Senior Portfolio/Relationship Manager](https://sendero.com/senior-portfolio-relationship-manager/) - CAREERS Open Positions Senior Portfolio/Relationship Manager Our wealth management division is seeking a relationship-oriented individual to serve as a Senior Portfolio/Relationship Manager. This position helps our clients protect, preserve, and grow wealth responsibility. This role works very closely with our investment advisors, clients, and other Portfolio/Relationship Managers. The ideal candidate will be partnering with our

## Team

- [Rodrigo Lopez](https://sendero.com/team/rodrigo-lopez/) - Partner | Director of Due Diligence Rodrigo knows the importance of detail. He combines a data-driven background with his deep financial knowledge to be a true asset to the Sendero® Investment Team. Whether searching for new investment opportunities or modeling economic data, Rodrigo capitalizes on his quantitative background to bring his best investment ideas to the
- [Michael Hurford](https://sendero.com/team/michael-hurford/) - IT Systems Support Specialist As Sendero’s IT Systems Support Specialist, Michael brings over a decade of hands-on technical experience and a security-first mindset to help ensure the firm’s technology infrastructure operates seamlessly in service of clients and team members. He joined Sendero® in 2026 with a background in supporting complex IT environments in regulated industries,
- [Taylor Clayton](https://sendero.com/team/taylor-clayton/) - Partner Liaison As Partner Liaison, Taylor works closely with firm leadership to support strategic priorities, coordinate complex projects, and serve as a trusted point of connection across the organization.She joined the Sendero® team in 2026 with a diverse background that spans over fifteen years. With expertise in program management, business operations, customer service, marketing, and
- [James R. Winkler](https://sendero.com/team/james-r-winkler/) - Portfolio Analyst James has nearly a decade of industry experience, focused on portfolio analytics and oversight, client relationship management, and operations. His background includes cultivating client relationships, collaboration with advisors and portfolio managers across equity and fixed income strategies, performance analysis, client reporting, facilitating quarterly and annual review meetings, and supporting compliance and operational due
- [Debbie Ponzio](https://sendero.com/team/debbie-ponzio/) - Workplace Experience Manager With decades of experience cultivating meaningful relationships, Debbie brings a thoughtful and personal approach to her work. She is deeply committed to ensuring each client receives her highest level of care and attention, strengthening connections through every interaction. Her calm presence, attention to detail, and proactive mindset help create a seamless experience
- [Jesse Rabadan](https://sendero.com/team/jesse-rabadan/) - Assistant Controller Jesse is valued for his analytical mindset, attention to detail, and collaborative approach. He works closely with leadership and cross-functional teams with a shared commitment to accuracy, process improvement, and the integrity of Sendero’s financial operations.Jesse joined Sendero® in 2023 as an Accountant II and was promoted to Assistant Controller. In this role,
- [Ricardo Medina](https://sendero.com/team/ricardo-medina/) - Senior Financial Analyst As a member of the Investment and Research team, Ricardo brings analytical rigor, attention to detail, and a collaborative approach that supports Sendero’s commitment to disciplined investment management and thoughtful stewardship. He joined Sendero® in 2022 as a Research Analyst and has since been promoted to Senior Financial Analyst.In this role, Ricardo
- [Valerie Acevedo](https://sendero.com/team/valerie-acevedo/) - Client Relationship Specialist | Team Lead Valerie brings over two decades of experience in the accounting, brokerage, and investment industries, along with a lengthy track record of leading and developing teams. Known for her impeccable attention to detail and results-oriented mindset, she combines strategic thinking with strong communication skills to deliver exceptional service to clients
- [Suzy Lopez](https://sendero.com/team/suzy-lopez/) - Operations Administrator Suzy joined Sendero® in 2024 with over four decades of industry experience. She is skilled in reconciling accounts with custodian statements, reviewing account activities for accurate financial records, addressing and resolving client issues, and generating client portfolio account reports.Promoted from a Client Service Associate to an Operations Administrator, Suzy supports the Client Relationship Specialist
- [Jake T. Carlyle](https://sendero.com/team/jake-t-carlyle/) - Senior Client Relationship Specialist Jake is known for building genuine relationships with clients and for making complex financial documents accessible and easy to understand. His ability to translate technical details into clear, meaningful insights helps clients feel confident and well supported throughout their experience with Sendero.Jake joined Sendero® in 2024 as a Client Relationship Specialist
- [Dorathy Rodriguez](https://sendero.com/team/dorathy-rodriguez/) - Operations Administrator Dorathy has spent her career dedicated to providing exceptional customer service. Her strong time management and organizational skills, coupled with her attention to detail, enable Dorathy to efficiently accomplish tasks accurately and on time. Dorathy joined Sendero in 2024 with over eight years of experience in the banking industry, where she focused on
- [Eric M. Gallardo, CIMA®](https://sendero.com/team/eric-m-gallardo-cima/) - Institutional Portfolio Manager Eric is dedicated to serving our clients by cultivating genuine, long-lasting relationships and strategically guiding them to success in meeting their financial goals. His knowledge and experience are focused on recommending actions to improve finances, reconciling transactions through data comparisons and corrections, monitoring budgets through data input and validations, financial forecasting and
- [Tara D. Maxwell, PHR, SHRM-CP](https://sendero.com/team/tara-d-maxwell-phr-shrm-cp/) - Partner | Family Engagement Founder Tara has nearly three decades of industry experience, focused on providing exceptional client and employee experiences. She was a part of the original team that founded Sendero® in 2008. Tara was initially a Managing Director and later promoted to Vice President before being named Partner in 2020. Throughout her tenure
- [Tyler Davies](https://sendero.com/team/r-tyler-davies/) - Partner | Investment Advisor Tyler works closely with clients to identify their personal and financial goals while building investment portfolios that align with their lives. He takes seriously his role to educate clients and find where goals and risk tolerance meet to build a portfolio that accomplishes what they seek.His strength is in helping those
- [Scott R. McMillian, CPA, CFP®](https://sendero.com/team/scott-mcmillian-cpa-cfp/) - Founder Scott co-founded Sendero® with the philosophy of protecting and caring for families as if they were his own. He and Fred Middleton created a firm that offers distinct, conflict-free stewardship strategies.Scott has spent decades helping families plan for their financial futures. He worked at one of the nation’s Bix Six accounting firms but realized
- [Tom Yager, CIMA®, ChFC®](https://sendero.com/team/tom-yager-cima-chfc/) - Investment Advisor Thomas is a seasoned financial services professional with a strong track record in investment consulting, retirement planning, and risk assessment. As an Investment Advisor, Thomas takes a proactive approach to client engagement and portfolio management. He is dedicated to delivering high-quality work focused on achieving goals and providing an exceptional client experience. Known
- [Kristina Craig, CPA, CGMA®](https://sendero.com/team/kristina-craig-cpa-cgma/) - Partner | Chief Financial Officer | Vice President Estate & Tax With over two decades of experience, Kristina has an extensive background and valuable knowledge in estate planning and tax matters. Along with her experience, she brings strong leadership and management capabilities to Sendero® that help build strategies for future growth.Kristina joined Sendero® in the spring of
- [Lee Przybyla, CFP®](https://sendero.com/team/lee-przybyla/) - Vice President Financial Planning Serving as the strategic and technical leader of the firm’s financial planning services, Lee elevates both the client and advisor experience. She combines her leadership skills, technical knowledge, and collaborative execution techniques to ensure clients receive consistent, high-quality, values-aligned planning. By overseeing the delivery of sophisticated strategies in areas such as
- [Thano Hasiotis, CFA](https://sendero.com/team/thano-hasiotis/) - Advisory Board Member | Sendero Partners As an Advisory Board Member of Sendero Partners, Thano is a deep analytical thinker, going beyond the surface views to find the root source. This thinking is what made him a successful ranked sell-side senior analyst and portfolio manager over the last thirty years. Thano is able to identify
- [Patrick Kenary](https://sendero.com/team/patrick-kenary/) - Advisory Board Member | Sendero Partners As an Advisory Board Member of Sendero Partners, Patrick works with the investment committee on investment ideas and asset allocation themes. His investment philosophy is to question assumptions and is guided by the knowledge that what is true is rarely what is popular. Patrick’s specialization in global investing gives
- [Elizabeth Flavin Crawford](https://sendero.com/team/elizabeth-flavin-crawford/) - Partner | Chief Executive Officer Liz has been in the asset management business working with sophisticated families and institutions for over 28 years. Her extensive experience in the private bank sector, trust services, and institutional asset management provides the background and leadership to help Sendero® clients navigate investment and family issues. As Chief Executive Officer,
- [Fred W. Middleton](https://sendero.com/team/fred-middleton/) - Founder Fred has spent his life stewarding the financial futures of clients, family, and friends. He is co-founder of Sendero® and creator of the concept of modern wealth management in San Antonio.Fred remains actively involved at a high level of the firm. Participating in regular partner and investment meetings. He takes client satisfaction personally. Fred
- [Ian Sale](https://sendero.com/team/ian-sale/) - Partner | President | Chief Operating Officer With nearly three decades of experience, Ian is an innovative leader in the financial services industry. He specializes in business operations, strategic development, team leadership, client services, and executive management across front and back-office functions. Ian has a passion for collaborating with all departments within the firm to
- [John B. Rowsell, PhD](https://sendero.com/team/john-b-rowsell-phd/) - Partner | Chief Investment Officer As Chief Investment Officer, Dr. John Rowsell is responsible for surveying the market environment and advising the investment committee and research team. John’s decades of work in the hedge fund industry provide him with a unique vantage point. His background and insights allow Sendero® unparalleled access to preeminent thought leaders, managers,
- [Edward A. Hart](https://sendero.com/team/edward-a-hart/) - Partner | Chairman Ed has been an investment advisor for more than two decades. He began his career working with entrepreneurs in manufacturing and technology before earning his MBA in finance. He enjoys working with entrepreneurs, executives, and families, helping them navigate the future.Ed thrives on engaging in conversations with people. His genuine interest and
- [Laura Cantu](https://sendero.com/team/laura-cantu/) - Portfolio Manager Laura has over seven years of industry experience supporting financial planners and investment advisors with client portfolios and investment operations. She is a natural leader who thrives in fast-paced environments and is dedicated to the success of her clients. Laura’s drive, determination, and attention to detail are key strengths that contribute to her
- [Diane M. Connor](https://sendero.com/team/diane-m-connor/) - AP/AR Accounting Specialist Diane has a strong background in finance given her experience working at a credit union and directly with auto dealers in the finance department of a Big Three auto company. She is undeterred by the complexity of details, making her an outstanding asset to Sendero’s accounting team.As an Accounts Payable/Accounts Receivable Accounting
- [George Watson](https://sendero.com/team/george-watson/) - Director of Operations With over three decades of experience in the industry, George brings a wealth of knowledge and experience in client services and operations to the firm. He is committed to enhancing the client experience and mentoring his team to achieve the same high standards.As Director of Operations, George is responsible for the operations
- [Gregg E. Muenster, PhD](https://sendero.com/team/gregg-e-muenster-phd/) - Senior Philanthropic Advisor Gregg established Sendero’s philanthropic division. He works closely with private foundation boards to bring them sophisticated solutions. Strategic planning and education are tools used to create a charitable plan that moves beyond the mission statement. Gregg has designed a program that puts the joy back in giving by utilizing technology to build
- [Kayla Nickleberry Williams](https://sendero.com/team/kayla-williams/) - Marketing Coordinator Kayla is an experienced marketing professional with knowledge of a variety of industries. She is dedicated to getting the best results possible for Sendero® and the people we serve. As Marketing Coordinator, Kayla is responsible for supporting, coordinating, and implementing marketing initiatives. Kayla joined Sendero® in 2022 from the specialty marketing agency Transcendental
- [David Dale](https://sendero.com/team/david-dale/) - Partner | Director of Information Technology With nearly three decades of information technology and network engineering experience, David brings systemized business processes and advanced technology solutions to Sendero®, helping to drive the firm and its clients forward. He joined Sendero® in 2012 and is responsible for ensuring that the firm stays ahead of the constantly evolving
- [David H. Coull](https://sendero.com/team/david-coull/) - Senior Systems Administrator David is committed to making technology a tool that ensures a secure and seamless experience for Sendero’s clients and employees. After more than three decades working in IT, his expertise in systems management, financial compliance and data protection is invaluable. He continuously seeks new ways to improve cyber security and is always
- [Cindy Wyatt](https://sendero.com/team/cindy-wyatt/) - Human Resources Specialist Cindy possesses comprehensive knowledge of all roles within Sendero® having brought nearly everyone in the firm on board. She is the go-to resource for answers about anything related to employment at Sendero®.As Human Resources Specialist, Cindy is responsible for vetting all job candidates for Sendero’s competitive internship program. She also onboards all
- [Carmen M. Goerges](https://sendero.com/team/carmen-m-goerges/) - Grants Manager Carmen oversees the review and preparation of grant awards for a portfolio of private foundation clients, ensuring compliance with funder requirements and maintaining comprehensive records of grant application materials and approvals. She conducts thorough due diligence on applicant organizations and manages grantee engagement, communications, grant processing, reporting, and the preparation of foundation board
- [Ariel Palomo, Jr.](https://sendero.com/team/ariel-palomo/) - Senior Client Relationship Specialist Ariel demonstrates dedication to the clients he serves that reflects a sense of responsibility for each one. He is personable and wholly focused on ensuring clients have the answers they need when they expect them.Ariel always keeps clients at the center of every interaction. He makes sure clients understand that they
- [Anne Buckthal Chilton, CFA](https://sendero.com/team/anne-buckthal-chilton-cfa/) - Partner | Investment Advisor Anne has spent her career in finance and is a Certified Financial Analyst (CFA). As an investment advisor, Anne is actively engaged in guiding clients to achieving their goals, identifying new ones and managing the day-to-day running of portfolios. Many of our female clients enjoy having a woman advisor to work
- [Amaury de Barros Conti](https://sendero.com/team/amaury-de-barros-conti/) - Partner | Vice President Investments Management Team Member Investment Committee Member As the head of Sendero’s investment team, Amaury is responsible for idea generation, researching and implementing new and existing strategies, asset allocation, due diligence, and research. He leads the investment committee and research team. Amaury spent over a decade as a trader looking for
- [Rahnae Johnson](https://sendero.com/team/rahnae-johnson/) - Alternatives Coordinator As one of the firm’s first employees, Rahnae’s experience has enabled her to develop expertise in alternative investment processes. She serves as Sendero’s main point of contact for alternative investment managers and is responsible for all alternative investment, private placement funding, redemption, and maintenance processes.Rahnae’s skills and passion for client service are highlighted
- [Julie K. Gerron, CFA](https://sendero.com/team/julie-gerron/) - General Counsel | Chief Compliance Officer Julie has comprehensive experience in the investment management industry, overseeing legal and compliance programs, advising senior management on strategic, legal, and compliance matters, and developing and implementing corporate policies and procedures. At Sendero®, she utilizes this expertise to benefit clients and colleagues in a climate of constantly changing regulations.Julie
- [Stephen Bell](https://sendero.com/team/stephen-bell/) - Portfolio Manager Stephen has over 6 years of industry experience conducting comprehensive portfolio reviews, developing financial plans, and building genuine client relationships. With knowledge of investment management, trust administration, estate planning, real estate and mineral management, operational compliance, and account creation and maintenance, he is well-equipped to partner with clients to meet their needs successfully.As
- [Mike Schultz](https://sendero.com/team/mike-schultz/) - Advisory Board Member | Sendero Partners A Minnesota native, Mike moved to San Antonio in 1976, where he spent the majority of his career in the financial services industry. In 1993, Mike relocated to Boerne where he became a prominent public service figure. Early in his public service career, Mike was President of the San
- [Alissa Ortiz](https://sendero.com/team/alissa-ortiz/) - Client Relationship Specialist Alissa has spent her career dedicated to providing exceptional customer service. Armed with strong analytical, written, and verbal communication, and problem-solving skills, Alissa’s attention to detail and proactive nature have enabled her to efficiently accomplish tasks. She joined Sendero® in 2023 with over four years of experience in the financial services industry,
- [Katherine LeFlore Smelko](https://sendero.com/team/katherine-smelko/) - Partner Liaison | Philanthropic Specialist Katherine excels in providing support to executives at an elevated level. She joined Sendero® in 2023 with more than 2 decades of experience in international business, federal, state, and local government. She supported executives and leadership with political fundraising, including 3 presidential campaigns, party national conventions, and a presidential inauguration.As
- [Katherine Jass Slone](https://sendero.com/team/katherine-jass-slone/) - Client Relationship Specialist Katherine has more than two decades of experience working directly with clients. She rose to leadership positions, where she managed, trained and coached client relationship professionals on best practices for serving customers and keeping the clients’ needs front and center in every engagement. As a Client Relationship Specialist, Katherine provides excellent client
- [Jared Hunt](https://sendero.com/team/jared-hunt/) - Senior Portfolio Manager Jared has over nine years of experience developing, monitoring, and managing investment portfolios. He is skilled at researching stock market trends, economic forecasts, and providing portfolio recommendations based on his research. As Senior Portfolio Manager, Jared serves as both a trusted investment professional and a team leader partnering with investment advisors, clients,
- [Ed Kreusel, CFA](https://sendero.com/team/ed-kreusel-cfa/) - Investment Advisor Ed is a seasoned financial professional with over two decades of experience in portfolio management, investment strategy, and risk mitigation. Throughout his career, he has held senior leadership positions at prominent financial institutions, where he has demonstrated a deep expertise across fixed income, equities, alternative assets, and asset liability management. Ed has successfully
- [Codey Flickinger, CPA](https://sendero.com/team/codey-flickinger-cpa/) - Director | SFE Family Office Codey brings over eight years of extensive experience spanning management consulting, public accounting, and operational planning and execution, with a strong focus on family office services. Most recently, he specialized in the financial services sector, guiding ultra-high-net-worth clients in developing and implementing family office strategies tailored to their unique needs.
- [Carol Ocker](https://sendero.com/team/carol-ocker/) - Director of Grants Management Carol is a seasoned philanthropic leader with over two decades of experience guiding complex, high-impact initiatives across the nonprofit, private, and corporate sectors. She specializes in grants management, board engagement, operations, and governance, strategic planning, modernizing and streamlining board processes, and multi-generational family engagement.In 2025, Carol joined Sendero® as the Director of
- [Sadie I. Schweers](https://sendero.com/team/sadie-i-schweers/) - Wealth Advisor Sadie brings nearly a decade of experience in asset management, strategic planning, portfolio management, marketing, and client services to her role as Wealth Advisor. She excels at assisting high-net-worth individuals, families, and institutions navigate the complexities of wealth. Her ability to build strong relationships and deliver tailored financial solutions is complemented by her
- [Roy H. Trice](https://sendero.com/team/roy-h-trice/) - Partner | SFE Family Office Founder Roy has been a serial entrepreneur for over three decades. In the mid 1990’s, he was the architect behind the original partnership that would eventually become Sendero Wealth Management. Roy is the partner responsible for Sendero’s Family Office services. He consults and strategizes with families in a variety of

## Categories

- [Market Updates](https://sendero.com/category/market-updates/)
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- [Sendero® Service](https://sendero.com/category/sendero-service/)
- [Financial Planning](https://sendero.com/category/financial-planning/)

## Tags

- [Event](https://sendero.com/tag/event/)

## Team types

- [Partner](https://sendero.com/team_types/partners/)
- [Investment and Research](https://sendero.com/team_types/investment-and-research/)
- [Advisors & Portfolio Managers](https://sendero.com/team_types/investment-advisors-and-portfolio-managers/)
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- [Partners Emeriti](https://sendero.com/team_types/partners-emeriti/)
- [Family Office](https://sendero.com/team_types/family-office/)